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

 In order to start CRM mapping, Support needs certain information. For this purpose there is a template that you can fill in. Where exactly you can find it and what you need to fill in is explained below. If you want to know what CRM mapping means and how simple as well as individual CRM mapping works, click on this article. There you will also find a clear graphic.


    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. 



      You can download the Excel-sheets here:



      Microsoft Dynamics

      SAP Sales Cloud






    If you want to learn how to  individualize and customize your CRM mapping, check out this article.  There you will find examples of both simple and custom mapping, as well as a clear graphic.

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