Entity Mapping/Import
The web services and values defined in the Entities tab are available in the next tab, Entity Mapping/Import. This screen allows users to import ERP fields from Sage. Customers for example along with their respective contacts can be imported into Salesforce Accounts and Contacts. The import routine can be run as needed or automated to a set schedule.
Login into Salesforce, navigate to the GUMU™ Settings app and click on the Entity Mapping/Import tab (you will notice default mappings that were created during the installation process)
Note: If you are unable to click the buttons, go to Session Settings > Lightening Web Security and uncheck the Use Lightning Web Security for Lightning Web components and Aura components checkboxes
You need to sync the import routines one by one, to do this click the blue eye icon to view and then click the Sync Now button.
The Sequence in which the Import routines should be synchronized are as follows:
UOM
TaxCalss
Warehouse
SalesPerson
ShipVia
TermsCode
PaymentType
ARDivision
ShipMethod
TaxSchedule
ProductFamily
Products
PricebookEntrySTD
PricebookEntry
Customer
Contact
Ship_to
DefaultShipTo
Order
OrderLines
ARItemProducts
You can sort the import routines based on type.
Entity Mapping/Import Filter Types
| Filter | Description |
|---|---|
All | This filter will display all the import routines. |
Configuration | This filter will display regular imports which are designed to synchronize related data necessary for the master data import or creation process. |
Master | This filter will display importing details about key entities such as Contacts, Customers, and Products. |
Transaction | This filter will display importing details of financial or business activities. |
To view the entity you want to import (here we have selected the Entity Customer), under the Action panel click the blue eye icon
A new page will open in the Header section consisting of the following fields
Entity Mapping Fields
| Fields | Detail |
|---|---|
Entity Mapping Name | Specify the Name for the Entity import routine. |
Description | This field will give an overview of the import routine. |
Salesforce Object | Salesforce Object’s API name where you want to import your data to. |
Sage Entity | The Sage Entity created where you want to import data from. |
Chain Next | Specify the next import routine to be run (as per the image above, Contact import will run once Customer has been imported successfully) |
Type | This is an auto populated field that will display the filter type selected (in the image above the filter type Master was selected) |
Active | Check to keep the current mapping Active |
Default for promotion | Checking this checkbox for the import routine it will only be used for promotion, not for importing |
Last Sync Field | |
Last Sync Value | |
Size | Specify the size for the records to be fetched from Sage |
To schedule Import Routines, under the Action panel click on the green pencil icon to edit.
Click on the Schedule button at the top right and a new screen will appear as shown.
Set the Next Run Date & Time select Schedule Type as Hourly/Daily/Weekly/Monthly and click on the Save button (you can see the Previous Run Time when the current import routine runs)
To skip a schedule for a specific time, use the Skip Schedule tab, enter the start time and end time, and click Save.
Export Mapping
If you want to add the mapping to a different Salesforce Org without creating it manually, you can now Export the mapping from one org to another (e.g., Sandbox to Production)
Select the entity mapping you want to export and click on the Export Mapping button.
The selected Entity Mapping file will download immediately.
The next step is to log in to the other Org (Here we are showcasing in the same Org) and navigate to the Entity Mapping/Import tab, click the Import Mapping button, then click the Upload File button to upload the file.
After the file uploads, the user needs to click on the “Import” button. This will start the internal processing and once done user will be notified with a success message.
Details Tab
Navigate to the Details tab and click on the Mappings tab, here you can map the Sage fields with Salesforce fields (add additional mappings by clicking on the Edit button followed by the Refresh Fields button at the top).
Navigate to the Filter tab, here you can add a filter to the import routine if you want to import specific data (for example, we have filtered the import routine based on the Customer No 0000010), and click Save.
Click on the Preview button at the top to view the data from Sage, then import by clicking the Sync Now button present next to the Preview button.
The Relationship tab allows you to specify Parent-Child relationships (for example, Contact will always have a relationship with Account which we can define here).
You can set up a Relationship to Sync if the target object has a parent in Salesforce (for example, Account-Contact)
To add a relationship, click on the Add Row button, and select the Target, Source Field, and Parent Object Name from the list of Salesforce Objects (for example, Account is the Parent Object of the Contact object in Salesforce).
In the Logs tab, you can view the status of the import/sync.
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