# CRM field-mapping workbook

Ops Automators | Updated September 7, 2026

Replace illustrative names with actual API field names. Record source and destination IDs before mapping values. Test omitted fields, explicit clears, conflicts, and stale events.

Guide: https://www.opsautomators.com/guides/crm-field-mapping-workbook

## Worked example

| Source field | Destination field | Type | Authority | Transformation example | Omitted value rule | Explicit clear rule | Conflict / stale event rule | Validation | Owner |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| account.id | metadata.crm_account_id | string | CRM | Preserve A-104 | Reject | Reject | Review association mismatch | Nonempty persistent ID | CRM owner |
| billing_customer_id | customer.id | string | Verified match register | Preserve cus_demo_104 | Review match | Review | Never fuzzy rematch existing ID | Customer association verified | Finance |
| billing.email | email | string | Finance-verified CRM field | Trim surrounding spaces | Preserve destination | Review | Authority wins after validation | Valid address format | Finance |
| event.address | address | object | Billing after verification | No transform | Preserve destination | Review | Require explicit approved change | Required address fields | Finance |

## Blank brief

### Source field

[Complete this field.]

### Destination field

[Complete this field.]

### Type

[Complete this field.]

### Authority

[Complete this field.]

### Transformation example

[Complete this field.]

### Omitted value rule

[Complete this field.]

### Explicit clear rule

[Complete this field.]

### Conflict / stale event rule

[Complete this field.]

### Validation

[Complete this field.]

### Owner

[Complete this field.]


## Acceptance

- Owner:
- Date:
- Evidence:
- Open decisions: