1️⃣ Open the Integration
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Go to Settings → Integrations
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Locate BuildingConnected
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Confirm the connection is active
2️⃣ Access Field Mapping
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Click Mapped Fields
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This opens the field configuration screen
This is where you control how data flows between both systems.
3️⃣ Review Default Modules
Two modules are automatically created:
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🏢 Company
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📁 Project
Both pull data from the BuildingConnected Opportunity.
4️⃣ Understand the Layout
Inside the mapping screen:
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Left side → BuildingConnected fields
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Right side → Followup fields
Each row connects one field from BuildingConnected to one field in Followup.
5️⃣ Customize Your Field Mappings
You can:
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✏️ Edit existing mappings
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➕ Add new fields
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❌ Delete unused mappings
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🔁 Adjust each field line-by-line
Examples:
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Company Name → Client Company
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Contact Info → Contact fields
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Opportunity details → Project fields
Customize this based on how your team tracks data.
6️⃣ Configure Company Mappings
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Map company-level information
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Examples:
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Company name
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Contact details
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Client information
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These create or update Company records in Followup.
7️⃣ Turn On Modules
Make sure:
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Project module = enabled
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Company module = enabled
If disabled, data will not sync.
8️⃣ Check Sync Settings
Confirm your Sync Settings match your workflow.
These settings determine:
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When records sync
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What gets created
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How updates are handled
9️⃣ Start Syncing
Once mapping and settings are complete:
Your BuildingConnected opportunities are ready to sync automatically into Followup as projects and companies.
✅ Result
After setup, you’ll be able to:
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Automatically import opportunities
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Keep project data consistent
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Reduce manual entry
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Align both systems with your workflow