A unique identifier for the Client, usually the identifier from the source external system from which the client is derived. This is useful for future updates from the external system and reconciliation of data between systems.

If your clients are segmented (for example Gold, Silver, Bronze) then you can use this field to pass the segment to Practifi. To make things easier the string value of the segments used should be set up in the Practifi settings before activating your zap.

If your clients are staged (for example Onboarding, Steady State) then you can use this field to pass the stage to Practifi. To make things easier the string value of the stages used should be set up in the Practifi settings before activating your zap.

Values should match the picklist Salutation field in the Practifi Contact object

Phone fields in Practifi follow standard phone formatting that enables the number to be called directly. Please ensure that the number adheres to this if you wish to use the functionality in Practifi.

Phone formatting that enables the number to be called directly.

String values should match those contact types set up in Practifi Settings, relationship types before activating your zap.

The residential or street address for the client.

Select "Id" to update record using object Id. Select "Key" to update using object Key.

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