Below are steps on how to add in standard and/or custom Encompass fields. This will need to be done in order to use your custom fields within the LodeStar Encompass Web integration. Please make sure you have set up your LodeStar integration within Encompass Web first before taking the steps below.
1. Once you have signed into Encompass Web, go to "Services" within the "Admin" center:
2. Click on "Services", then "Services Management":
3. You will see "LodeStar Closing Cost Calculator" (if you don't see this you will need to set up LodeStar within Encompass Web first). Then, click on the three dots and select "Field Mapping":
4. Within the "LodeStar Closing Cost Calculator Field Mapping" screen, click on "Add another":
5. Insert the Encompass Field ID* in the first input box, select mapping type and insert Provider Field name^.
*This is the standard and/or custom field that you made within your Encompass environment.
^ LodeStar will provide the provider field name for you.
For the "Mapping Type" field, you will need to indicate how the data should be conveyed.
- "Maps To" - This indicates that the data from this field is sent to LodeStar in the provider field name field.
- "Maps From" - This indicates that data from LodeStar is sent to the specified Encompass field ID.
- "Maps Between" - This indicates that data can be sent back and forth between the two indicated fields.
6. After all fields are completed, press "Save" in the bottom righthand corner.
Questions? Please reach out to Support@lssoftwaresolutions.com.