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. The Example column shows a sample value so you can see the shape of the data. Fields marked (Broker Only) or (Employer Only) only carry data for that record type.

Contact fields

For syncing Broker Contacts and Employer Contacts. The example below is a broker contact. It is a fictional person, so the name, email, and phone values are illustrative only.

Label	BenefitFlow field name	Type	Example
LinkedIn Profile Url	`employee_profile_url`	Text	linkedin.com/in/john-smith
First Name	`first_name`	Text	John
Last Name	`last_name`	Text	Smith
Work Email	`work_email`	Text	john.smith@example.com
Company Name	`broker_name`	Text	Aon
Job Title	`experience_title`	Text	Senior VP, Employee Benefits
Employee City	`employee_city`	Text	Los Angeles
Employee State Long (Ex: Florida)	`employee_state`	Text	California
Employee State Code (Ex: FL)	`employee_state_code`	Text	CA
Employee Country (Ex: USA)	`employee_country`	Text	USA
Employee Country Long (Ex: United States)	`employee_country_long`	Text	United States
Mobile Phone Number 1	`mobile_phone_1`	Text	+15555550142
Professional Phone Number 1	`professional_phone_1`	Text	+15555550188
List Owner CRM ID	`list_owner_external_crm_id`	Text	—
Mobile Phone Formatted	`mobile_phone_formatted`	Text	(555) 555-0142
Work Phone Number Formatted	`work_phone_formatted`	Text	(555) 555-0188
Full Name	`employee_name`	Text	John Smith
Company Website	`website`	Text	aon.com
Record Type	`contact_type`	Text	Broker Contact
Years at Company	`total_years_at_company`	Number	6
Years in Role	`total_years_at_role`	Number	3.5
Employee Zip Code	`employee_location_zip`	Text	90017
Office Address (Broker Only)	`employee_office_address`	Text	707 Wilshire Blvd Los Angeles CA 90017
Office City (Broker Only)	`employee_office_city`	Text	Los Angeles
Office State (Broker Only)	`employee_office_state`	Text	California
Office State Code (Broker Only)	`employee_office_state_code`	Text	CA
Office Zip Code (Broker Only)	`employee_office_zip_code`	Text	90017
Contact Job Role	`general_job_title`	Text	Producer
Line Types	`line_types`	Text	Life, Health
Company Profile URL	`company_profile_url`	Text	linkedin.com/company/aon
Lead Source	`lead_source`	Text	BenefitFlow
Export Date	`export_date`	Date	2026-08-20
Data Last Updated	`data_last_updated`	Date	2026-07-23

Account fields

For syncing Broker and Employer records (the top-level company). The example below is an employer, Trader Joe’s.

Label	BenefitFlow field name	Type	Example
Company Name	`broker_name`	Text	Trader Joe’s
Company Website	`website`	Text	traderjoes.com
Company ID	`company_id`	Text	3bf66970-1e77-55b6-a55b-80d33568afc1
Street Address	`street_address`	Text	800 S Shamrock Ave
City	`city`	Text	Monrovia
State (Ex: Florida)	`state_long`	Text	California
State Code (Ex: FL)	`state_code`	Text	CA
Zip Code	`zip_code`	Text	91016
Industry	`industry`	Text	Supermarkets and Other Grocery Retailers
Number of Employees (Employer Only)	`num_employees`	Text	69,794
Funding Type (Employer Only)	`employer_funding_type`	Text	Fully-Insured
Primary Broker (Current, Employer Only)	`employer_primary_broker_name`	Text	Aon
Primary Broker ID (Employer Only)	`primary_broker_company_id`	Text	1358b9d1-eca4-5a31-a6f8-cf44ad89fa3a
Primary Broker Office ID (Employer Only)	`primary_broker_closest_office_id`	Text	00edab49-c941-5a72-b859-0be8db417b50
Benefit Eligible Employees (Employer Only)	`employer_benefit_eligible_employees`	Text	69,794
Employer Renewal Date (Employer Only, Ex: January)	`employer_renewal_date`	Text	Jul 1
Benefit Renewal Month (Employer Only)	`employer_renewal_month`	Text	July
List Owner CRM ID	`list_owner_external_crm_id`	Text	—
Employer EIN	`employer_ein`	Text	951987958
5500 Signor Name	`signed_name`	Text	John Smith
Entity Type	`entity_type`	Text	Single-Employer
Plan Name	`plan_name`	Text	TRADER JOE’S COMPANY GROUP HEALTH PLAN
Policy Number	`policy_number`	Text	9
Carrier	`carrier_master_name`	Text	Blue Shield California
Line of Business, Detail	`lines_of_business_detail`	Text	Accidental Death and Dismemberment
Covered Lives	`covered_lives`	Text	56,818
Primary Broker (Latest 5500 Filing)	`master_broker_name`	Text	Aon
Primary Broker Website (Employer Only)	`primary_broker_website`	Text	aon.com
PEO	`employer_peo_name`	Text	—
Accounting Firm	`accountant_firm_name`	Text	Holthouse Carlin & Van Trigt
Filing Date	`filing_date`	Text	2025-06-30
Record Type	`record_type`	Text	Employer
Company LinkedIn URL	`profile_url`	Text	linkedin.com/company/trader-joe’s
Employer NAICS Code	`employer_naics_code`	Text	44511
Benefits Rating	`employer_avg_reviews_rating`	Number	4.0
Phone Number	`sponsor_phone_number`	Text	(626) 599-3700
Total Premiums	`primary_carrier_premiums`	Number	463,368,026
Line of Business	`lob_categories_list`	Text	Health, Dental, Vision, Prescription Drug, Life Insurance, …
Primary Broker Commissions	`primary_broker_commissions`	Number	21,282
Primary Broker Closest Office City	`primary_broker_closest_office_city`	Text	Los Angeles
Primary Broker Closest Office State	`primary_broker_closest_office_state`	Text	CA
Primary Broker Closest Office Zip	`primary_broker_closest_office_zip`	Text	90017
Primary Broker Closest Office Address	`primary_broker_closest_office_address`	Text	707 Wilshire Blvd Los Angeles CA 90017
P&C Renewal Date	`employer_pnc_renewal_date`	Text	Jul 1
P&C Broker	`employer_pnc_broker_name`	Text	Aon
P&C Carrier	`employer_pnc_carrier_name`	Text	Lm Insurance

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.

Broker records use this same table, but only the general company fields carry data (Company Name, Company Website, Company ID, address, Company LinkedIn URL, Record Type). The employer and benefits fields stay empty. Example broker: Aon · aon.com · Company ID 1358b9d1-eca4-5a31-a6f8-cf44ad89fa3a · Chicago, IL · Record Type Broker.

Child Account fields

For syncing Broker office locations (branches under a broker). The example below is the Aon Los Angeles office.

Label	BenefitFlow field name	Type	Example
Company Name	`broker_name`	Text	Aon
Company Website	`website`	Text	aon.com
Broker Office ID	`broker_office_id`	Text	00edab49-c941-5a72-b859-0be8db417b50
Street Address	`broker_office_address`	Text	707 Wilshire Blvd Los Angeles CA 90017
Office City	`broker_office_city`	Text	Los Angeles
Office State (Ex: Florida)	`broker_office_state`	Text	California
Office State Code (Ex: FL)	`office_state_code`	Text	CA
Office Zip Code	`office_zip_code`	Text	90017
Office Country Code (Ex: US)	`office_country_code`	Text	US
Office Country Long (Ex: United States)	`office_country_long`	Text	United States
List Owner CRM ID	`list_owner_external_crm_id`	Text	—

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.

Connecting Your CRM (Admin Setup)

Connect your CRM and build your first mapping table.

CRM Integrations: 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

Connecting Your CRM (Admin Setup)

CRM Integrations: Association Architecture

​How the fields are organized

​Contact fields

​Account fields

​Child Account fields

​Related Resources

CRM Integrations: Overview Guide

Connecting Your CRM (Admin Setup)

CRM Integrations: Association Architecture

How the fields are organized

Contact fields

Account fields

Child Account fields

Related Resources