Use this to choose which CRM fields fill an appointment in TrueSit and which ones get the sit's results back.
- Open Connect. Under Field mapping, choose where the fields come from in Fields from.
- Under Appointments in, pick the CRM field for each part of an appointment. The parts marked Required must each have one.
- Under Outcomes out, pick the CRM field for each result you want sent back, such as the outcome. Leave Not sent for the rest.
- When the outcome goes to a field with set values, pick the CRM's value for each of TrueSit's outcomes.
- 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.
- 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.