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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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Step 4 – defining the fields and field mappings

We have defined the entities, how they relate to each other, and how they will be uniquely identified. The next step is to identify, for each entity, which fields we will be synchronizing and how they will map to each other. We also need to gather field characteristics such as type and size.

Customer field mapping

We shall start by looking at the customer entity. We make a list of the customer fields in the ERP that we would like to synchronize with CRM:

Customer field mapping

Sage ERP 300 customer screen showing some fields for the customer entity that we would like to synchronize

We can make the list by looking at the ERP ...

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