Field Mapping
Field mapping tells PatronSend how to map Spektrix custom attributes to document fields.
How Field Mapping Works
Spektrix allows custom attributes on orders and customers. Field mapping lets you use these attributes to populate receipt fields automatically from data entered in Spektrix.
Setting Up Field Mappings
- Go to Settings > Spektrix Integration > Field Mapping
- Click Add Mapping
- Select the Spektrix attribute
- Select the receipt field
- Save the mapping
Available Receipt Fields
| Field | Description | CRA Required |
|---|---|---|
| Donor Middle Initial | Middle name/initial | No, but recommended |
| Advantage Amount | Benefit received | Conditional |
| Advantage Percent | Benefit as percentage | Conditional |
| Gift Type | Cash or non-cash | Yes |
| Gift Description | Description for non-cash | Conditional |
| Appraiser Name | For gifts over $1,000 | Conditional |
| Appraiser Address | For gifts over $1,000 | Conditional |
Common Spektrix Attributes
During onboarding, PatronSend scans your Spektrix funds for common attributes:
| Spektrix Attribute | Suggested Mapping |
|---|---|
| AdvantagePercent | Advantage Percent |
| AdvantageAmount | Advantage Amount |
| GiftType | Gift Type |
| MiddleInitial | Donor Middle Initial |
Priority Order
When the same field could be set by multiple sources:
- Fund rule - Takes highest priority
- Field mapping - Applied next
- Default value - Used if no mapping exists
Testing Mappings
After setting up mappings:
- Go to Receipts > Create Receipt
- Enter a Spektrix Order ID that has the mapped attribute
- Check the preview to confirm the field is populated correctly
Troubleshooting
Attribute Not Appearing
- Verify the attribute exists in Spektrix
- Check the attribute has a value on the order
- Run a manual sync to refresh data
Wrong Value Showing
- Check for conflicting fund rules
- Verify the mapping is to the correct field
- Check the attribute value in Spektrix directly
Standard Field Mappings
The following fields are automatically extracted from Spektrix data. No configuration is required for these mappings.
Donor Information
| Receipt Field | Spektrix Source | Required |
|---|---|---|
| First Name | Customer.FirstName | Yes |
| Last Name | Customer.LastName | Yes |
| Customer.Email | Yes | |
| Phone | Customer.Phone | No |
Address
| Receipt Field | Spektrix Source | Required |
|---|---|---|
| Address Line 1 | Customer.BillingAddress.Line1 | Yes |
| Address Line 2 | Customer.BillingAddress.Line2 | No |
| City | Customer.BillingAddress.Town | Yes |
| Province/State | Customer.BillingAddress.AdministrativeDivision.Code | Yes |
| Postal Code | Customer.BillingAddress.Postcode | Yes |
| Country | Customer.BillingAddress.Country.IsoCode | Yes |
Gift Details
| Receipt Field | Spektrix Source | Required |
|---|---|---|
| Gift Amount | Donation.Amount | Yes |
| Gift Date | Order.FirstTransactionDate | Yes |