Overview
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.
Manage Fields
To add a custom field from Manage Fields, complete the following steps:
1. Navigate to your Administration Page
2. On the left-hand menu, select Manage Data, Manage Fields.
3. Click the ‘Add Custom Field’ button.
A form will appear
4. Complete the form
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.
5. Click Save
The new field will now be present according to your preferences.
Integrations Settings
To add a custom field from Integrations Settings, follow these steps:
1. Navigate to your Administration Page
2. On the left-hand menu, select Integrations.
3. Choose your CRM and select the "settings" icon, this will open the CRM settings page.
4. Click the ‘Add Custom Field’ button.
A form will appear
4. Complete the form
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.
5. Click Save
The new field will now be present according to your preferences.
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.