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Sync Process Mapping

SyncNow enables you to create robust synchronization processes between two work systems through detailed mapping configurations. A SyncNow Mapping consists of several main components:

  • Entity Pairs: The entities to be synchronized between the systems (e.g., Bug ↔ Bug, Story ↔ User Story).
  • Entity Mapping Options: Configuration options such as filters, logging at the target system, conflict resolution, and settings to allow creation or restoration of entities on the target.
  • Entity Links Mapping: Define how entities are linked or related across systems.
  • Entity Fields Mapping: Specify how data is synchronized and transformed for each entity field.
  • Field Mapping Transformation: Set the sync direction and define transformations for each mapping, including picklist mapping, code snippets, or pluggable mapping.
  • Mapping Inheritance: Use local mappings specific to one process or global mappings that can be inherited and customized across multiple processes.

🌍 Global vs. Local Mapping​

  • Global Mapping:
    Contains entities, links, and field mappings that can be inherited by multiple processes. After inheriting, you can still customize and add new fields or entities to the mapping.
  • Local Mapping:
    Specific to a single process and does not affect other processes.

📝 Step-by-Step Guide to Creating a Mapping​

1️⃣ Navigate to the Processes Page​

Go to the Processes page to begin setting up your mapping.

2️⃣ Start the Mapping Configuration​

Press the Mapping Entities button to open the mapping editor.

3️⃣ Edit Global Mapping (If Applicable)​

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

Global Mappings 1

4️⃣ Select Entity Type Pairs​

Choose the entity type pairs that should be synchronized between each other (e.g., Bug ↔ Bug, Story ↔ User Story).

5️⃣ Add Additional Entity Pairs​

Press the Plus button to add more entity pairs as needed.

6️⃣ Validate the Mapping​

Press the Validate button to ensure that changes will not disrupt processes already inheriting the global mapping.
This step is crucial to maintain the integrity of existing mappings.

Global Mappings 2

7️⃣ Save the Mapping​

Press the Save button to finalize the entity mapping.

⚙️ Entity Mapping Configuration​

Once the entity mapping is created, you can further configure:

  • Entity Mapping Options: Set up filters, logging, conflict resolution, and entity creation/restoration settings.
  • Entity Links Mapping: Define how entities are linked or related.
  • Entity Fields Mapping: Specify synchronization data transformations for each field.
  • Field Mapping Transformation: Define the sync direction and necessary transformations (picklist mapping, code snippet mapping, pluggable mapping).

Tip:
Use global mappings for consistency across multiple processes, and local mappings for process-specific customizations. Always validate your mappings before saving to prevent disruptions.