How do I map fields that are custom created in Insightly?

  • nancwinn
    Asked on July 12, 2017 at 4:13 PM
    How do I map fields that are custom created in Insightly? In order to match all the fields and have them be displayed under Details in Insightly
  • Mike
    Replied on July 12, 2017 at 4:31 PM

    The Insightly custom fields should be mapped in the same way as the standard fields.

    How do I map fields that are custom created in Insightly? Image 1 Screenshot 30

    This is how received entry was displayed at Insightly on my end.

    How do I map fields that are custom created in Insightly? Image 2 Screenshot 41

    Please give it a try and let us know if you need any further assistance.

  • nancwinn
    Replied on July 13, 2017 at 11:00 AM

    Thank you.

    What Field Type do I select in Insightly to match the following JotForm field types:

    -Spinner

    -DropDown List

    -Single Choice: Yes/ No

    -Multiple Choice

    -Long Text Entry

    -File Upload

  • David JotForm Support Manager
    Replied on July 13, 2017 at 1:24 PM

    I believe Text Box field will work, but you can also make your custom fields the same type as your form fields: https://support.insight.ly/hc/en-us/articles/204061084-How-to-create-a-custom-field