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What information is required for the VisitReport CRM System Integration? 

For a CRM mapping with snapAddy VisitReport, your contact person at snapAddy requires certain information from you. In this article, you will learn which details are needed and where to find the corresponding template.

To start the CRM mapping for snapAddy VisitReport, your contact person at snapAddy requires certain information from you. A template is available for you to complete. Below, we explain where to find it and which details are required.

Would you like to first understand what CRM mapping means and how simple and customized CRM mapping works? Then read our article What Does CRM Mapping Mean?. There you will also find an illustrative graphic.

1. VisitReport Master Event

Without CRM mapping, you can still export your contact data to the CRM system. All additional information (e.g., answers to questions, notes, etc.) will be appended as text in the entity's note field.

To assign your questions and automatic fields (e.g., campaign ID) to the corresponding CRM fields, a system integration (mapping) is required.

First, we need you to specify which event (which questionnaire) should be mapped. You can create a master event in your dashboard. This master event then serves as a template that can be easily duplicated for all subsequent trade shows – a proven approach that is valued by many users.

For instructions on how to create a master event, please refer to the article:
→ How Can I Create a Master Template?

2. Download Field Definitions

Download the field definitions from your CRM system so that we know which fields are available.

For instructions on how to download the field definitions, please refer to the following article:
→ How To Download The Field Definitions

3. Customer Specifications

Next, we need to know which answer to which question should be sent to which corresponding field in the CRM system. For this purpose, there is an Excel spreadsheet that we ask you to complete.

In this document, you define your requirements. You can also specify that contact information (e.g., first name) should be sent to a different CRM field than the default field.

How to download the mapping template:

  1. Navigate to the desired master event in the VisitReport Dashboard.
  2. Go to Settings → Export.

  3. Download the Excel template under "Custom System Integration" by clicking Mapping Template and selecting the CRM system.

Are you using Marketing Automation? Here you can download the Excel spreadsheets:

Would you like to learn how to customize and adjust the CRM mapping? Then read our article What Does CRM Mapping Mean?. There you will find examples for simple and customized mapping as well as a clear graphic.

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    If you have more questions, please contact our support at support@snapaddy.com or your Customer Success Manager