Field Mapping Personnel & Training ‘Member Profile’ to Incident Management 'Personnel'
You can sync Personnel template fields in your Incident Management account (Operations Center platform) from your member profiles in your Personnel & Training account (Team Manager Center platform). Setting up synchronization will reduce duplication of effort. A subscription to both Incident Management and Personnel & Training is required to utilize this feature.
🔑 ACCESS LEVEL REQUIRED: Account Owner
ℹ️ NOTES:
- It is recommended to configure your personnel template first before proceeding with field mapping to ensure you are pulling in the desired data from Personnel & Training.
- Only one user needs to configure the field mapping. Once field mapping has been set up, the data pull will occur when you Import Personnel in Collections.
⚠️ ATTENTION: This synchronization will only pull data from Personnel & Training into Operations Center. It will not push data entered into Incident Management to Personnel & Training.
- Go to the Admin Area
- Expand Settings
- Complete steps to Configure the D4H Products Integration
- The integration is now enabled
- Next click IM Personnel <-> PT Member to bring up the PT Member field mapping options
- Select which fields on the personnel template will be pulled across from the corresponding member profile fields
- For customers using D4H Alerting, it’s important to map the Phone Contact field in the Operations Center to the Mobile Phone field in Personnel & Training as this is the number used to send out alerts through WhatsApp, SMS and Voice call
- Click Save
- Once finished complete the Importing Personnel from your Personnel & Training Account steps