Contact Mapping Overview
Contact mapping ensures data from the Scan Item object is transferred to the Contact object when a scan item is processed. Mapped fields ensure that OCR results are accurately populated into the corresponding fields in the Contact object.
Default Mapped Fields
The following fields are mapped automatically:
• First Name
• Last Name
• Office Phone
• Mobile Phone
• Fax
• Address Street
• Address State
• Address Country
• Address Zip
• Account
• Notes
Note: Required fields on the Contact object will appear greyed out and cannot be changed.
Mapping Custom Fields
• By default, only standard fields are mapped from the Scan Item object to the Contact object.
• If you’ve added custom fields to the Scan Item object, you’ll need to create matching fields on the Contact object.
• Use Scan Contact Mapping to link custom fields between the two objects.
• Fields that are not mapped will not transfer to the new Contact record.
Setting up contact mapping properly ensures that all relevant data is captured and transferred seamlessly.