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Data Sent to IIABA
Oct 14, 2021
992
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IMPORTANT: Required Fields are indicated in red. |
The table below describes the field sent to AD.
| A/D | GrowthZone | Notes |
| NationalID | Account Number | Assigned by AD. When a new Active contact is synced to AD, AD will send this ID back to GrowthZone. While this field is editable in GrowthZone it should NOT be changed. |
| MailingLine1 | Address Line 1(Type: Mailing) | The Mailing Address fields are required fields when creating a contact in AD, best practice is to always add this field when creating a new contact in GrowthZone
The Mailing Address fields sync to the corresponding fields in GZ using an address of the “Mailing” address type. |
| MailingLine2 | Address Line 2 (Type: Mailing) | |
| MailingCity | City (Type: Mailing) | |
| MailingState | State (Type: Mailing) | |
| MailingZIP | Zip (Type: Mailing) | |
| MailingCountry | Country (Type: Mailing) | |
| PhysicalLine1 | Address Line 1(Type: Physical) | The Physical Address fields sync to the corresponding fields in GZ using an address of the “Physical” address type.
DO NOT HAVE MORE THAN ONE ADDRESS IN GZ SET TO PHYSCIAL ADDRESS. If the Mailing and Physical addresses are exact matches in AD, they will sync to one address in GZ using the “Physical and Mailing” address type. |
| PhysicalLine2 | Address Line 2 (Type: Physical) | |
| PhysicalCity | City (Type: Physical) | |
| PhysicalState | State (Type: Physical) | |
| PhysicalZIP | Zip (Type: Physical) | |
| PhysicalCountry | Country (Type: Physical) | |
| URL | Website | This should be “Homepage” type to synch with AD |
| Name | Contact Name | |
| Number Of Employees | Number of Employees | This custom field should be created as a part of initial setup, and will be displayed on the contacts More Info tab |
| Phone | Phone (Type: Main) | In A/D, Agencies and Branches only have 2 phone number types: Main and Fax. Individuals/Users have 5: Work, Home, Other, Mobile, and Fax. The phone numbers quantities and types must line up with these in GZ. |
| Fax | Phone (Type: Fax) | |
| EO Policy Number | EO Policy Number | This field is created during the initial setup, and will be sent from AD to GrowthZone after the sync. |
