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How to Map Candidate and Contact Fields for Syncing?

Step-by-step: choose which candidate and contact system fields stay synced, once Field Sync is turned on in CRM Settings.

Written by Amogh Balikai

Who this is for: Admins. Mapping fields for sync is restricted to Admin users.

Candidate-Contact Field Sync keeps a candidate's profile and their linked contact profile pointed at the same field values, so updating one updates the other automatically. Mapping is what tells Recruiterflow which candidate field talks to which contact field.

Before you start

  • You need to be an Admin

  • Field Sync needs to be turned on for your workspace first, under CRM Settings → Sync Profile

Mapping fields

  1. Go to CRM Settings and open the Sync Profile tab as seen in the image above

  2. You'll see a list of candidate system fields, each with a matching contact field already paired next to it: Email, Phone, Source, Current Title, Current Company, Lead Owner, LinkedIn, Website, Tags, Location, Experience

  3. Toggle on the pairs you want to sync. You don't have to sync every field, only switch on what's useful for your workspace

  4. Click Save in the bottom

Example

An exec search firm is tracking someone who's both a candidate and a client contact. The Admin toggles on Current Title, Current Company, and Tags. When the candidate's title changes after a promotion, the matching contact profile updates instantly, no manual edit needed on the contact side.

Things to know

  • Email and Phone sync as Add — the new value gets added alongside what's already there. Candidate and contact can still keep different primary emails independently

  • Most other fields sync as Replace — Current Title, Current Company, Source, Lead Owner, LinkedIn, Location, and Experience overwrite the matched field any time either side changes

  • Tags sync as Add/Remove — adding or removing a tag on one profile mirrors on the other

  • Custom fields aren't mapped here — see How to Map a Custom Field While Creating or Editing It

  • Only Admins can see and change this screen

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