Pardot Knowledge Base

Syncing Custom Fields with Microsoft Dynamics CRM

Last Updated: Jun 29, 2016 | Print this Article
 

Instructions for MSCRM 2011

To sync Pardot specific fields with Dynamics, you will want to create the following Attributes for both leads and contacts. To create a new Attribute in Microsoft Dynamics, follow the steps listed below. Note that your default prefix for custom fields might be something like "new." In order for Pardot fields sync correctly, Microsoft Dynamics fields need to start with "pi."  You can do this using the instructions found in the next step of this series.
  1. Click Settings in the bottom left.
  2. Click Customization in the top left navigation.
  3. Click Customize The System.
  4. Click on Entities.
  5. Double click on Lead.
  6. Click Fields in the left hand navigation.
  7. Click New at the top.
  8. Repeat steps 4-6 above for Contacts.
The majority will be of type nvarchar. See the highlighted section of the image below for field types. For the Maximum Length, 250 characters should be sufficient for all of the nvarchar fields except for pi_notes_c , pi_comments_c, pi_first_referrer_c, and pi_first_referrer_query_c — you will want a larger limit for those (2,000 for example).
  • pi_score_c (the score based on a prospect's activity)
  • pi_grade_c (the grade based on how well a prospect meets your ideal customer profile - this should be either a nvarchar field or if you use a picklist, you will need to use the following Labels: A+, A, A-, B+, B, B-, C+, C, C-, D+, D, D-, F)
  • pi_campaign_c (the campaign associated with the prospect based on the first marketing element they encounter)
  • pi_url_c (a URL to jump directly into the prospect record)
  • pi_first_activity_c (the date of the prospect's first interaction with your marketing effort)
  • pi_last_activity_c (the date of the prospect's most recent interaction with your marketing effort)
  • pi_created_date_c (the date the prospect was created in Pardot)
  • pi_notes_c (notes about the prospect)
  • pi_comments_c (comments about the prospect)
  • pi_utm_campaign_c (data from Google Analytics)
  • pi_utm_medium_c (data from Google Analytics)
  • pi_utm_source_c (data from Google Analytics)
  • pi_utm_content_c (data from Google Analytics)
  • pi_utm_term_c (data from Google Analytics)
  • pi_first_referrer_c (URL of the page the user visited just prior to accessing a Pardot-tracked page for the first time)
  • pi_first_referrer_type_c (extra details about major referrer types)
  • pi_first_referrer_query_c (parsed keyword or query if the first referrer was a search in Google, Yahoo!, Bing, etc.)
Create the attributes highlighted in the image below: Prepending MSCRM Custom Fields with “Pi” Currently, your default prefix for custom fields might be something like "new." In order for Pardot fields sync correctly, Microsoft Dynamics fields need to start with "pi."  You can do this using the instructions found in the next step of this series. Please note: During the steps above, the fields listed in our “How do Pardot default fields map to Microsoft Dynamics CRM” article will be set up and synced between Pardot and Dynamics. If you have additional custom fields in Dynamics that need to be created in Pardot, you can follow our instructions on creating Pardot custom fields. During the custom field creation you will map the Pardot custom field to sync to the corresponding Microsoft Dynamics CRM field.

Instructions for earlier versions of MSCRM

Please note: Microsoft Dynamics version 4.0 or higher is required to use the connector in Pardot. To sync Pardot specific fields with Dynamics, you will want to create the following Attributes for both leads and contacts. To create a new Attribute in Microsoft Dynamics, follow the steps listed below. Note that your default prefix for custom fields might be something like "new." In order for Pardot fields sync correctly, Microsoft Dynamics fields need to start with "pi."  You can do this using the instructions found in the next step of this series.
  1. Click Settings in the bottom left.
  2. Click Customization in the top left navigation.
  3. Click Customize Entities.
  4. Double click on Lead.
  5. Click Attributes in the left hand navigation.
  6. Click New at the top.
  7. Repeat steps 4-6 above for Contacts.
The majority will be of type nvarchar. See the highlighted section of the image below for field types. For the Maximum Length, 250 characters should be sufficient for all of the nvarchar fields except for pi_notes_c , pi_comments_c, pi_first_referrer_c, and pi_first_referrer_query_c -- you will want a larger limit for those (2,000 for example).
  • pi_score_c (the score based on a prospect's activity)
  • pi_grade_c (the grade based on how well a prospect meets your ideal customer profile - this should be either a nvarchar field or if you use a picklist, you will need to use the following Labels: A+, A, A-, B+, B, B-, C+, C, C-, D+, D, D-, F)
  • pi_campaign_c (the campaign associated with the prospect based on the first marketing element they encounter)
  • pi_url_c (a URL to jump directly into the prospect record)
  • pi_first_activity_c (the date of the prospect's first interaction with your marketing effort)
  • pi_last_activity_c (the date of the prospect's most recent interaction with your marketing effort)
  • pi_created_date_c (the date the prospect was created in Pardot)
  • pi_notes_c (notes about the prospect)
  • pi_comments_c (comments about the prospect)
  • pi_utm_campaign_c (data from Google Analytics)
  • pi_utm_medium_c (data from Google Analytics)
  • pi_utm_source_c (data from Google Analytics)
  • pi_utm_content_c (data from Google Analytics)
  • pi_utm_term_c (data from Google Analytics)
  • pi_first_referrer_c (URL of the page the user visited just prior to accessing a Pardot-tracked page for the first time)
  • pi_first_referrer_type_c (extra details about major referrer types)
  • pi_first_referrer_query_c (parsed keyword or query if the first referrer was a search in Google, Yahoo!, Bing, etc.)
Prepending MSCRM Custom Fields with “Pi” Currently, your default prefix for custom fields might be something like "new." In order for Pardot fields sync correctly, Microsoft Dynamics fields need to start with "pi."  You can do this using the instructions found in the next step of this series. Please note:
  • During the steps above, the fields listed in our “How do Pardot default fields map to Microsoft Dynamics CRM” article will be set up and synced between Pardot and Dynamics. If you have additional custom fields in Dynamics that need to be created in Pardot, you can follow our instructions on creating Pardot custom fields. During the custom field creation you will map the Pardot custom field to sync to the corresponding Microsoft Dynamics CRM field.
  • Pardot cannot be mapped to custom Dynamics fields of type "lookup." A lookup field is a field that links to another object. We do not sync with arbitrary relational fields. User assignment and Account are two special cases.
  • If you are having troubles syncing a field, please visit the article, "Why won't my field sync?"

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