Define the conditions for contact synchronization as Accounts

Why do it: To specify which contacts obtained from Framework360 should be synchronized to VTE Next as Company Records (Accounts).

Procedure

1. Access the contact synchronization settings of the VTE Next plugin.

2. Locate the section titled Accounts Synchronization.

3. Within this section, find the large text field (identified as Query Builder).

4. Use this field to define the conditions that a contact must meet to be synchronized as an Account.

Example: If you want to synchronize only contacts that have a specific field filled in.

Additional Fields Mapping (Optional Section)

If your system contains non-standard custom fields, you can map them manually:

1. Scroll down to the section titled Additional Fields.

2. For each listed additional field (for example: <?= $field_data['title']; ?>), select from the dropdown menu below the corresponding field in VTE Next where you want the data to be saved.

Note: If you leave the selection empty for an additional field, that data will not be synchronized.