<\/div><\/div><\/p>\n
Stage 2: Map your fields<\/b><\/p>\n
Field mapping defines which IP Pilot data goes into which CRM property (field), and how. It has three parts: setting your preferences<\/b>, selecting the allowed fields <\/b>from your CRM, and mapping<\/b> IP Pilot fields to those CRM fields.<\/p>\n
Set your preferences<\/b><\/p>\n
At the top of the CRM settings page, under Preferences<\/b>, you have the following options:<\/p>\n\n- Add new companies and people<\/b> – When enabled, IP Pilot can create new company and contact entries in your CRM. New entries are only created when you approve them at push time.<\/li>\n
- Allow duplicating companies and people <\/b>– When enabled, IP Pilot can create duplicate companies and contacts. Duplicates are only created when you approve them at push time.<\/li>\n
- Users with CRM roles <\/b>– Shows how many IP Pilot users have CRM access. Click Edit roles<\/b> to manage them and set each user as a CRM admin<\/b> or as someone with push access only.<\/li>\n
- Allowed Fields<\/b> – Opens the option where you select which CRM properties (fields) IP Pilot is allowed to access (see below).<\/li>\n<\/ul>\n
Select your allowed fields (properties)<\/b><\/p>\n\nBefore you start:<\/b> The properties you want to push into must already exist in your CRM. Create any missing fields in your CRM first so they appear in this list.<\/p>\n<\/blockquote>\n\n- Click Allowed Fields.<\/b><\/li>\n
- Use the search bar to find the properties (fields) in your CRM.<\/li>\n
- Select every property (field) you want IP Pilot to be able to write to. Properties (fields) are grouped into Companies<\/b> (law firms and applicants) and Contacts <\/b>(attorneys).<\/li>\n<\/ol>\n
For example, for companies you might allow Company name, Number of Patents, and Number of Trademarks; for contacts you might allow Email, First Name, and Last Name. Selecting a property gives IP Pilot permission to push data into it, but only after you approve each individual push.<\/p>\n
4. Click Save Changes.<\/b><\/p>\n![](\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2026\/06\/SCR-20260621-ndyf-20260621-124955-scaled.png\" "\\"SCR-20260621-ndyf-20260621-124955\\"")
<\/span><\/div>\nMap IP Pilot fields to CRM fields<\/b><\/p>\n
In the Field Mapping<\/b> section, use the Law Firms, Applicants, <\/b>and Attorneys <\/b>tabs to map fields for each entity type.<\/p>\n\n- Click Add Field <\/b>and select the IP Pilot field you want to map (for example, Name, Patent Filings, Trademark Filings).<\/li>\n
- Choose the corresponding CRM field<\/b> from the allowed fields you selected earlier.<\/li>\n
- Set the Update Option<\/b> for each field:\n
\n- Skip if existing <\/b>– leaves the CRM value unchanged if it already has data.<\/li>\n
- Overwrite <\/b>– replaces the existing CRM value with the IP Pilot value.<\/li>\n<\/ul>\n<\/li>\n
- Click Save Changes.<\/b><\/li>\n<\/ol>\n
Mandatory fields (such as Name) are marked accordingly; the rest are optional.<\/p>\n
![](\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2026\/06\/SCR-20260621-nfga-20260621-125504-scaled.png\" "\\"SCR-20260621-nfga-20260621-125504\\"")
<\/span><\/div>\n<\/div><\/div><\/p>\n
Stage 3: Push data to your CRM<\/b><\/span><\/p>\nOnce your fields are mapped, you can push data from the Law Firms, Applicants<\/b>, and Attorneys<\/b> sections.<\/p>\n\n- Open a profile in any of those sections.<\/li>\n
- At the top of the profile, next to the year-type selector, click the CRM<\/b> button to start the push.
![](\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2026\/06\/SCR-20260621-nggd-20260621-125659-scaled.png\" "\\"SCR-20260621-nggd-20260621-125659\\"")
<\/span><\/div>\n<\/li>\n- IP Pilot searches your CRM for entries with a matching name:\n
\n- If a match is found,<\/b> the existing entities are shown. Select the one you want. To use a different entity, search for a name in the search field, or paste the entity’s URL from your CRM into the Destination Link field.<\/li>\n
- If no match is found<\/b>, IP Pilot takes you to the New Entity section so you can create one.<\/li>\n<\/ul>\n<\/li>\n
- Click See Preview<\/b> to review exactly what will be pushed.<\/li>\n
- Click Push to CRM<\/b> to send the data.
![](\"https:\/\/www.ip-pilot.com\/wp-content\/uploads\/2026\/06\/SCR-20260621-nhah-20260621-125842-scaled.png\" "\\"SCR-20260621-nhah-20260621-125842\\"")
<\/span><\/div>\n<\/div><\/div>\n<\/li>\n<\/ol>\n<\/div>\n
Good to know<\/b><\/p>\n\n- Only the mapped data from the KPI bar and Contact details of Attorneys is pushed to your CRM.<\/li>\n
- Any active filters and the chosen year-type affect the data being pushed<\/b>. Check your filters before pushing so the values match what you intend to send.<\/li>\n
- The CRM properties (fields) you map to must exist in your CRM beforehand. If a field is missing from the Allowed Fields list, create it in your CRM and refresh.<\/li>\n<\/ul>\n
<\/div><\/div><\/b><\/p>\n
Use case:<\/b><\/p>\n<\/div>