Fields Available to Sync

Contact (Individual or Business), Membership, and Contact Custom Fields can be synced. Contacts in the source database who (1) have an active membership and (2) the membership is a type that is mapped in the Sync Connection, will pass the following information to the Target:

Contact Record Fields:

Contact Fields
Individual	Business	Section	Field(s)
✔️	✔️	Contact Overview > Contact Info	Email Email address cc Email Type Primary
✔️	✔️	Contact Overview > Contact Info	Phone Phone Number Type Primary For Internal Use Only R
✔️	✔️	Contact Overview > Contact Info	Site Web Address Type Primary URL Text For Internal Use Only R
✔️	✔️	Contact Overview > Contact Info	Address - all address info
✔️	✔️	Header > Edit Business/Individual button	Account Number
✔️		Header > Edit Individual button	Contact’s Name First Name Last Name Middle Name Suffix Prefix Common Name Title
	✔️	Header > Edit Business button	Org/Business Name
✔️	✔️	Header > Edit Business/Individual button	Email Email Address Type
✔️	✔️	Header > Edit Business/Individual button	Phone Phone Number Type
✔️	✔️	Header > Edit Business/Individual button	Site Web Address Type
✔️	✔️	Header > Edit Business/Individual button	Address - all address info
✔️		Header > > Merge Contact	All contact info noted above for Individual contacts
	✔️	Header > > Merge Business	All contact info noted above for Org/Business contacts
✔️	✔️	Header > > Delete Contact	Contact is removed
✔️	✔️	Contact Overview > Contacts (Org-Ind contact relationships)	Contact relationship and all Individual/Org contact info Primary Contact designation

Membership Fields:

Membership Fields
Individual	Business	Section	Field(s)
✔️	✔️	Left Menu > Memberships > Memberships tab > Add Membership window	Membership Type Exp. Date Join Date Status Owner Contact Owner Email Billing Contact Billing Email Spike Contact Primary Contact Primary Contact Email All related contact’s info
✔️	✔️	Contact Overview > Memberships > > Add New Membership	Membership Type/Level Exp. Date Join Date Status Owner Contact Owner Email Billing Contact Billing Email Spike Contact Primary Contact Primary Contact Email All related contact’s info
✔️	✔️	Contact Overview > Memberships > > Upgrade/Downgrade Membership	Membership Type/Level Exp. Date Status Owner Contact Owner Email Billing Contact Billing Email Primary Contact Primary Contact Email
✔️	✔️	Contact Overview > Memberships > > Drop or Delete Membership	(Drop) End Date (Drop, Delete) Status
✔️	✔️	Contact Overview > Memberships > > Re-Activate Membership	Membership Type/Level Exp. Date Chapter [restored]
✔️	✔️	Contact Overview > Membership > click membership name to open Membership Details window	MSN Primary Contact Billing Contact

Tenant to Tenant (T2T) Sync: Fields Available to Sync

Fields Available to Sync

Related Topics