Knowledge Base
Performing the Field Mapping
Browse Common Categories
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity Lookup
Performing the Field Mapping
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Under the Integration tab click on the Target Integration tab.
- The data that populates the first five columns is determined by the option selected in the Target Lines field.
- The data in the Target Name, Technical Name, Required, and Data Type columns cannot be changed.
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Column Type
- The default type is Source Column.
- If an Additional Column is to be used for the source, the specified Column Type can be changed so that only a certain options show in the Source Name dropdown. Ie, switching the Column Type to Calculation will only show Calculation Additional Columns in the dropdown.
- The Column Type can be changed to Local Constant, and then a hardcoded value can be typed directly into the Source Name field for that line.
- Source Name – select the Source that is to be mapped to the selected target line.
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