Intelligence360 has one of the most robust no-code property management interfaces out there. We provide many options to manage the flow of data into our system because we believe:

• Your data is yours and you control it

• You can choose what data you give us, and who can see it

• You can choose how that data is displayed to your users

This document is an overview of the capabilities we provide in our mapping interface. P.S. It's not just mapping! You can create new fields and calculations to solve business problems.

Let's dive in.

Intelligence360 Supported System Integrations

Intelligence360's supported integrations bring in data according to our content types and content policies.

For each record being ingested from an integration, Intelligence360 manages a list of properties that are then available to the system for reporting or analytics.

This is available for an admin by going to Settings > All Integrations > Select an app > Select Content Settings > Select a policy > Select content properties

Note: all integrations follow the same pattern.

For each field, there's a complete management modal window, that looks like this:

This document will cover what each of these fields and sections do:

• Name / Display Name

• Type Fields

• Tags

• Property Mapping / Calculations

• Property Management Settings

Name

Every property has a "name" that's used to reference it internally.

Property names should be camel-case; if they are camel-case, the display label will be automatically displayed below. The property label can be overridden by an admin and the custom label will display in all reports and end-user experiences.

Type Fields

The type of a piece of data is extremely important, and in Intelligence360 it cannot change once a field has been created as it represents the type of field created in the data lake.

This determines how data is stored in our database.

Available Data Types

• Boolean: a "true" or "false" value

   

• String: an alphanumeric set of characters (this can also represent arrays, lists, blocks of text..etc)

   

• Date: a date field in ISO format

   

• Number: an integer value between -9,223,372,036,854,776,000 to 9,223,372,036,854,775,999

   

  Note: Providing a value with a decimal will cause integration/system errors here.

   

• Number with decimal: a float value (too big to show a range, if there's any question on the size of the number, use this)

Input Display Type

This determines what kind of form or filter widget is presented to a user for this field

Ex. If the type is a number, is that number a percentage or a currency?

Output Display Type

This determines how data is presented in a report or to a user in property details

ML Data Type

This determines how the ML model will export/manipulate the data for processing. Learn more about Machine Learning here.

Tags

Tags allow you to group fields on the property details pane. More details are documented here.

Property Mapping / Calculations

Intelligence360 allows you to map fields in from an external source or calculate net new fields in our system.

• External Mapping (take a field from an external system and copy it into Intelligence360)

   

• Calculation (create a net new piece of data that only exists in Intelligence360)

  • Note: Some calculations may require Intelligence360 Support or PSE to create

    • Lookup (fetch a field from a related record)

    • Lookup Array (fetch a set of values from a set of related records)

    • Math (add, divide, multiply different fields to calculate a new field)

    • Conditional Logic (if A then B else C)

    • Aggregate Calculations (count, average, sum, max, min from a related set of records)

    • Durations (calculate time between two date fields)

       

• Transforms

  • Note: Some transforms may require Intelligence360 Support or PSE to create

    • Convert delimited list to an Array

    • Convert Currency

    • isEqual check (check if two values are equal and return true or false)

    • toLower (convert to all lowercase)

    • upperFirst (convert first letters to uppercase)

    • toString (convert input to string)

       

Property Management Settings

• Enabled - Is this data ingested or calculated? (checked = yes, unchecked = no)

   

• Searchable - Is this data searchable? (checked = yes, unchecked = no)

  • Searchable is only available for strings

  • Searchable can undermine search accuracy and user experience for your users and is off by default

     

• Track Changes - Are changes to the field tracked and available for historical reporting?

  • This cannot be disabled if the CRM tracks changes for a field

  • This can be enabled for any field not tracked by the CRM

     

• Hidden - Is this field visible to end-users?

  • Hidden fields CAN be added to reports by admins

  • Hidden fields CAN be used as triggers for actions

  • Hidden fields CANNOT be seen in record details

  • Hidden fields CANNOT be added to reports by non-admins

     

• Writable - Can this field be written back to the CRM - not all fields are writable?

  • Note: Formula fields, transformed fields, etc can't be written back to the external system.

     

• Encrypted - Encrypt this data separately - should not be used on standard fields.

If you run into any issues, please contact support.