6. This is the page that you’ll use to map your fields. First of all, make sure that the “Include Account in Mapping” checkbox is SELECTED (checked).
Then you can start mapping.The first section is called DONOR FIELD MAPPING (ACCOUNT). It’s where you’ll map the fields for your Account entity.
Because we connect donations directly to donors, Accounts are not very relevant for us, but you’re still welcome to map fields
if you so choose. We recommend that for “Account Name” you select “Donor first name + last name”.
7. Notice that some fields have a red vertical line next to the drop-down selector. This indicates that you MUST select an option.
However, if you don’t want to import our data as that option, you must select the checkbox to the right of the drop-down (in the column titled “Set defaults”).
Once you check this, סיילספורס will present its system default options, and you can select one of them as the default selection for every new donor.
Sometimes, you may see this result – an unselected checkbox: 
Checking this checkbox will select “Yes” as the default selection. Not checking the box is a “No” default selection.
8. The next section is called “DONOR FIELD MAPPING (CONTACT)”. This is where you’ll map your Donor/Contact fields. Note that there are more
default fields than in the Account section.
9. The third section is called “DONATION FIELD MAPPING”. This is where you’ll map your Donation field. Here, you’ll first see a drop-down like this:
Scroll down until you see “Opportunity (Opportunity)” and select it.
The page will refresh and you should then scroll back down to the “DONATION FIELD MAPPING” section.
Under “Account ID” you MUST select “Reference field to donor (account)”.
Under “Name” we recommend that you select “Donation ID”.
For “Stage”, select the default checkbox and then select “Closed Won”.
For “Amount”, select “sum”.
For “Close Date”, select “Donation date”.
For “Do Not Automatically Create Payment”, select the default checkbox and then do NOT select the second checkbox that appears (the default will be “No”, and the result will be
that payments will be automatically created).
10. The fourth section is called “LEAD FIELD MAPPING”. A lead in סיילספורס is a potential customer. On our part, we allow donors
to donate in memory or in honor of someone, and to send a greeting card to the person of their choice (the honoree, or their loved one).
This recipient is a Lead – a person whom you can make into a donor.
Here’s how to properly map the honoree fields:
Last Name = Recipient Name
Company = Recipient Name (or any other fields, this isn’t so relevant
Street = Ecard Address
City = Ecard City
State/Province = State Short Name
Zipcode: Ecard zipcode
Country = Country Short name
Email = Recipient mail
When you’re finished your mapping, click the “Save Mapping” button at the top or bottom of the screen. If there is a problem with your mapping (if you forget a required field, for example), then you’ll get a warning message and you’ll need to correct your mistake.
Otherwise, your data will be saved and you can advance to the “Scheduler” option.
Scheduler
Here’s where you’ll decide when you’d like סיילספורס to “pull” data from our system. Under frequency type, you can select hourly, daily,
weekly, or monthly. For simplicity’s sake, we recommend “daily”. Select your desired option and then click “save”.Then, on the right side of the screen, click “Activate”.Once you click “Activate” the sync is active. It will start syncing according to the frequency you’ve chosen (and will import older
records as well on your first import). If you click “process now”, the sync will immediately import any new records that have been processed
since the last time the sync was run.
