Knowledge Base
Performing the Field Mapping
Browse Common Categories
Getting Started with SmartConnect.com
Installing and Configuring SmartConnect 21
Creating an Integration Process
- 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
Importing and Exporting Integrations
Maintaining Setup Options
Navigating the Dashboard
Setting Up Additional Functionality
Working with Dynamics 365 Business Central
Working with Dynamics 365 Sales
- 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
Working with Dynamics CRM
- 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
Working with Dynamics NAV
Working with File Options
Working with Generic Connections
Working with Salesforce
Working with SQL Server
Working with the REST Connector
Performing the Field Mapping
-
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.
-
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.
Support