CRM System Integration (CRM Mapping) - what information is required for DataQuality?

This article will show you all the information we need to start the CRM Mapping

1. Field definitions

👉 How to download the field definitions?

2. Customer Specifications

Secondly, what we need to know is, which fields's answer should be sent to which corresponding field in your CRM system. For that purpose, there is a Excel template, that we kindly ask you to fill out.

In this document, you will specify your requirements. You can also define to send contact information (e.g. first name) to a CRM field other than the standard-field.

You can download the Excel-sheets here:

Salesforce	Salesforce.xlsx
Microsoft Dynamics	Dynamics.xlsx
SAP Sales Cloud	SAP_SalesCloud.xlsx
Pipedrive	Pipedrive.xlsx
SugarCRM	SugarCRM.xlsx
SuiteCRM	SuiteCRM.xlsx
Sage	Sage.xlsx
HubSpot	HubSpot.xlsx
Weclapp	Weclapp.xlsx

👉 How can I install DataQuality?