What is Custom Mapping?
As part of your CRM integration, we offer field mapping to create a seamless integration experience. We provide a number of default mappings, but you can also add additional custom field mappings for deeper integration. Fields are mapped per contact type (Candidate, Client Contact, or Lead).
If a field mapping is unavailable by default, you can add one to meet your needs by clicking the ‘Add Field Mapping’ button.
A new row will appear, and the SuperReach and CRM dropdowns will be empty. You can choose fields from each dropdown to map together.
Adding a New Field
If the field you need is not in the dropdown, you can add your own custom field.
You can add custom fields in two places on SuperReach: on the CRM Integration Settings page and on your Manage Fields page.
To add a custom field, complete the following steps:
Click the ‘Add Custom Field’ button.
A form will appear
Add a name for your field (e.g. Relocation Preference)
Add the field input type (e.g. Single select)
Choose how you would like to add your values.
To input manually, you can copy/paste or type values into the input field (comma separated or one per line)
To input using a central lookup, you can choose your lookup from a dropdown and it will add those values automatically.
If you would like your new field to appear on the Add to SuperReach form or Contact Details page, check the relevant box.
You can also choose to make this field mandatory on SuperReach.
Please note that the mandatory status shown in the above form does not apply when your Consultants are adding contacts to your CRM. To make a field mandatory when adding to your CRM please use the mandatory status on your Integrations Setting page.
See image below.
When customising your CRM integration with SuperReach, mapping across Contact fields is absolutely key in order to keep your data clean and ensure your CRM stays effective.
What is Field Mapping?
To ensure a seamless integration, you can map fields between SuperReach and your chosen CRM. Fields are mapped per object (these refer to contact types, depending on CRM), and ensure that the correct information goes between SuperReach and your CRM.
We provide a number of default mappings, and the customer can add additional custom field mappings if they want a deeper integration.
An example of mapping a field would be that in CRM X, you have a field called "Company Name", and in SuperReach there is a field called "Company". In order to ensure the field maps correctly, you would head to the field mapping editor in SuperReach and map it across.
How to map Custom Fields
Once you've created your custom fields (as seen below), you will be able to map across your custom field to a CRM generated field.
Please ensure that all fields are mapped across correctly. For more information on how to create Custom Fields see here.
![[video-to-gif output image]](https://superreach.intercom-attachments-1.com/i/o/730185321/6dcd884f70f99501e8d80731/ezgif-1-c9f849a8b8.gif?expires=1732183200&signature=499d487a47b6dbba24b1adeef2d2b3ccf3789cd2c901b2f0783f9bd56d803482&req=cyMnF8F7noNeFb4f3HP0gFG4ORYR8hMLpCY4MJPCEiBGyA6nXoFpwpI%2FFslU%0AoU5BywIZzhfzBFYPpQ%3D%3D%0A)