Real-Time Mapping¶
Real-Time Mapping allows the user/partner to map attributes and tags of the products to the processes before or during the onboarding process.
Prerequisites¶
- Onboarding sheet
- Predefined roles
- Predefined organizations
Key Terms¶
- Mappings: the mapping section allows to map different elements (attributes, tag, classes, and taxonomies) defined in an onboarding file to the similar elements (the attributes, tag, classes, and taxonomies) defined in the system.
- Endpoints: the endpoint is the final process where we map the partners with the defined process. This endpoint will be visible on the partner’s dashboard.
Steps for Real-Time Mapping¶
- Log in and click on the Administration icon.
- Navigate to Data Integration -> Endpoints menu.
- Click on the ‘+’ icon to create the endpoint.
- Enter the values such as Name, Type (Inbound), and Code, then click on the Create button.
- Enable Realtime Mapping, select the process to map in the workflow, and click on the Save button.
- Click on Partner Administration to assign the Endpoint to the Organization and Users.
- Click on an organization. In the Systems section, select the one you have just created and click on the Save button. Note: - An organization can have several endpoints assigned to it.
- Click on the Explore icon.
- Go to Dashboard and click on the Data Integration tab.
- Click on the Import File icon to import the file.
- In the real-time mapping window, you can see all the attributes and tags mapped to their respective fields. You may also make changes or simply ignore the attributes that are irrelevant.
