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

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

1. VisitReport Master-Event
   Without CRM-mapping, you can still export all contact data to your CRM system. All further information (e.g. answers to questions, notes, etc.) will be appended as text in the entity's note. 
   

   To get your questions and automatic fields (e.g. campaign-ID) to the corresponding CRM-field, a system integration (mapping) is necessary.

   The first thing, we would need from you is to tell us, which event (questionnaire) you would like to have mapped. You can create a master event in your dashboard. This master event will also serve as blueprint, that can easily be duplicated for all following shows.

   

2. Download the field definitions

3. Customer Specifications

   Secondly, what we need to know is, which question's answer should be sent to which corresponding field in your CRM system. For that purpose, there is an Excel spreadsheet, 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. 

    

   

    

4. Please navigate to "Settings -> Export" in the desired event and download the excel template at "custom system integration":

5. You can  also 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