Field Mappings

Mappings basically is matching your columns to the correct fields. The only required fields are Email and Is Unsubscribed, everything else is optional, so your CSV file should have one column for Email and one column for Unsubscribed. By default, unassociated fields will not be mapped.

To create a new custom field from the column, tick "Make Custom Field" and FunnelBud will create a text input field with the same name. If you need to map to a different type of field, make sure to create the custom field first before importing.

For new imports, if there's an Email column, it will automatically map to Email field and the rest of the fields will be empty.

If you've imported and mapped columns to fields before, FunnelBud will remember the mappings automatically everytime you import.

In some cases, FunnelBud will map automatically if the column name is the same as the field name.

Mapping to Different Field Types

Text Input

• Accepts any alphanumeric data, with a limit of 256 characters

Dropdown Select

• Accepts alphanumeric data but it must match exactly one of the options in the menu
• If the value doesn't match of the options, FunnelBd will save the data in the background, but it will display "Save value not in list: [Value]" in the Contact profile. If you add the unmatched value in the options menu (via Custom Fields), it will be displayed in the Contact profile
• Accepts only one value. If values are separated by comma, it will be saved as a single value and will not match any of the options. But if you edit via Custom Field and change the type to Checkbox, the appropriate checkboxes will be ticked.

Checkbox Group

• Accepts alphanumeric data but it must match the at least one of the options in the menu
• If the value doesn't match of the options, FunnelBud will save the data in the background, but it will display "Save value not in list: [Value]" in the Contact profile. If you add the unmatched value in the options menu (via Custom Fields), it will be displayed in the Contact profile
• Accepts more than one values. To tick more than one checkboxes, combine values together separated by comma
• If you update ticked checkboxes with blank value, the checkboxes will be unticked
• If one checkbox is ticked and you import another value, the field value will be overwritten

Radio Button

• Accepts alphanumeric data but it must match exactly one of the options in the menu
• If the value doesn't match of the options, FunnelBud will save the data in the background, but it will display "Save value not in list: [Value]" in the Contact profile. If you add the unmatched value in the options menu (via Custom Fields), it will be displayed in the Contact profile
• Accepts only one value. If values are separated by comma, it will be saved as a single value and will not match any of the options. But if you edit via Custom Field and change the type to Checkbox, the appropriate checkboxes will be ticked.
• Radio button is displayed as Dropdown Select in Contact Profile

Bit

• Accepts any of these 2 values: 0 or 1, True or False, Yes or No
• Blank, other numbers, letters or words will not tick the box

Boolean

• Accepts any of these 2 values: 0 or 1, True or False, Yes or No
• Blank, other numbers, letters or words will not tick the box

Date Picker

• Accepts similar data formats. If the Date Picker format is YYYY-MM-DD, it will accept MM/DD/YYYY and Month D YYYY. But it incorrectly save a date with 2-digit year format like DD-MM-YY
• If value is alphanumeric, it still save the current date

URL

• Accepts any alphanumeric data and doesn't check if it's a valid URL format

Mapping to Default Fields

FunnelBud default fields that you can use in mapping:

SharpSpring ID

• Can be used to update contacts with no email address, in that case First Name and Last Name will be required for any contacts that don't have an email (otherwise the import will fail for those contacts).

External CRM ID

• Used in CRM data migration, used to associate Opportunities and Notes to Contacts

First Name, Last Name

Email

• Accepts a valid email address. Contacts with invalid email address format will not be imported

Company Name, Title, Industry, Website

Phone Number, Extension, Mobile Phone, Fax

• Accepts any phone number format and even alphanumeric data but it will appear red in the Contact profile

Street, City, State

Country

• If the value is not among the list of countries, it will not be saved

ZIP

Description

Lead Score

Lead Owner

• If the lead owner is not among the users of the account, it will not be saved

Lead Status

Has Opportunity, Is Unsubscribed, Is Qualified, Is Opted In, Is Contact

• Accepts 0 and 1, True and False