The Data Mapping Tool empowers you to configure how data from sources like Events and Fundraise (Contacts and Transactions) maps to corresponding CRM fields
Admins can easily define, edit, or delete mappings - for example, mapping an Email field from Events to a Notes field in CRM ensures that the value sent in email field from Events side gets populated in Notes field within CRM cause of the customized mapping.
The tool also provides flexibility to:
- View preloaded default mappings on first load.
- Save, discard or reset mappings to default configurations.
Overall, this tool gives Admins full control over how source data is integrated into CRM, ensuring accuracy, flexibility and alignment with your data flow preferences.
