Slate Integration - Fields

Fields Page

In order to successfully import data from fields in your Slate file, corresponding fields must be set up in Cadence. The purpose of configuring fields in Cadence is to specify how the fields should be named in the platform and to set permissions.

Adding a Field

Click [ Add Field] in order to specify a field that will be imported into Cadence from the contact record in Slate. You can give it the same name as it has in Slate or specify a different name.

• Checking  Required will ensure that the field must be included in every import (the field itself must be present, but it does not have to contain a value).
• Checking  Mergeable will make the field available to be merged into a text message by users in the team.
• Checking the  Visible to Users box will determine whether or not the data will be visible to non-Admin users.

Managing Fields

After fields have been created, you can change permission, re-name, or delete the fields from the Fields page.

To continue to the next step of configuring the integration, click the following link: Import Configuration