3 - Mapping

Step 1: Locate mapping

• Log in to the application.
• Click on “Development”.
• Click on “Membership Portal”.
• Click on “Settings”.
• Click on “Sync activity”.
• Click on “Settings”.

Step 2: Match the fields

• Click on each gear icon per record.
• Click on the match the field.
• Click on “Save”.
• Repeat as many times as needed.

Step 3: Sync data

• Click on “Sync activity”.
• Click on “Request data”.

Example of mapping fields

Data Added: Date added

Email Address: Email Addresses > Email address

First Name: First name

Last Name: Last/Organization/Group/Household name

Phone Number: Phones > Number

Membership ID: Member > Membership > Membership ID

Membership Type: Member > Membership > Membership level type

Membership Level: Member > Membership > Membership level

Membership Status: Member > Membership Status

Membership System Record ID: Member > Membership > System Record ID

System Record ID: Constituent record