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:

  1. Log into the web version of Encompass as an Administrator.

  2. From the Encompass Admin Portal, select Services Management.

  3. Locate the service card for the partner you want to configure, and then select Field Mapping.

  4. To add a new field mapping entry, select Add.

  5. In the Encompass Field ID (Standard, Custom, LR) field, enter the Encompass field ID that you want to use for mapping.

  6. 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.

  7. 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.

  8. To add another field mapping, select +Add Another and then repeat steps 6 and 7.

  9. 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.