What to review before you start
List the records and direction of each transfer. Confirm your provider, account permissions, and supported fields during setup; integration depth differs across CRMs. Test a contact update, a missing identifier, and a preference change before relying on the connection.
- Choose the system of record for each donor field.
- Map identifiers and preferences before campaign segmentation.
- Reconcile a small sample and define how to resolve conflicts.
Common questions
Can every CRM field sync in both directions?
Do not assume so. Confirm the objects, fields, and sync directions supported by your provider and connection method.
What is the safest way to start an integration review?
Use sample or anonymized records to validate field mapping and conflict handling. Agree on ownership before transferring a full donor file.