Scan Contact Mapping
Scan Contact Mapping
Contact mapping allows data from the Scan Item object to be transferred to the Contact object. When a Scan Item record is processed, the mapped fields ensure that the OCR results are correctly populated into the corresponding fields of the Contact object.
The default mapped fields are:
- First Name
- Last Name
- Office Phone
- Mobile Phone
- Fax
- Address Street
- Address State
- Address Country
- Account
- Notes
- Address Zip
Note: Required fields on the Contact object will be greyed out.
By default, only the standard scan item fields are mapped to the Contact object. Any custom fields added to the Scan Item object will require corresponding fields on the Contact object and must be mapped using Scan Contact Mapping. Data from fields that are not mapped will not be transferred to the new Contact record.
Scan Contact Mapping
To map fields from the Scan Item object to the Contact object, follow these steps:
1. From the navigation menu, select “Scan Contact Mapping”.
2. On the bottom of the Scan Contact Mapping page, click “Add Field”.
3. In the Scanning Item Object column, select the field you wish to map to the Contact object.
4. In the Contact Object column, select the corresponding field on the Contact object.
5. Repeat the process for any additional fields you wish to map.
6. When finished, click “Save Mapping”.
7. A success message will appear once the update is complete.
