Custom mapping allows mapping to the Account, Contact, or Opportunity objects.
Before you get started note that:
- Primary Campaign Source cannot be changed if a transaction has been made through a Fundraiser.
- Contact mapping is not available for Person Accounts and is provided for backward compatibility.
Click the “+ ADD” button to create new Custom Mapping or select Edit from the Action list on an existing mapping.
Processing Order – The number entered here will determine the order of processing for mapping.
Based On - You may set up custom mapping based on the following:
Campaign SKU: This SKU is assigned in the CONNECT Campaign under Campaign Details > Basic Information > Campaign SKU.
Custom Question: Custom Questions are added in the CONNECT Campaign under Campaign Details > Payment Settings > Custom Questions.
Form SKU: This SKU is assigned in the CONNECT Campaign while editing a form in Form Builder under Settings > General Settings > Form SKU.
Fundraiser: Individuals that are raising money on behalf of your Organization through our Peer-to-Peer Site features.
Item SKU: This SKU may be assigned in several places. They are:
- CONNECT Campaign > Payment Settings > Payment Options
- CONNECT Campaign > Campaign Details > Additional Fee
- CONNECT Campaign > Campaign Details > Custom Questions (as SKU suffix)
- Salesforce > Contact > Quick Charge
- Click & Pay > Settings > Virtual Terminal > Basic
- Click & Pay Settings > Virtual Terminal > Basic > Pledge Payment
- Click & Pay Settings > Virtual Terminal > Default Items
- Click & Pay Vault > Virtual Terminal > Batch Upload, Report Batch Upload, and Manual Batch Entry
- Click & Pay Vault > Invoice
- Click & Pay Vault > Invoice Policy > Late Fee, Additional Payment
- Click & Pay Vault > Pledge -- SKU Conditions
- Click & Pay Store Events > Catalog > Store Products > Data
- Click & Pay Store Events > Catalog > Event Tickets > Data
- Click & Pay Store Events > Catalog > Salesforce Products
Total Charge: This is the total charged for the transaction. This may be used for zero-dollar transactions by setting the Create Type to “Do Not Create.”
Tracker – Trackers are added to the CONNECT donation form URL. Refer to the following Knowledge Base Article: https://support.clickandpledge.com/s/article/connect-url-parameters1
Transaction Campaign - Enter the name of the Transaction Campaign you would like to use for mapping data to the Account, Contact or Opportunity.
Condition - Condition selections will change depending on the “Based On” Option selected.
Primary Object – Select the Account, Contact, or Opportunity object to map to.
Object Map – This option is only available if the Primary Object is Account or Contact. Here you may select a custom object you have created.
Field(s) - After selecting the custom object, and object map if applicable, you will be given a list of Fields for that object to select from. You may select multiple fields to be mapped.