How to Map Data Fields in Click2Mail’s CRM Hub

Introduction

Mapping data fields is a crucial step in integrating your CRM with Click2Mail’s CRM Hub. This process ensures that the information from your CRM correctly aligns with the mail merge fields in your document. By following this guide, you’ll learn how to map fields effectively, ensuring accurate and efficient data transfers.

Steps to Map Data Fields

Step 1: Access the Mapping Screen

1. While creating or editing an integration, you'll navigate to Step 4: Click2Mail Fields Mapping in the integration workflow.

2. The mapping screen displays the list of fields from your CRM data source, as shown below:

Step 2: Match CRM Fields with Mail Merge Fields

1. Use the dropdown menus to map each mail merge field in your document to the corresponding field from your CRM.

   • For example: If your mail merge requires Full Name but your CRM splits this into First Name and Last Name, select {First Name} from the dropdown, add a space [space], and then select {Last Name}.

2. You only need to map the fields relevant to your mail piece. Fields in your CRM that are not required in the mail merge template can be left unmapped.

Step 3: Verify and Finalize Mapping

1. Double-check your selections to ensure all required fields are properly mapped.

2. If you encounter a field mismatch or missing data, return to the CRM data source or mail merge template to adjust accordingly.

3. Once you’re satisfied with the mappings, click Next to proceed to the proof generation step.

Notes and Best Practices

• Only Map Necessary Fields: Focus on the fields you plan to use in your mail piece, leaving unnecessary fields unmapped.

• Field Combinations: Use the space [space] feature to combine multiple fields (e.g., {First Name} [space] {Last Name}).

• Error Prevention: Double-check field names and ensure proper alignment between the CRM data and mail merge template.

• Support Resources: If you encounter any challenges, refer to the Click2Mail Knowledge Base or contact support.