Mappings are where you control what data you want to keep up to date across the systems you have connected in the Connectors section of Formstack Sync.

There are a few different types of Mappings:

  • Contact Mapping
  • Company Mapping
  • Opportunity Mapping

The most common mapping being Contacts. In each type of mapping, Formstack Sync will dedupe across all of the systems to ensure that the data is kept up to date in the appropriate records within each system.

To see what types of mappings are available to you based on the systems you have setup in the Connectors section, simply click on the Auto-Generate Mappings button.

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.