While setting up an integration in Revlitix, you’ll be asked to map fields from your connected platform. To help with accuracy, Revlitix shows you a preview of the data type for each field—so you know exactly what kind of values to expect.
Here’s how it works:
Step 1: Navigate to the Integration section in your dashboard.
Step 2: Select your CRM from the available options.
Step 3: Choose the relevant Account you want to configure.
Step 4: Open Field Mapping to view and manage data fields.
Step 5: Click on Add Mapping to map a new field.
Step 6: Choose a field from the dropdown menu (e.g., “Lead Score,” “Revenue,” or “Lead Source”).
Step 7: View Data Type Preview
When you select a field, Revlitix automatically shows its data type next to it.
Examples of data types:
String – for text-based values like names or sources.
Number – for numeric values like budget or conversions.
Date – for date fields like created date or closed date.
Boolean – for true/false values.
Why It Matters
Previewing data types during field mapping:
Prevents errors in reports
Ensures clean data transfer
Helps you make smarter field selections
This feature ensures that each field is correctly mapped and formatted, enhancing data integrity and consistency across platforms.