Field Mapping
The Field Mapping feature enables administrators to send additional information from Encompass to the provider when submitting a service order. Additionally, administrators can also receive additional information from the provider and store that data in a custom field in Encompass. These features require information from the service provider. You will need to work with the provider to configure these successfully.
To Map a Field from Encompass to a Service Provider:
-
Log into the web version of Encompass as an Administrator.
-
From the Encompass Admin Portal, select Services Management.
-
Locate the service card for the partner you want to configure, and then select Field Mapping.
-
To add a new field mapping entry, select Add.
-
In the Encompass Field ID (Standard, Custom, LR) field, enter the Encompass field ID that you want to use for mapping.
-
In the Mapping Type field, indicate how the data should be transmitted.
-
Maps To indicates that the data from this field is sent to the provider field in the Provider Field Name field.
-
Maps From indicates that data from the Provider Field Name field is sent to the specified Encompass field ID.
-
Maps Between indicates that data can be sent back and forth between the two indicated fields.
-
-
Enter the field name provided by the partner in the Provider Field Name field. This field name is obtained from the service partner you are ordering from.
-
To add another field mapping, select +Add Another and then repeat steps 6 and 7.
-
Select Save.
The following features are also available from the Field Mapping screen:
-
Lenders can export their field mapping template as a .CSV file by selecting the Export icon.
-
Lenders can import an existing field mapping template by selecting the Import icon and then navigating to the .csv file on their local system.