Field mapping is used to send data between Spotter and RD Station Marketing. It is required in cases where there are custom fields created in Spotter or RD Station. To configure the field mapping, it is necessary that the general integration is already configured. To learn more about how the integration with RD Station works, click here .
IMPORTANT: If there are only standard fields, the mapping is automatic and this configuration is not required.
Follow the steps described below to map Exact Spotter fields with RD Station quickly and easily:
1. Login to the Exact Spotter page with a Manager account .
a. Enter your email and password, then click Sign In .
2. After login , go to the side menu Settings > Integrations > Digital Marketing and click on the Field Mapping button .
3. Select the custom fields you want to configure in the Sending (from Spotter to RD Station) and Receiving (from RD Station to Spotter) steps .
4. Define the detail of the previous field that will be sent in the integration. For example: if before you selected State , now you will be presented with options such as State Name . It will be the same with the other fields.
5. Select the RD Station field where you want the record sent from Exact Spotter to be inserted.
6. After selecting and completing all field links, click Save in the lower right corner.
7. The grid below will list all fields mapped between Exact Spotter and RD Station. After performing all the mappings, click Save.
That's it, your configuration is done.
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