Create Custom Fields

When integrating two (or more) End Systems, you will map the Fields that you utilize in each System to represent a specific piece of data. Some End Systems have proprietary or specialized Fields that contain very useful information but do not necessarily correspond to a pre-existing Field in your other End System. Examples of this might be a “Lifecycle Stage”, “Lead Score”, or “Marketing Insight” Field.

To allow for representing Object properties that might not be represented by default, End Systems often allow for leveraging "Custom Fields". As a pre-integration task, we recommend identifying Fields in either End System that do not have a matching field by default and creating Custom Fields as needed to match. For example, if End System A has a “Lead Score” Field that you would like to map but there is no existing “Lead Score” Field in End System B, create a Custom Field in End System B named “Lead Score” at this time.

If you do not know how to create a Custom Field within your End System, refer to any support resources made available by your solution provider for additional assistance.


To view the next article in the Sync Set Up Guide, click here: Pre-Integration Requirements: Align Select Field Values

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