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Connector - Data Mapping

Customize your CRM data with data mapping

Data mapping means defining the information you want to export from Vainu to your CRM. The word comes from mapping the data fields in Vainu to data fields in your CRM. From Vainu you can export Companies/Organizations and Contacts/People. 

 

Every CRM is different and that's why we wanted to make the workflow between Vainu and your CRM as smooth as possible. Data mapping is available for these CRM systems: Dynamics, Hubspot, Pipedrive, and Salesforce.

 

If you want to edit the company information you are exporting to CRM you can do it here on the Data mapping settings. By editing the mapping on the Organizations/Companies-side, you select which data you export to CRM's Account section.

On the People/Contacts-side, you can select wat Contact information is exported from Vainu to your CRM. (Note: Pipedrive CRM is only used as an example, this goes for other CRM's as well.)

Data Mapping overview

How to do the mapping?


On the left side, you can find all the data points available for mapping in Vainu, and on the right side, you can pick the field where the data goes in your CRM. When you open the dropdown menu you can see all available fields in your CRM. If there is no compatible field you can also create one by selecting the "+ create field" -option. It is not possible to map multiple data points to the same CRM field. Please keep in mind, that only the Account Admin can do the mapping and it is the same for everyone.

 

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You can map as many or as few data points as you wish. It depends completely on your own preferences. 

Make sure that the CRM data fields are compatible with the selected data points. Otherwise, the export might fail and cause an error message. If this happens, check your mapping and if needed, contact Vainu Support.

If the company or contact doesn’t have the data value in Vainu, the field is left empty in your CRM. 

Data fields available for mapping 

Vainu exports information to these fields when you export one or multiple companies to your CRM. Automatic updates will also update these fields, and you can learn more about them here. Note that the Contacts fields do not have automatic data updates.

People 

  • First name
  • Middle name
  • Last name
  • Email
  • Phone number
  • Title


Organizations

Company profile

  • Company name
  • Vainu Company view
  • Business ID
  • Visiting address
  • Visiting city
  • Visiting postal code
  • Visiting country
  • Postal address
  • Postal city
  • Postal code
  • Postal country
  • Company phone
  • Company status
  • Company legal entity
  • Company description
  • Auxiliary name
  • Registration date
 

 

Industry and Financial information

 

  • Industry (Official)
  • Industry (ISIC code)
  • Industry (LinkedIn)
  • Employee Count
  • Revenue ({user's currency})
  • Revenue (local currency)
  • Currency code
  • Development of revenue (%)
  • Equity to assets ratio (%)

 

Website

  • Domain name
  • Website
  • LinkedIn profile
  • Twitter profile

 

Should you have any questions or concerns related to Vainu or mapping data points, please chat with us or email at support@vainu.io. 💁🏼‍♀️