The key name-related fields in Fuse are the Primary Contact's...

  • Name
  • First Name
  • Last Name
  • Business Name

Each of these fields is stored at the "Account" level in Fuse.  Under each heading below is a short description of the logic Fuse uses to choose a name for the field.

Fuse Account  > Name

  • IF Epic's [Account Name] is populated, Fuse uses that value
  • IF Epic's [Account Name] is blank, THEN...
    - For PL Accounts: Fuse uses the combined [FirstName] + [LastName] values from Epic's "Primary" Contact
    - For CL Accounts: Fuse uses the [BusinessName] value from Epic's "Main Business Contact"

Fuse Account > First Name
Fuse Account > Last Name

  • For PL Accounts: Fuse uses the [First Name] and [Last Name] values from Epic's "Primary" Contact
  • For CL Accounts:
    -
    Fuse uses the [First Name] and [Last Name] values from Epic's "Main Business Contact", unless they are blank.  If they are blank then...
    - Fuse uses the [First Name] and [Last Name] values from Epic's "Primary" Contact

Fuse Account > Company Name

  • For PL Accounts: This field is blank
  • For CL Accounts: Fuse uses the [Business Name] value from Epic's "Main Business Contact".

Additional (Secondary) Contacts

If the customer has any further Contacts (those that are not the Primary or Main Business Contact) Fuse will create corresponding "Additional Contacts" including their First Name, Last Name, and Name values.


Did this answer your question?