Calling List Field Mapping Match Details
When you upload a calling list, Personal Connection (PC) automatically attempts to map fields from the calling list to system fields. It looks for an exact match or a partial match. The table below documents the exact and partial matches that the system maps automatically. If you use this as a guide for naming columns in your calling lists, PC can accurately map them to system fields.
System Field Name | Exact | Partials |
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PhoneNumber | number, PhoneNumber | phone |
Priority | Priority, HotLead | priority, hot |
ExternalId | ExternalId | record, unique, id, external |
FirstName | FName, FirstName | first |
LastName | LName, LastName | last, name |
Score | Score | score |
State | State | state |
Zip | Zip | zip, postal |
Address | Address | addr |
City | City | city |
CallerID | CallerID | caller |
ConfirmationRequired | ConfirmationRequired | confirm, required, confirmation |
Compliance | IsCellPhone, Compliance | compliance, comp |
TimeZone | TimeZone | zone, TZ |
OverrideFinalizationStatuses | OverrideFinalizationStatuses | override |
CallRequestDateTime | CallRequestDateTime | request, date, preferred, callback |
CallRequestStaleMinutes | CallRequestStaleMinutes | stale |
Notes | Notes | note |
ExpirationDate | ExpirationDate | exp |
Agent | Agent, AgentId | agent, agt |
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