CRM Integrations: Field Mapping Reference

This is the complete list of BenefitFlow fields you can map to your CRM. Use it to plan your mapping table before you build it in the app, so you can search the fields here instead of scrolling the dropdowns. You configure mappings in Integration Settings → Field Mappings. For how mapping, matching, and overwrite behavior actually work, see the CRM Integrations: Overview Guide. This page is the reference, not the how-to.

How the fields are organized

BenefitFlow maps to three object types in your CRM. Each has its own field list:

Object	What it syncs	Maps to your CRM’s
Account	Brokers and Employers (the top-level company)	Account
Child Account	Broker office locations (branches under a broker)	Account (child of the parent)
Contact	Broker contacts and Employer contacts	Contact (or Lead)

Leads: In Salesforce and Microsoft Dynamics, Leads use the same field list as Contacts. HubSpot has no Lead object, so all people sync as Contacts.

The Label column is exactly what you see in the app. The BenefitFlow field name is the underlying data field, useful when you are matching against a bulk export or SFTP file. Fields marked (Broker Only) or (Employer Only) only carry data for that record type.

Contact fields

For syncing Broker Contacts and Employer Contacts.

Label	BenefitFlow field name	Type
LinkedIn Profile Url	`employee_profile_url`	Text
First Name	`first_name`	Text
Last Name	`last_name`	Text
Work Email	`work_email`	Text
Company Name	`broker_name`	Text
Job Title	`experience_title`	Text
Employee City	`employee_city`	Text
Employee State Long (Ex: Florida)	`employee_state`	Text
Employee State Code (Ex: FL)	`employee_state_code`	Text
Employee Country (Ex: USA)	`employee_country`	Text
Employee Country Long (Ex: United States)	`employee_country_long`	Text
Mobile Phone Number 1	`mobile_phone_1`	Text
Professional Phone Number 1	`professional_phone_1`	Text
List Owner CRM ID	`list_owner_external_crm_id`	Text
Contact Owner	`owner_email`	Text
Mobile Phone Formatted	`mobile_phone_formatted`	Text
Work Phone Number Formatted	`work_phone_formatted`	Text
Full Name	`employee_name`	Text
Company Website	`website`	Text
Record Type	`contact_type`	Text
Years at Company	`total_years_at_company`	Number
Years in Role	`total_years_at_role`	Number
Employee Zip Code	`employee_location_zip`	Text
Data Last Updated	`last_scrape_date`	Date
Office Address (Broker Only)	`employee_office_address`	Text
Office City (Broker Only)	`employee_office_city`	Text
Office State (Broker Only)	`employee_office_state`	Text
Office State Code (Broker Only)	`employee_office_state_code`	Text
Office Zip Code (Broker Only)	`employee_office_zip_code`	Text
Contact Job Role	`general_job_title`	Text
Line Types	`line_types`	Text
Carrier Appointments	`carrier_appointments`	Number
NPN Number	`npn_number`	Text
Company Profile URL	`company_profile_url`	Text
Lead Source	`lead_source`	Text
Export Date	`export_date`	Date
Data Last Updated	`data_last_updated`	Date

Account fields

For syncing Broker and Employer records (the top-level company).

Label	BenefitFlow field name	Type
Company Name	`broker_name`	Text
Company Website	`website`	Text
Company ID	`company_id`	Text
Account Type	`account_type`	Text
Street Address	`street_address`	Text
City	`city`	Text
State (Ex: Florida)	`state_long`	Text
State Code (Ex: FL)	`state_code`	Text
Zip Code	`zip_code`	Text
Industry	`industry`	Text
Number of Employees (Employer Only)	`num_employees`	Text
Funding Type (Employer Only)	`employer_funding_type`	Text
Primary Broker (Employer Only)	`employer_primary_broker_name`	Text
Primary Broker ID (Employer Only)	`primary_broker_company_id`	Text
Primary Broker Office ID (Employer Only)	`primary_broker_closest_office_id`	Text
Benefit Eligible Employees (Employer Only)	`employer_benefit_eligible_employees`	Text
Employer Renewal Date (Employer Only, Ex: January)	`employer_renewal_date`	Text
Benefit Renewal Month (Employer Only)	`employer_renewal_month`	Text
List Owner CRM ID	`list_owner_external_crm_id`	Text
Employer EIN	`employer_ein`	Text
5500 Signor Name	`signed_name`	Text
Entity Type	`entity_type`	Text
Plan Name	`plan_name`	Text
Policy Number	`policy_number`	Text
Carrier	`carrier_master_name`	Text
Line of Business, Detail	`lines_of_business_detail`	Text
Covered Lives	`covered_lives`	Text
Renewal Date	`renewal_date`	Text
Primary Broker	`master_broker_name`	Text
Primary Broker Website (Employer Only)	`primary_broker_website`	Text
PEO	`employer_peo_name`	Text
Accounting Firm	`accountant_firm_name`	Text
Filing Date	`filing_date`	Text
Record Type	`record_type`	Text
Company LinkedIn URL	`profile_url`	Text
Employer NAICS Code	`employer_naics_code`	Text
Benefits Rating	`employer_avg_reviews_rating`	Number
Phone Number	`sponsor_phone_number`	Text
Total Premiums	`primary_carrier_premiums`	Number
Line of Business	`lob_categories_list`	Text
Primary Broker Commissions	`primary_broker_commissions`	Number
Primary Broker Closest Office City	`primary_broker_closest_office_city`	Text
Primary Broker Closest Office State	`primary_broker_closest_office_state`	Text
Primary Broker Closest Office Zip	`primary_broker_closest_office_zip`	Text
Primary Broker Closest Office Address	`primary_broker_closest_office_address`	Text
P&C Renewal Date	`employer_pnc_renewal_date`	Text
P&C Broker	`employer_pnc_broker_name`	Text
P&C Carrier	`employer_pnc_carrier_name`	Text

Benefits-specific fields (Form 5500 details, plan and policy data, premiums, and P&C fields) populate only for employers that have the underlying filing data on record. Employers without a filing on file will show these fields as empty.

Child Account fields

For syncing Broker office locations (branches under a broker).

Label	BenefitFlow field name	Type
Company Name	`broker_name`	Text
Company Website	`website`	Text
Broker Office ID	`broker_office_id`	Text
Account Type	`account_type`	Text
Street Address	`broker_office_address`	Text
Office City	`broker_office_city`	Text
Office State (Ex: Florida)	`broker_office_state`	Text
Office State Code (Ex: FL)	`office_state_code`	Text
Office Zip Code	`office_zip_code`	Text
Office Country Code (Ex: US)	`office_country_code`	Text
Office Country Long (Ex: United States)	`office_country_long`	Text
List Owner CRM ID	`list_owner_external_crm_id`	Text
Broker Commissions	`broker_commissions`	Number
Carrier Premiums	`carrier_premiums`	Number

Allow Overwrite is per-field. For any mapped field, admins can toggle Allow Overwrite on or off. When it is off, BenefitFlow only writes to the field if the current value in your CRM is empty. When it is on, BenefitFlow overwrites whatever is there. See the Overview Guide for details.

CRM Integrations: Overview Guide

How mapping, matching, and duplicate prevention work.

CRM Integrations: Getting Started

Connect your CRM and build your first mapping table.

CRM Integration: Association Architecture

How BenefitFlow links brokers, offices, employers, and contacts.

Salesforce Integration

HubSpot Integration

Dynamics Integration

Bulk Data (SFTP)

CRM Integrations: Field Mapping Reference

How the fields are organized

Contact fields

Account fields

Child Account fields

CRM Integrations: Overview Guide

CRM Integrations: Getting Started

CRM Integration: Association Architecture

​How the fields are organized

​Contact fields

​Account fields

​Child Account fields

​Related Resources

CRM Integrations: Overview Guide

CRM Integrations: Getting Started

CRM Integration: Association Architecture

How the fields are organized

Contact fields

Account fields

Child Account fields

Related Resources