Field Mapping Personnel & Training ‘Member Profile’ to Incident Management 'Personnel'
You can sync your personnel template fields in Incident Management from your member profiles in your Personnel & Training account. 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: Account Owner
⚠️ ATTENTION: This synchronization will only pull data from Personnel & Training into Incident Management. It will not push data entered into Incident Management to Personnel & Training.
ℹ️ NOTE: 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.
ℹ️ NOTE: 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.
To set up syncing:
- 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
- Click Save
- Once finished complete the Importing Personnel from your Personnel & Training Accountsteps