Fields Available to Sync
Contact (Individual or Business), Membership, and Contact Custom Fields can be synced. Contacts in the source database who (1) have an active membership and (2) the membership is a type that is mapped in the Sync Connection, will pass the following information to the Target:
Contact Fields |
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Individual |
Business |
Section |
Field(s) |
✔️ |
✔️ |
Contact Overview > Contact Info |
|
✔️ |
✔️ |
Contact Overview > Contact Info |
Phone
|
✔️ |
✔️ |
Contact Overview > Contact Info |
Site
|
✔️ |
✔️ |
Contact Overview > Contact Info |
Address - all address info |
✔️ |
✔️ |
Header > Edit Business/Individual button |
Account Number |
✔️ |
|
Header > Edit Individual button |
Contact’s Name
|
|
✔️ |
Header > Edit Business button |
Org/Business Name |
✔️ |
✔️ |
Header > Edit Business/Individual button |
|
✔️ |
✔️ |
Header > Edit Business/Individual button |
Phone
|
✔️ |
✔️ |
Header > Edit Business/Individual button |
Site
|
✔️ |
✔️ |
Header > Edit Business/Individual button |
Address - all address info |
✔️ |
|
Header > |
All contact info noted above for Individual contacts |
|
✔️ |
Header > |
All contact info noted above for Org/Business contacts |
✔️ |
✔️ |
Header > |
Contact is removed |
✔️ |
✔️ |
Contact Overview > Contacts (Org-Ind contact relationships) |
|
|
Membership Fields |
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Individual |
Business |
Section |
Field(s) |
✔️ |
✔️ |
Left Menu > Memberships > Memberships tab > Add Membership window |
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✔️ |
✔️ |
Contact Overview > Memberships > |
|
✔️ |
✔️ |
Contact Overview > Memberships > |
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✔️ |
✔️ |
Contact Overview > Memberships > |
|
✔️ |
✔️ |
Contact Overview > Memberships > |
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✔️ |
✔️ |
Contact Overview > Membership > click membership name to open Membership Details window |
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