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Mapping Form Fields to CiviCRM Fields

To map RSForm fields to CiviCRM fields is a fairly easy task.

At a minimum, your form must have an Email field. Contacts are created based off an email address. Also, the email address is used to find existing contacts if you have the plugin configured to update contacts.

By now you should have already setup the basic configuration. The next step is to select the location that you want the data to be passed to into CiviCRM.

civicrm rsform mapping

 

On the left side you will find all of the CiviCRM fields that are available. Our plugin uses the CiviCRM API to automatically pull the list of available fields that we can pass data to.

On the right side each dropdown will contain a list of all of the fields you have setup on your form.

Select the form fields to their corresponding Civi fields. Not all fields are required (only the email field is required). If you plan on populating a Civi field from your form, make sure -IGNORE- is selected.

 

A Few Notes

Your form must have an email address field. The email address is used to generate new contacts in Civi or to find existing contacts and update them.

In most setups, you'll keep Contact ID set to -IGNORE-. The plugin and Civi will assign an ID automatically. Setting it to a form field is not recommended unless you have a very specific need and have a good working knowledge of how to ensure you are generating unique ID's on each form submission.

CiviCRM uses a pre-populated list for Country, State/Province and City. Because it's quite difficult to account for thousands of conditional options (pick country, pick state, enter city) we built a Country - State - City for RSForm plugin which works quite nicely on it's own and with this plugin.

If you are unsure what a Civi field is, the first place to start is to open up CiviCRM and navigate to New Contact as if you were manually creating a new contact. Once you're on the create new contact page you can see all of the fields that Civi has and you can compare them to the list of fields in the CiviCRM for RSForm plugin list.

  • Monday, 11 June 2018

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