Help Connect

Map your CRM's fields

Use this to choose which CRM fields fill an appointment in TrueSit and which ones get the sit's results back.

1. Open Connect. Under Field mapping, choose where the fields come from in Fields from.
2. Under Appointments in, pick the CRM field for each part of an appointment. The parts marked Required must each have one.
3. Under Outcomes out, pick the CRM field for each result you want sent back, such as the outcome, the price quoted or the real reason. Leave Not sent for the rest.
4. When the outcome goes to a field with set values, pick the CRM's value for each of TrueSit's outcomes.
5. Choose Test mapping. TrueSit builds what your newest scored sit would send and checks each field without sending anything. Each field shows Pass or what is wrong.
6. Choose Save mapping. Each save is a new version, and the newest one is used from the next sync.

A result a sit does not have is never sent empty. Household details go only after someone confirmed them on the household page.

If it does not work

• Save mapping stays grey: a row says what is wrong, such as a field that takes a number.

Still stuck? Open Help and choose Talk to a person.

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