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How to download the field definitions?

The field definitions are an overview of all fields in your CRM system. With this file we can connect the fields from snapAddy DataQuality or VisitReport to the fields of your CRM system.

1. Connect to your CRM system


2. If you are successfully connected to the CRM, download the field definitions.

 
 

If you are asked to do so, simply send the downloaded JSON file to the snapAddy employee. There is no need to open this file.