What is the mapping section? The DSYNC data mapping section is where you can map, pair, and transform data between your two systems data layouts.
Maps are created between two systems to identify what data should move and how it be presented to the destination endpoint.
Core steps when mapping data between the two systems
- Create Relation/ Link
- Create a map (template link below)
- Edit the map
- Match the required fields
- Set the reverse direction
- Set the schedule
- Enable the sync
Data Mapping FAQs
Where do I find ready made mapping templates?
The DSYNC team have prepared commonly used mapping templates that can be imported directly into your mapping section. If you are struggling with mapping one system to another please reach out to our team.
How do I identify the required fields? The required fields have a small red asterisk to the right of the data entity. Required fields are labelled with a small red asterisks *
Will my synchronization work if I have not matched all the required fields? It will probably fail, required fields are usually indicated as a required field because the system is requesting information to be passed through.
I cannot find a matching data point for a required field, what should I do? Data fields between systems do not have to match. Some systems will require the endpoint to be displayed in a particular format. For example the data element you are trying to match may be required in a number format. Within the mapping section you will be able to see that these fields are labelled with "123" on the left side of the element.
How do I check the direction of the data flow in the mapping screen? The direction is indicated in the top left of the mapping engine. The “source” is where the data is coming from and the “destination” is where the data is going to.
Will the synchronization run automatically? No, you must enable and schedule the job to run at a specific time. To activate the specific job please select the “enable” circle after highlighting your job.
When would I use a Custom field? Custom fields can be used when there is not a matching data element. You can also use the custom field function to enter a formula to change your data during your data sync. For more information on how to set formulas with your custom fields here.
What is a String constant? A String constant is the type of data you can enter into the custom field section.
What are some examples of different fields I can map? Please see example grid below for example a ZIPCODE can be mapped to POSTCODE, PostCode or an English date can be mapped to an American data or you can combine data fields a common example is Full name can be mapped to "FirstName" + "LastName" or you can transform lowercase data to all be capitalized. There are many different variations where DSYNC can be used.
What is the (fx) functions button? Within this section you can set rules and calculations to change your data. The FX function is used to set rules and transform your data.
I would like to format my data so there is a space between my two data layouts, how do I do this? A common scenario is when formatting data to represent a “Full name”. A full name is usually the first name and the last name joined together. Rather than having the output as firstnamelastname you can format the data with a “Space” so the result would be firstname last name. To enter a space between two data points please use the “Add custom field” button. By selecting “Add custom field” then leave the string constant section blank and select “Add Field”. This will activate a space that can be positioned in the top toolbar to help you format the data.
If I don’t have a second email address and there is nothing to pair the element with what do I do? For testing purposes, you can simply add a custom field and enter a bypass email address.
What is the Pairing Map? The pairing map is a copy function that can be used to save time when mapping data in the opposite direction. The pairing map will reflect the data you have paired within the original mapping template.
Will there be required fields on one system but not another? Yes, each system will have its own dependencies. For this reason, it is important to check the required fields for both directions of the data.
I would only like my data pushed in one direction, is this possible? Yes, within the DSYNC dashboard you can select To Master, To Slave and both to indicate the direction of the data flow.
Can I name my map anything? Yes, both the name and the description is entirely up to you. We would encourage some naming conventions to help you identify the templates in the future.
What is a Relation? A Relation is the high-level link between the two systems. Creating a relation is the first step in the mapping process. Within this step, we indicate at a high level what is going to be synchronized. For example, Customer in one system to Contacts in another. Or Inventory in one system to Products in another.
Do I have to match every data point with another data point? No, only the required fields need to be mapped to another data point. Required fields are indicated by a small red asterisk.
One of my systems is asking for a middle name, how can I insert into the data mapping properly? First start by selecting all the parts of the name example First, Middle and Last name. Then select “Add custom field” by leaving the string constant blank and selecting “Add” you will create spaces to be added to the top toolbar. Organise the top toolbar with the correct layout. First “Space” middle ”space” then last name.