Entity Mapping/Import
The web services and values that we defined in the Entities tab eventually become available in the next tab, Entity Mapping/Import. This screen provides the functionality to import ERP Customers, along with their respective contact(s), into Salesforce Account(s) and contact(s). It also enables to import of products, product families, and dropdowns from Sage 300C ERP to Salesforce.
Steps to import Customers from Sage 300C into Salesforce:
Navigate to the “GUMU Settings” application to view the “Entity Mapping/Import” module on the Administration page (you’ll notice default mappings that have been already created during the installation process).
Note: If you are unable to click the buttons, navigate to Setup > Session Settings > Lightening Web Security and uncheck the Use Lightning Web Security for Lightning Web components and Aura components checkboxes
We need to sync the import routines one by one, to do so click on the eye icon and then click on the “Sync Now” button.
Category
Salesperson
UOM
TaxGroup
Location
TermsCode
ShipVia
Currency
ProductFamily
ProductsCode
PricebookEntrySTD
PricebookEntry
ItemPricelist
Customer
Contact
ShipToLocation
SalesOrder
SalesOrderDetails
Accountsets
ARDistributionCode
ARUOM
ARItems
ARPricebookEntrySTD
ARPricebookEntry
Now user can segregate the import routines based on their type, following are the descriptions of filters:
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. |
Header Tab
Select the entity for which you want to run the importing (Here we have selected the Entity name as “Customer”), from the Action panel click on the View action button (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.
Note: The schedule configuration also applies to the import routine that has been set in the Chain Next Field, for example; if the Import Ship-to location is set in the Chain Next field of Import Customer; so, in this scenario, the schedule configured for Import Customer routine will automatically apply to the Import Customer Ship-to location and the subsequent process gets started. This will be applied to the subsequent chains as well for the objects.
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 on the Import Mapping button, and then click the Upload File button to upload the file.
Once the file is uploaded, 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 Customer No 1200), and click Save. Select the Active checkbox for all the filter criteria that you want before saving the Entity Sync.
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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