| Field |
Max Length* |
Required |
Notes |
| email |
75 |
Recommended |
Duplicates will be determined by PRIMARY email address. If a duplicate is found, the OLDEST record with the matching PRIMARY email will be used. What occurs when a duplicate is encounterd is defined in the Trigger. Email address will be automatically opted in. |
| firstname |
50 |
Conditional |
Recommended. A period charcter will be put in place if empty field is submitted |
| lastname |
50 |
No |
Recommended. A period charcter will be put in place if empty field is submitted |
| fullname |
50 |
Conditional |
Special Field:
If submitted, we will override firstname and lastname and attempt to automatically split the fullname into the firstname and lastname fields |
| birthday |
10 |
No |
Birthday year is optional. Use only formats MM/DD or MM/DD/YYYY. Zero pad leading digits, so month and day are always 2 digits. January 5th is 01/05. |
| otherfirstname |
50 |
No |
|
| otherlastname |
50 |
No |
|
| otherbirthday |
10 |
No |
Birthday year is optional. Use only formats MM/DD or MM/DD/YYYY. Zero pad leading digits, so month and day are always 2 digits. January 5th is 01/05. |
| company |
50 |
No |
|
| address |
50 |
No |
|
| city |
50 |
No |
|
| state |
20 |
No |
Recommended that this be the 2 digit state code for US addresses |
| postalcode |
20 |
No |
|
| phone1 |
20 |
No |
Will automatically be formatted to (xxx) xxx-xxxx |
| phone1note |
20 |
No |
Recommended that description is used if known (work, home, mobile, etc…) |
| phone1textoptin |
1 |
No |
Use value of "1" to opt in Phone 1 for texting |
| phone2 |
20 |
No |
Will automatically be formatted to (xxx) xxx-xxxx |
| phone2note |
20 |
No |
|
| phone2textoptin |
1 |
No |
Use value of "1" to opt in Phone 2 for texting |
| phone3 |
20 |
No |
Will automatically be formatted to (xxx) xxx-xxxx |
| phone3textoptin |
1 |
No |
Use value of "1" to opt in Phone 3 for texting |
| phone3note |
20 |
No |
|
| phone4 |
20 |
No |
Will automatically be formatted to (xxx) xxx-xxxx |
| phone4note |
20 |
No |
|
| phone4textoptin |
1 |
No |
Use value of "1" to opt in Phone 4 for texting |
| fax |
20 |
No |
Will automatically be formatted to (xxx) xxx-xxxx |
| otheremail |
75 |
No |
|
| custom1 |
50 |
No |
Recommended that you only use custom fields when user’s exact custom field mapping is known |
| … |
… |
… |
Custom 1 through 40 |
| custom40 |
50 |
No |
|
| memo |
50 |
No |
Brief memo for contact. This is not a note, but a brief memo that shows up on the contact’s page. Recommended less than 100 characters. |
| category |
50 |
No |
Must match the name of an existing Category exactly. Any mismatch will result in the category not being assigned. |
| category2 |
50 |
No |
Must match the name of an existing Category2 exactly. Any mismatch will result in the category2 not being assigned. (This is the customizable category)
|
| source |
50 |
No |
Must match the name of an existing Source exactly. Any mismatch will result in the source not being assigned. |
| othersystemid |
32 |
No |
For tracking the ID of this contact in another system |
| teammemberid |
|
No |
Must be the internal ID for a team member that owns a database inside of the matching account for the trigger. (Advanced use only) |
| addednote |
|
No |
When a contact is ADDED via the API, a note is added to the contact record. The default is “Contact Added via API”. You can override the default note with this field. |
| updatednote |
|
No |
When a contact is UPDATED, this note is added to the contact record. |