Set / Clear Contact Field #

Overview #

The Set Contact Field and Clear Contact Field operations let you push an explicit value to any Spotler contact field directly from Dynamics 365, without going through the normal Contact Sync.

This is useful for fields that cannot be mapped (computed values, order history, aggregates) or when you need to write a value once without maintaining a permanent sync.

Setting a Field Value #

Create a Spotler Job with the Set Contact Field operation. Select the customer or lead, enter the Spotler Field Name, and enter the Field Value.

The field name must exist in Spotler. You can use either the internal Spotler field name (e.g. lastorderdate) or the display name (e.g. Last Order Date). If the display name matches more than one field, the job fails with a validation error asking you to use the exact internal name instead.

Type coercion: The value is converted to the field's expected type before sending to Spotler. For example, a date field requires a parseable date string; an email field requires a valid email address. If the value cannot be converted, the job fails with [JOB_NOT_VALID] rather than sending an invalid value.

Only unmapped Fields or Fields that sync to Dataverse: Fields that are mapped and only sync to Spotler cannot be set directly, because a next Contact Sync overwrites the set field again. Fields that sync to Dataverse or both ways are allowed. Unmapped Fields can always be set this way.

Setting a List (Permission) Item #

List fields — fields with multiple toggleable items, such as permissions or interests — require the fieldname:itemname syntax in Spotler Field Name, and a boolean in Field Value.

Spotler Field Name	Field Value	Result
permissions:Newsletter	true or ja or 1	Enables the Newsletter permission
permissions:Newsletter	false or nee or 0	Disables the Newsletter permission

The item name must match one of the options defined in the mapping for that field. Using the field name alone (without :itemname) on a list field will fail with a validation error.

Clearing a Field Value #

Create a Spotler Job with the Clear Contact Field operation. Select the customer or lead and enter the Spotler Field Name. No value is needed — the field is cleared in Spotler.

Only normal fields can be cleared. List fields (permissions, interests) cannot be cleared with this operation; use Set Contact Field with fieldname:itemname and value false to disable individual items instead.