Entities Mapping

Mapping entities in SyncNow allows you to synchronize data between different work systems effectively. Follow these steps to map entities and configure the synchronization process.

Step-by-Step Guide to Mapping Entities

1. Navigate to the Processes Page

Go to the Processes page in the SyncNow application. This is where you will initiate the entity mapping process.

2. Initiate the Mapping Process

Press the Mapping Entities button. If your process inherits a global mapping, press the Edit Global Mapping button to customize the inherited settings.

3. Select Entity Type Pairs

Identify and select the entity type pairs that need to be synchronized between the systems. For example, you might map "Bug" in System A to "Bug" in System B, or "Story" in System A to "User Story" in System B. This ensures that corresponding entities in different systems are correctly aligned for synchronization.

4. Add Additional Entity Pairs

If you need to map more entity pairs, press the Plus button to add additional pairs. This allows you to extend the mapping to cover all necessary entity types across the systems.

5. Validate the Mapping

Press the Validate button to ensure that the new mappings do not disrupt any existing processes that have inherited the global mapping. This validation step checks for conflicts and potential issues, ensuring the integrity of the synchronization setup.

6. Save the Mapping

After validation, press the Save button to finalize and save your entity mappings. This commits the changes and makes the new mappings active for synchronization.

7. Confirmation of Mapping Creation

Once the entities mapping is created, you will see a confirmation message, and the new mappings will be listed in your configuration. You can now proceed to configure additional mapping options if needed.

Additional Configuration Options

After creating the entity mappings, you can further configure the following:

• Entity Mapping Options: Define filters, logging options, conflict resolution settings, and whether to allow creation or restoration of entities on the target system.
• Entity Links Mapping: Configure how entities are linked or related between the systems.
• Entity Fields Mapping: Set up data transformations for each field to ensure proper synchronization.
• Field Mapping Transformation: Specify the direction of synchronization and any necessary transformations, such as picklist mapping, code snippet mapping, or pluggable mapping.