Relevant to: Demand Acceleration Platform
This article explains how integration field mapping is implemented in the Integrations Tab. The process of field mapping is the same for each integration type.
For additional information relating to field mapping with your specific Marketing Automation or CRM system, see the relevant article in Post-outs section:
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API integrations |
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| Setting up an Integration to Salesforce | |
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Other integrations |
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| Setting up an Integration to Pardot | |
In this article
Field mapping columns
This table summarizes the columns that you will see in the field mapping interface:
| Column | Description |
| Field |
The values here represent the Campaign/Source fields in the Demand Acceleration Platform, which have data incoming from a particular channel.
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| Output |
The values here represent the integrated Marketing Automation or CRM field where data will be sent.
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| Custom |
The additional details added to the Custom column (eg. static text values, available token data or advanced coding / liquid markup) will be sent with your outbound lead data.
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| List Name |
The values here are pulled directly from the Fields tab to show any lists that are being used to standardize inbound data on the corresponding field. |
| Map |
Select the name of the list mapper to send alternative list values into the specified field. |
How to map your integration fields
For each field row, select the corresponding Field and Output values using the drop-down menus. Work methodically down the page until all field rows are appropriately mapped.
| If rows are left unmapped (blank) in either the Field or Output columns, you will receive an error. |
See additional sections for details on adding and removing rows or using custom configurations as needed.
For example:
| Field (Campaign/Source field) |
posts to |
Output |
| first_name | posts to |
firstName |
| last_name | posts to |
lastName |
| posts to |
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If you can't find a particular field in the Output list, you can add it in the Integrations Hub. |
| An important note on field names. |
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Adding new rows
Select the Click to add a field mapping row... option to add any additional fields and include other data values that have not been automatically added (such as system data, static routing values or fields that need a custom set-up).
Removing rows
If you do not wish to send a field to your Marketing Automation or CRM system, you can use the trashcan icon to delete the field row.
Working with fields that utilize lists and mappers
If a field uses a picklist, the integration mapping field row will automatically display the relevant list in the List Name column.
You can then assign a mapper to the field in the Map column. See more in the Lists & Mappers section.
| If the associated list changes after the integration is set up, you can update the list shown by reselecting the field name in the Field column. |
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Mapped list example
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Adding Custom Fields
1. Add a new field row by selecting Click to add a field mapping row....
2. Under the Field column, select Custom Field.
This will open the text box display in the Custom column.
3. In the Output column, select the corresponding system field.
4. In the Custom column, add your custom field value as either a static value (to pass a fixed value), a token (to pass a dynamic value) or liquid markup (for more advanced customization needs).
Add a Static Value
Used to pass a fixed value to a field in an integrated Marketing Automation or CRM system.
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Example: Using Static Values
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Add a Token
Used to pass dynamic values to a field in an integrated Marketing Automation or CRM system. See Post Out Available Tokens for more details.
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Example: Using Tokens
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Add Liquid Markup
Use Liquid Markup to further customize how data is passed to your integrated Marketing Automation or CRM system. See Post Out Customization using Liquid Markup for more information.
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Example: Using Liquid Markup
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