Before You Begin
Administrator access to CRM Settings
KIPU EMR integration configured and active
Understand that Street Address field requires manual mapping (it does not pull automatically)
How to Map Address Fields to KIPU
Step 1: Navigate to KIPU Field Mapping
In Dazos CRM, navigate to Settings → CRM Settings → Integrations → EMR Settings → KIPU tab.
Click on KIPU Field Mapping to view the field mapping configuration.
Step 2: Map Address Fields
In the KIPU Field Mapping section, locate the address fields that need to be mapped:
Street Address (must be mapped manually)
City
State
Zip/Postal Code
For each address field:
Find the Dazos CRM field name in the left column
Click the dropdown in the EHR Field column on the right
Select the corresponding KIPU field that should receive the data
Note: You are mapping Dazos CRM field (left) → KIPU EMR field (dropdown on right)
Step 3: Save Configuration
Click Save to apply all mapping changes.
Test with a sample record to ensure address data transfers correctly to KIPU.
How Call Logs Connect to Accounts
Call logs in Dazos are automatically linked to both leads and accounts. When a lead is converted to an account, the call history from the lead record automatically appears in the Call Logs section of the account record.
What happens automatically:
Call logs are linked to lead records when calls are made
When leads are converted to accounts, call history transfers automatically
Call logs appear in the account's Call Logs ribbon/section
No manual linking is required
Verification / Expected Result
After completing the address field mapping:
Address data (Street, City, State, Zip) transfers correctly from Dazos CRM to KIPU EMR
Street Address field populates in KIPU (since it was manually mapped)
Call logs from leads appear automatically in converted account records
✅ Best Practice: Always test field mapping with a sample record before processing live patient data.
Troubleshooting / Common Errors
Address fields not syncing after mapping:
Verify all address fields are properly mapped with corresponding KIPU fields selected
Confirm the integration is active and functioning
Test with a sample record to identify specific mapping issues
Call logs not appearing on accounts:
Verify the lead was properly converted to an account
Check the Call Logs section within the account record
Confirm call logs existed on the original lead record
Street Address field still empty in KIPU:
Confirm Street Address was manually mapped (it does not pull automatically)
Verify the correct KIPU field was selected in the dropdown
Test the mapping with a record that has street address data in the CRM
⚠️ Note: Street Address is the only address field that requires manual mapping - other address fields are included in default field mappings.