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Field Mapping

Field mapping in SyncNow allows you to synchronize content from one field in a source entity to another field in a target entity. This guide covers basic field-to-field mapping operations. Advanced operations and transformations will be explained in a separate article.

Mappings can be inherited from a global mapping, which includes entities, links, and field mappings. After inheriting from a global mapping, you can still customize and add new fields or entities to the mapping for your specific process.

📝 Step-by-Step Guide​

1️⃣ Navigate to the Processes Page​

  • Go to the Processes page to begin setting up your field mappings.

2️⃣ Open the Mapping Entities Interface​

  • Click the Mapping Entities button for your process.
    • If the process inherits a global mapping, press the Edit Global Mapping button.

Processes

3️⃣ Open Fields Mapping​

  • Find the entity pair you wish to map fields for and press the Fields Mapping button next to it.

Global Mappings

4️⃣ Select Field Pairs​

  1. Select the field pairs that should be synchronized between each other (e.g., Summary ↔ Title, Status ↔ State).
  2. Choose the synchronization direction for each pair:
    • Unidirectional: Sync from source to target only.
    • Bidirectional: Sync changes in both directions.

5️⃣ Add Additional Field Pairs​

  • Press the Plus button to add more field pairs as needed.

6️⃣ Validate the Mapping​

  • Press the Validate button to ensure that your changes do not disrupt any processes already inheriting the global mapping.

7️⃣ Save the Mapping​

  • Press the Save button to save your field mapping settings.

Mapping Fields

Tip:
Use field mapping to ensure that critical information is accurately synchronized between systems. Regularly review and update your mappings as your business needs evolve.