Creating and Managing External Mappings

When you integrate your 3rd-party systems with the m3ter platform, 3rd-party entities and fields are mapped to m3ter entities and fields. External Mappings are created and act as mapping reference lookups for which objects and fields have been mapped across two or more systems. You can review these mapping references on the External Mappings page under Integrations where they are listed.

When you are working to set up your Integrations and want to test or troubleshoot your implementation before going live, you might need to create External Mappings manually and, at a later date, edit or delete them.

To create and manage External Mappings for your Organization:

1. Select Integrations>External Mappings. The External Mappings page opens.

2. Select Create External Mapping. The Create page opens.

3. Using the m3ter entity type drop-down list, select the entity type you want to create an External Mapping for.

  • Note that if you select Account, the page adjusts to show an m3ter entity drop-down selection field - the list of entities available for selection are filtered according to your m3ter entity type selection and the Accounts in your Organization are listed.

4. Use the m3ter entity field or drop-down list to enter or select the entity you want to create the External Mapping for.

5. Using the External system drop-down list, select the 3rd-party system referenced.

  • Note that you can configure mappings for any of the integrations with 3rd-party systems set up for your m3ter Org. This includes any custom integrations as well as native integrations.

6. Using the External table drop-down list, select the table in the 3rd-party system referenced.

7. In the External entity ID field, enter the id of the 3rd-party system entity referenced:

  • Note that if the possible values for the External entity ID field can be fetched for the External system and m3ter entity selections, then you can use a drop-down list to select the value for this field from the list of possible values returned.

8. Select Create External Mapping. The Create page closes and the new External Mapping is shown on the External Mappings tab. For example:

9. If you want to edit a mapping, select Edit.

10. On the Edit page, make your changes and select Update External Mapping.

11. If you want to delete a single mapping, select Delete:

A confirmation pop-up appears. Select Yes to complete the delete action.

12. If you want to delete multiple mappings, check those you want to delete and click Delete selected:

Tip: External Mappings for Accounts? You can create External Mappings for specific Accounts - see Creating and Managing External Mappings for Accounts.

Next: Reviewing Integration Run Details

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