Syncing Contact Fields

At Registration

By default, when a new account is registered (and Create Users is checked), WP Fusion will create a contact in your CRM with the user’s email address. It will also sync the “First Name” and “Last Name” fields if those fields are present in the form. This method is great for adding users via Users » Add New in your WordPress dashboard, or via the frontend at http://mysite.com/wp-login.php?action=register.

Adding fields to registration forms

To give you the ultimate control over your site registration, WP Fusion doesn’t include a custom registration form builder. Instead, we built the plugin to work with any other registration system out there that uses WordPress’ standard coding practices. If you’re looking for an excellent user registration and management system, we recommend Ultimate Member, it’s been fully tested with WP Fusion and we’ve found it to be rock solid. For some other free and paid plugins, check out this list. If you want full control over registration and login, check out this tutorial on wordpress.org for a template to get you started.

Introducing the Contact Fields settings

Navigate to the WP Fusion settings page and open the Contact Fields tab. You’ll see a list of all user meta fields on your site, and their corresponding fields in your CRM (if configured).

Note: If you’ve just created a custom field, it might not appear in the list of contact fields if no data has been saved in that field. Go ahead and add some test data to your new custom fields for your user account and come back to the Contact Fields tab to get them to appear in the list.

For each field, you’ll see the local field name, it’s meta name (in the database), the field type, and the corresponding CRM field name and database label. We’ve configured a lot of common fields with the default linkups, but you can change this or specify your own (see the next section for more information on this).

contact-fields

 

Mapping fields to your CRM

In this example we’ll be mapping data collected at registration to fields in your CRM. For this example, let’s assume that you’re using the Ultimate Member plugin and you’ve created a registration form with the following fields (field meta keys in parentheses).

  • Username (user_login)
  • Password (user_pass)
  • Email Address (user_email)
  • First Name (first_name)
  • Last Name (last_name)
  • Phone Number (phone_number)

In the Contact Fields settings for WP Fusion, find the field in left column corresponding to the data on your site you’d like to sync. In the right column, if the dropdown isn’t already populated, click on it and select the CRM field you’d like to map it to. Press save at the bottom of the options page, and any future changes to those fields on your site will be synced to the corresponding contact record in your CRM.

Note: If you’ve just added a new custom field in your CRM, it may not appear in the dropdown of available fields. Begin typing the name of the new field, and if no matches are found, click the “Resynchronize” link that appears in the dropdown. The new custom field will be loaded from the CRM and you should see it appear once you re-type the name