Overview
The “Field Mapping Test” feature is designed to enhance the integration process by ensuring data accuracy and reliability as a pre-emptive step. By proactively testing and validating field mappings before account users start exporting to CRM, admins can save time and reduce the number of potential field map errors, leading to a smoother, more efficient workflow.
Use Case
The Field Mapping Test feature for integrations offers proactive data management by preventing discrepancies and errors before they occur, ensuring your data remains accurate and reliable.
This enhanced integration capability allows for seamless integration with third-party CRMs, making the process smooth and efficient. By identifying potential issues early, it saves valuable time and speeds up the integration process.
With this feature, admins can have increased confidence, knowing that their data will be mapped correctly and minimize the amount of errors, ultimately providing a more reliable and efficient workflow.
💡 Note: Editing integration settings can only be done by the Lusha account's admin.
How it works
After successfully connecting to your 3rd party tool (you can find here more information), go to the “Field mapping” screen.
In the screen make sure to select which object you’d like to enrich. (For instance, when using SalesForce: Leads, Contacts or Accounts.)
Add a new field by clicking the “Add field” button on the bottom left and choose the field you want to connect. If you already have the fields set up, you can choose an existing field you want to connect and update according to your tool.
4. Choose in the dropdown the right field you want to connect to the Lusha field.
5. Click on the “Test mapping” button on the bottom right.
6. If the test has been successful- the button will change to a green button with an approval icon.
7. If the test has detected an error- you’ll get an error screen that will ask you to correct the Lusha field to the right field in your tool.
FAQs ⚒️
Q1: How do I access the Field Mapping Test feature?
A: Only admins can access this feature. Go to the integration page in Lusha dashboard, click to Connect or on the 'Manage' button for each connected integration, and then navigate to the 'Field Mapping' section where the feature will be shown for each object.
Q2: What if my test shows errors in the mapping?
A: The test report will highlight any errors. You can then adjust the field mappings accordingly and re-run the test until all issues are resolved.
Q3: Can I test multiple field mappings at once?
A: We recommend testing field by field for optimal accuracy. The Field Mapping Test feature allows you to test individual fields, and if an error is found, you will need to run the test again to identify other potential errors in the selected fields. This thorough approach ensures each field is accurately mapped.
Q4: Is the Field Mapping Test feature available for all CRMs?
A: The feature supports all major CRMs that integrate with Lusha. For a complete list, please refer to our integration documentation.
Q5: How often should I use the Field Mapping Test feature?
A: It’s recommended to use this feature whenever you set up a new integration or make changes to existing field mappings.
Q6: What types of errors can the Field Mapping Test identify?
A: The test can identify mismatched fields, data type inconsistencies, and missing required fields.
To learn more about field mapping types, click here.