Skip to main content
All CollectionsAPI and Integrations
How to Exclude Fields from the Contact Push to Your CRM
How to Exclude Fields from the Contact Push to Your CRM

Learn how to customize which fields are excluded when pushing data from Uplead to your CRM.

Uplead Support avatar
Written by Uplead Support
Updated this week

In this article, you’ll find:

Understanding Field Exclusions

Uplead allows you to exclude specific fields when pushing data to your CRM. This feature helps you maintain clean data by preventing unwanted field updates. The available exclusion options vary based on your CRM integration and the type of record you're pushing.

The field exclusion interface changes dynamically based on:

  • Your connected CRM system

  • The selected record type (Contact, Company, or Lead)

Each CRM integration has its own set of available exclusion fields based on:

  • The CRM's data structure

  • Standard field configurations

  • Required fields for each record type

Managing Field Exclusions

To configure field exclusions:

  1. Navigate to Profile - Customize Integration

  2. Select the appropriate tab (Contact, Company, or Lead)

  3. Locate the "EXCLUDE FIELDS" section in the left sidebar

  4. Check the boxes next to fields you want to exclude

  5. Click "Save" to apply your changes

💡 Pro Tip: Review your CRM's required fields before setting up exclusions to avoid integration errors.

Important Considerations

Field exclusion has some important limitations:

  1. Required Fields - Do not exclude fields that are required by your CRM as excluding required fields will cause push operations to fail. Check your CRM's documentation for required field lists

  2. Tab-Specific Settings - Exclusion settings are separate for each tab so changes made in one tab don't affect other tabs

Next Steps

Still need help? Contact UpLead Support for assistance.

Did this answer your question?