CRM Integrations: Field Mapping Reference

Which reference do I need?

You want to	Use
Map BenefitFlow fields to your CRM	This page (CRM Field Mapping)
Understand a column you exported from the app	Data Glossary
Know what’s in the SFTP feed and its exact column order	Bulk Data Schema
Narrow a search (filter by industry, funding, plan type, etc.)	Filtering Guide

How mapping works

In CRM Integration Settings (and the Enrich builder, which reuses the same mappings), you map a BenefitFlow field to a property in your CRM. The BenefitFlow fields are the same across Salesforce, HubSpot, and Microsoft Dynamics. The CRM side is read live from your own account, so you always map into your own properties. Fields are grouped by the record they attach to:

Group	Maps to your CRM’s	Covers
Account	Account	Employers and top-level brokers
Child Account	Account (child)	Broker office locations
Contact & Lead	Contact and Lead	Broker and employer contacts

A few notes on reading the tables:

Field is the name shown in the Integration Settings picker (and in Enrich). For export column names, see the Data Glossary or Bulk Data Schema.
Applies to flags fields that only carry data for one record type. “Employer Only” fields are blank on brokers, and “Broker Only” fields are blank on employers.
Example shows the format of the value where it helps.

Account (employers and brokers)

Field	Type	Applies to	Example
Company Name	Text
Company Website	Text
Company ID	Text
Street Address	Text
City	Text
State	Text		Florida
State Code	Text		FL
Zip Code	Text
Industry	Text
Number of Employees	Number	Employer Only
Funding Type	Text	Employer Only
Primary Broker (Current)	Text	Employer Only
Primary Broker ID	Text	Employer Only
Primary Broker Office ID	Text	Employer Only
Benefit Eligible Employees	Number	Employer Only
Employer Renewal Date	Text	Employer Only	January
Benefit Renewal Month	Text	Employer Only
List Owner CRM ID	Text
User’s Selected CRM Identity	Text
Employer EIN	Text
5500 Signor Name	Text
Entity Type	Text
Plan Name	Text
Policy Number	Number
Carrier	Text
Line of Business, Detail	Text
Covered Lives	Number
Primary Broker (Latest 5500 Filing)	Text
Primary Broker Website	Text	Employer Only
PEO	Text
Accounting Firm	Text
Filing Date	Date
Record Type	Text
Company LinkedIn URL	Text
Employer NAICS Code	Text
Benefits Rating	Number
Phone Number	Text
Total Premiums	Number
Line of Business	Text
Primary Broker Commissions	Number
Primary Broker Closest Office City	Text
Primary Broker Closest Office State	Text
Primary Broker Closest Office Zip	Text
Primary Broker Closest Office Address	Text
P&C Renewal Date	Text
P&C Broker	Text
P&C Carrier	Text

Child Account (broker office locations)

Field	Type	Example
Company Name	Text
Company Website	Text
Broker Office ID	Text
Street Address	Text
Office City	Text
Office State	Text	Florida
Office State Code	Text	FL
Office Zip Code	Text
Office Country Code	Text	US
Office Country Long	Text	United States
List Owner CRM ID	Text
User’s Selected CRM Identity	Text

Contact & Lead

Field	Type	Applies to	Example
LinkedIn Profile Url	Text
First Name	Text
Last Name	Text
Work Email	Text
Company Name	Text
Job Title	Text
Employee City	Text
Employee State Long	Text		Florida
Employee State Code	Text		FL
Employee Country	Text		USA
Employee Country Long	Text		United States
Mobile Phone Number 1	Text
Professional Phone Number 1	Text
List Owner CRM ID	Text
User’s Selected CRM Identity	Text
Mobile Phone Formatted	Text
Work Phone Number Formatted	Text
Full Name	Text
Company Website	Text
Record Type	Text
Years at Company	Number
Years in Role	Number
Employee Zip Code	Text
Data Last Updated	Date
Office Address	Text	Broker Only
Office City	Text	Broker Only
Office State	Text	Broker Only
Office State Code	Text	Broker Only
Office Zip Code	Text	Broker Only
Contact Job Role	Text
Line Types	Text
Company Profile URL	Text
Lead Source	Text
Export Date	Date

Salesforce Integration

HubSpot Integration

Dynamics Integration

Bulk Data (SFTP)

CRM Integrations: Field Mapping Reference

Which reference do I need?

How mapping works

Account (employers and brokers)

Child Account (broker office locations)

Contact & Lead

​Which reference do I need?

​How mapping works

​Account (employers and brokers)

​Child Account (broker office locations)

​Contact & Lead

Which reference do I need?

How mapping works

Account (employers and brokers)

Child Account (broker office locations)

Contact & Lead