Custom Field Mapping – Leadfwd

Data Mapping

Data that is taken from Prospect can be dived in to two (2) categories: Personal & Company.

Personal Data

Personal data is information that relates to an individual record. For personal records, Prospect has up to 16 potential data points that can be matched. These data points include:

Name
Email Address
Account name
Title
Role / Department
Gender
Age
Address
City
State / Province
Country
Phone
Bio
Personal LinkedIn URL
Personal Twitter URL
Personal Facebook URL

Please note that not every data point will be available. Prospect attempts to validate data as much as possible through several algorithmic cross checks to give the most up-to-date information available.

Company Data

Company data is information that relations to an organization. For company information, Prospect has up to 27 potential data points that can be matched. These data points include:

Domain
Address
City
State / Province
Postal Code
Country
Primary Phone
Secondary Phone
Primary Industry
Primary SIC or NAICS
Secondary Industry
Secondary SIC or NAICS
Other Industry
Other SIC or NAICS
Founded
Employees
Revenue
About
Company Facebook URL
Company Twitter URL
Company LinkedIn URL
Company Instagram URL
Company Vimeo URL
Company YouTube URL
Company Pinterest URL
Company GitHub URL
Company Skype URL

Please note that not every data point will be available. Larger, well known enterprises will have more knowledge available about them then smaller, private businesses for example.

Mapping Data when associating a contact/account relationship

If you decide to export your Persona data as a Contact object you will have the opportunity to create a corresponding Account object and associate it with the downloaded contacts.

When mapping your data the company data set will be used to create the Account object. All fields related to company will be mapped, if desired, to the newly formed account.

When mapping data you will also need to have appropriate data fields for the data to be written to. If you do not have a field available in SugarCRM you can create one and sync it over to LeadFWD. If you do not wish to map the field then choose the Do Not Map option when setting up mapping elements.

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