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Setting up Jotform to work with iPaaS.com
Setting up Jotform to work with iPaaS.com
Updated over 5 months ago

Background

Given that Jotform's fields will be unique for each form, custom fields need to be created in both Jotform and iPaaS.com and then unique mappings will need to be created in iPaaS.com.

iPaaS.com supports mapping fields on a parent customer record with children records for customer address(es) and customer categories.

Accessing Field Names in Jotform

Once the form is complete, edit your form and, for each field:

  1. Click on the settings for that field

  2. Click on Advanced

  3. Under field details, you will see a Unique Name

    1. In some cases, you will have multiple fields in a Unique Name. For instance, if is a fullname field, you will be able to append the Field IDs. In the below example, your field in iPaaS.com for first name would be fullname3.first_3. If you wanted to use combined value, you would use fullname3.

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Note these values for creating custom fields in iPaaS.com.

Adding Custom Fields in the Jotform Subscription in iPaaS.com

  1. Navigate to Subscriptions Management>Subscriptions

  2. Under your Jotform Subscription, navigate to the custom field tab

  3. Add a custom field

    1. Name: From the fields you created above

    2. Module: For if you want to map data to Customers, Customer Categories or Customer Address.

Repeat the above steps for each field you want to map from your Jotform form.

Please note that the field names are case sensitive and must math what you see in Jotform.

Creating Mappings

Create a mapping collection for customers TO iPaaS.com and include the custom fields you would like to map. In the end, this would look something like this:

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You can repeat this for different forms and add child collections for customer address and customer categories.

Using Multiple Forms

If you are looking to map multiple forms to iPaaS.com, iPaaS.com supports filtering on a field called ContentFormId which is the form ID from Jotform.

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