Field mapping tells PloverCRM where each incoming source column or form field should be stored on a lead.
Map fields #
- Open the source setup or CSV import mapping step.
- Review the incoming field names and sample values.
- Select the matching PloverCRM field for each incoming field.
- Map standard fields such as name, email, and phone to the correct destinations.
- Map custom fields only when their meaning and data type match.
- Leave unknown fields unmapped rather than assigning them incorrectly.
- Review required fields and save the mapping.
Check the mapping #
Use the preview or an approved test submission to confirm that values appear in the intended fields. Check phone and email formatting, dates, numbers, and multi-value fields carefully.
A mapping error can place customer information in the wrong field or cause a submission to fail validation.
