Overview
This guide explains how to properly organize and update the Matrix table in Kipu CRM while mapping a Pre-Assessment. Following these steps helps prevent mapping errors and ensures a smooth data transfer.
Before You Begin
Access to your Kipu CRM instance.
Permissions to edit Pre-Assessments within Evaluations.
Familiarity with Matrix tables used in pre-assessment mapping.
Important Alert
⚠️ Alert: The system does not capture side titles inside Matrix tables, only the top titles. Side titles are removed in this process.
Steps
Navigate to the Kipu CRM instance.
Click Evaluations to locate the Pre-Assessment being mapped in Dazos CRM.
Select the relevant Pre-Assessment (e.g., Pre-Admission Assessment - Billable - Ancillary - Pre-Admission).
Click Edit.
Locate the Matrix table being mapped and open the drop-down menu.
In the drop-down, click Record names and delete them to avoid errors when mapping.
Click Update to save your changes.
Expected Result
The Matrix table should now be clean and free of unnecessary record names, reducing the chance of mapping errors when linking Pre-Assessments in Dazos CRM.
Troubleshooting / Common Errors
Matrix table titles missing: Only top titles are captured, not side titles. This is a system limitation.
Mapping errors persist: Ensure all record names have been cleared before re-mapping.