Configure list mapping

Audience:

settings

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When synchronizing data between SuperOffice and ERP systems, you must specify which SuperOffice field and which ERP field belong together.

Note

When editing an ERP connection, you must first deactivate it.

1. Select Quote/Sync > Sync. In the ERP connections list uncheck the Active box for the ERP connection you want to edit.

2. Select the ERP connection, and click the List mapping button at the bottom.

3. Select a list. The available field items are displayed on the right side of the dialog.

   If no lists are displayed, you must configure field mapping.

4. Select the corresponding CRM item for each ERP item.

   Note

   Mapping is one-to-one. You cannot map to the same CRM item twice. Double-mapped list items are displayed in RED. To leave an ERP list item unmapped, select (No Selection).

5. Repeat steps 4 to 5 to map list items for the next list.

6. Check Active for the ERP connection you edited.