# Entity Mapping/Import The web services/tables and values that we have defined in the Entities tab eventually become available in the next tab, Entity Mapping/Import. Users can run the import routine on a demand basis or set the schedule of any selected import routine thus automating the process. 1. Navigate to the “**GUMU Settings**” application to view the “**Entity Mapping/Import**” module on the Administration page.
2. To synchronize the Import Routines individually, click on the eye icon and then proceed to click the "Sync Now" button.
3. The Sequence in which the Import routines should be synchronized are as follows: * Branches * CustomerClass * UOM * Warehouse * Customer * Contact * Product Family * Product * PricebookEntrySTD * PriceBookEntry * SalesOrder * SalesOrderDetails 4. Let us understand the tabs and fields one by one. Click on the eye icon of “Acumatica-Customer Import routine.
**Header Tab** 5. A new page will open consisting of several fields on the Header section, the below table describes each field.
Fields Description
Entity Mapping NameSpecify the Name for the Entity Import Routine.
Salesforce ObjectSalesforce Object’s API name where you want to import your data to from an entity.
Sage EntityThe source entity created from where you want to import data from to Salesforce object.
Chain NextSpecify the next import routine to be run. For example, as per the above image CustomerContact import will run once ImportCustomer has been imported successfully.
TypeThis is an auto populated field that will display the filter type selected, in the above image filter type “Master” was selected. Hence the type filter field reflects “Master”.
ActiveThis checkbox needs to be checked to keep the current mapping Active.
Default for promotionBy enabling this checkbox for the import routine, it will only be used for promotion not for importing.
Last Sync FieldMostly this field is used when the user wants to import the historical data. Select the value field value from the pick list.
Last Sync ValueIn this case, the user needs to indicate the field value; for example, if the Sync Field value is "Date Created," then in the "Last Sync Value," specify the date from which you intend to import the data.
SizeSpecify the size for the records to be fetched from ERP.
6. Let’s take a look at how to schedule Import Routines, click on the “Edit” button.
7. Once you click on the edit button 4 new buttons will appear on the screen, click on the “Schedule” button and below screen will appear as shown below:
8. To schedule tasks, the user is required to specify the "Date & Time" for the Next Run and choose the desired frequency (Hourly/Daily/Weekly/Monthly) under the "**Schedule**" option. Afterward, click on the "Save" button. When the user schedules the import routine (e.g., on an hourly basis), they can view the "Previous Run Time" during the current import routine and anticipate the "Next Run Time" for the upcoming import routine, including the specific Date & Time. 9. To skip a schedule for a specific time, use the “**Skip Schedule**” tab. Enter the start time and end time and then click on the Save button.
If a user wants to add the mapping to a different Org without creating it manually, they can now Export the mapping from one org to another org (e.g.: Sandbox to Production) to get the results without much effort. 10. Select the import routine for which you want to export the file and click on the “**Export Mapping**” button.
11. Proceed by logging into the designated Org and accessing the Entity Mapping/Import tab. Click on the “Import Mapping” button and → “Upload File” button to upload the downloaded file to import the entity mapping into Salesforce.
After the file upload, the user needs to click on “Import” button. This will start the internal processing and once done the user is notified with a success message. **Details Tab** 12. Navigate to the Details section and click on the Mappings tab, here the user can map the Sage ERP fields with SF fields.
13. If the user wishes to map additional/customized fields, just click on the “**Refresh Fields**” button, and then the required fields will be listed in the mapping list.
14. Next, navigate to the “**Filter**” tab, and provide a filter for sync to retrieve records based on specified conditions. Click on the “Edit” button to add any required filter.
15. Click on the “Edit” button - “Add Filter Row” button. Select source field from the list for which you want to set filter and add the value for the field with required operator. Select the Active checkbox for all the filter criteria that you want before saving the Syncing the data.
16. Referring to the image above, we have applied a filter based on Customer Name, specifically for the value "**AACUSTOMER**" This implies that the import process will include only the specific Customer with a Customer Name matching "**AACUSTOMER**". 17. Click on the preview button to see which data is going to be imported. As we can see from the image below only the Customer Number which is “Serena van der Woodsen” will be imported.
18. The Relationship tab allows us to specify Parent-Child relationships. For example, Contact will always have a relationship with Account then we can define that here.  19. You can set up a relationship for the Sync if the target object has a parent in Salesforce (e.g., Account-Contact).
20. To add a relationship, click on the “Add Row” button. Select the target, source field and Parent Object Name from the list of Salesforce Objects (i.e., Account is parent object of Contact object in Salesforce). 21. User can run the import routine (on-demand sync) by clicking on the sync now button which would import the data from Sage Intacct to Salesforce. 22. Finally, in the Logs tab you can view the status of the importing. As shown in the image below we can see that Importing has been completed successfully.
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