IFS Field Mappings
Field Mappings control which fields:
- Are written to Paminga when Leads, Accounts, and Contacts are synced from IFS
- Are written to IFS when Leads, Accounts, or Contacts are created/updated by Paminga
(this only occurs when you've asked Paminga to do so)
Marketo retrieves all fields by default. You prevent fields from syncing by changing field visibility for your sync user.
Paminga is different. It only retrieves the fields you've selected. You are in control, no IFS Admin required.
Access Your Field Mappings Page
Hover your avatar in the top right corner of Paminga, then go to:
IFS Settings > Field Mappings
Mapping Your Fields
Mapping fields is the same no matter which CRM you've connected to Paminga.
To make it easier to keep our documentation up to date, we've published a single page that documents the process for all CRMs: Sync Only Selected Fields.
Account Fields Upload When the Customer Is Created
Upload on an Account's standard fields — name, category, address, phone, fax — applies when Paminga creates the Customer in IFS. After that, the Customer record belongs to your ERP, and a Lead or Contact sync that lands on it leaves it alone.
A custom field on the Customer record itself, mapped for Upload, is different. You asked for that write, so Paminga sends it whenever a Lead or Contact sync lands on that Customer and the Paminga field has a value. A blank isn't sent, so clearing the field in Paminga doesn't clear it in IFS.
Syncing CRM Data
When you're done mapping fields, it's probably time to kick off your first Full Sync.
Learn all about Syncing CRM Data in Paminga.
