Create a New Field Mapping with the Side Panel

Created by Rakesh Saini, Modified on Mon, 9 Feb at 11:00 PM by Alsabana Sahubarali

Objective

The purpose of this article is to provide directions to Outreach admins in creating new field mapping from the new side panel experience. The new experience reduces the risk of invalid configuration by performing upfront validation of field settings mismatch.

Applies To

  • Outreach Admin

Procedure

The new Add field mapping experience enhances the quality of data sync with Outreach and CRMs by doing upfront validation of sync configuration at the time of setup.

  1. Access the CRM sync settings by navigating to Administrator>Integrations>CRM
  2. Select the object mapping for which you want to create a new field mapping
  3. Select "Add mapping" button in the "Set field mapping" section
  4. Select the CRM field and the corresponding Outreach field to to be mapped. 
  5. For a reference field, select the "Mapped field" toggle and select the correct object from the drop down.
  6. Select how you'd like empty field values to be handled when syncing in each direction
  7. Turn on record deduping if you'd like this field mapping to be used for deduping records


 

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