Sugar Market provides multiple out-of-the-box fields and also syncs contact and lead fields from your CRM. Due to this, it can sometimes be difficult to determine which fields are relevant to your customized workflow. Here’s how to ensure you are selecting the correct fields for your contact card layout or form fields.
Step 1: Check the Hard-Mapped Fields
Some fields have different names between your CRM and Sugar Market but are hard-coded to sync. These are called hard-mapped fields. Hard-mapped fields are fields that Sugar Market out of the box fields that map to fields with the same functionality in your CRM. For example, Sugar Market's field may be FirstName but in your CRM it could be First_Name, but since this is a common use case the code is already designed to map these for a seamless experience. The following resources provide lists of these mappings for various CRMs:
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SugarCRM: Hard-Mapped Fields
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Infor CRM: Hard-Mapped Fields
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Microsoft Dynamics CRM: Hard-Mapped Fields
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NetSuite: Hard-Mapped Fields
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Sage CRM: Hard-Mapped Fields
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Salesforce CRM: Hard-Mapped Fields
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Bullhorn CRM: Hard-Mapped Fields
Step 2: Verify the Field Name for Non-Hard-Mapped Fields
If the field you are working with is not hard-mapped, it will sync based on its field name. To ensure the correct field is syncing:
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Find the Field Name in Sugar Market:
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Navigate to Administration View > CRM Administrator > Field Definitions > Leads/Contacts.
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This will provide a list of all lead and contact fields in your system.
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Compare with Your CRM’s Database Name:
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The field name in Sugar Market should match the database name of the corresponding field in your CRM.
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If there’s a mismatch, check for any naming discrepancies or customizations in your CRM.
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Summary
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Use the hard-mapped field resources to check if your field has a predefined sync.
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If the field is not hard-mapped, confirm that the field name in Sugar Market matches the database field name in your CRM.
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Navigate to the Field Definitions section in Sugar Market to review all available lead and contact fields.
By following these steps, you can ensure seamless synchronization and prevent issues caused by selecting similarly named but incorrect fields.