Mapping Your Data Fields in Your Integration

When using the iCapture integration, you want to make sure that the captured data is being sent to your CRM or Email solution. Every field that you capture can be mapped to a field in the integration. Some of these field mappings have a direct correlation and are done automatically, contact information for example. Sometimes the data you collect will need to be mapped to a custom field. 

To map your data fields do the following:

  1. Login to your iCapture Back Office
  2. Click on Step 1 and then on the Send Data to Integration tab of the questionnaire you want to map the data
  3. Click on Map Data Fields
  4. On the left side of the page are the merge fields available from your questionnaire
  5. On the right side of the page are the fields returned from your integration
  6. Select the merge field and drag it over to the right and drop it in the field from your integration
  7. When you have mapped all of your fields click Submit Field Mapping to save the mapping

You can also set Boolean Field Values in your field mapping. Watch the video below for a quick explanation