Sync Custom Fields to the Revenue Explorer

Revenue Cycle Analytics can report on custom Marketo fields, in order to do so you need to set the custom fields to be synched.

NOTE

Admin Permissions Required

  1. Go to the Admin section.

  2. Select Revenue Cycle Analytics.

  3. Click on the Custom Field Sync tab and pick the analysis area of your choice.

  4. Select the field you want to enable sync for and click on Edit Sync Option.

  5. Change the Sync Status to Enabled.

  6. Select the RCA Type of your choice, then click Save.

    TIP

    Once enabled, the data will be available in Revenue Cycle Analytics the following day.

    Nice job! Now you know how to add custom fields to RCA.

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