During the setup of your integration, you will need to match up data fields in your system with CustomerGauge fields.

First of all, you will need to decide which data fields you want to pull from your system, and how these fields should be stored in CustomerGauge. You can decide this in the 'Fields to pull' step of the setup.

Fields to pull

Before mapping any fields, you will need to decide from which object in your external system you wish to pull data. Once you have chosen the object, the available fields in that object will load into the dropdowns in the 'Map data fields' section of this page.

In this section, you will see all of the fields available in your CustomerGauge system in the left-hand side column. For each field, you can choose an appropriate field from your external system. For example, you can match 'FirstName' from your Salesforce system to 'First Name' in CustomerGauge.

Asterisks will indicate any fields that are mandatory in your CustomerGauge import settings - typically at least email, first name and last name are required in order to send survey invitations. Make sure you link all mandatory CustomerGauge fields to appropriate fields from your external system. Additionally, if you wish to push back survey results, you should also make sure you map the object ID in this step. For example, if you're pulling data from the Contact object for surveying, make sure you map the Contact ID to a CustomerGauge field (for example, 'Customer Number'). When you map your Fields to push later on in the setup process, you can use this ID to link up the survey results in your system to the right Contact.

Next step: Pull criteria

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