Preparing Entities for Synchronization: Field Mapping

In this topic, you will learn how you can map fields between MYOB Advanced and BigCommerce to override the standard field mapping or define an additional mapping to suit your synchronization requirements.

Mapping of Fields for Export

Acumatica ERP Retail-Commerce Edition provides you with the ability to map fields, which are related to synchronized entities, in MYOB Advanced with fields in BigCommerce. You can define additional mappings of standard or custom fields as well as override the standard mappings provided with the BigCommerce integration.

You define the mappings of fields that should be processed during the export of data from MYOB Advanced into BigCommerce on the Export Mapping tab of the Entities (BC202000) form. During the export, data from the specified fields is prepared and processed according to the defined mappings.

To map two fields that will be processed during the export, you specify values in the following columns:

• External Object: The object in the external system whose field is set to the value of the ERP field or to a calculated value on export.

  The list of available options depends on the selected entity and the e-commerce connector.

• External Field: The field of the selected external object that is set to the value of the ERP field or to a calculated value on export.

  The list of available options depends on the selected entity, the e-commerce connector, and the external object.

• ERP Object: The object in MYOB Advanced whose field's value is assigned to the external field on export.

  The list of available options depends on the selected entity and the e-commerce connector.

• ERP Field / Value: The field of the selected ERP object whose value is assigned to the external field on export, or the expression to be executed on export to generate the value that is assigned to the external field.

  The list of available options depends on the selected entity and the ERP object.

Example

Suppose that you do not want inventory IDs of stock items maintained in MYOB Advanced to be publicly displayed as SKU names on the storefront of your BigCommerce store. Instead, you want to show alternate IDs. To map the alternate IDs of stock items in MYOB Advanced to stock keeping units (SKU) in BigCommerce, you do the following:

1. In MYOB Advanced, you make sure that an alternate ID is specified for each stock item on the Cross-Reference tab of the Stock Items (IN202500) form.
2. On the Export Mapping tab of the Entities form, you select the store and the Stock Item entity, and in the table row, you specify the following mapping settings.

   Active	External Object	External Field	ERP Object	ERP Field / Value
   Selected	Product	Stock Keeping Unit	Stock Items → Cross References	Alternate ID

With this mapping, when you synchronize stock items with the BigCommerce store, the alternate ID of a stock item will be exported to the SKU field of the item in the BigCommerce store.

Mapping of Fields for Import

Acumatica ERP Retail-Commerce Edition provides you with the ability to map fields, which are related to synchronized entities, in MYOB Advanced with fields in BigCommerce. You can define additional mappings of standard or custom fields, as well as override the standard mappings provided with the BigCommerce integration.

You define the mappings of fields that should be processed during the import of data from BigCommerce into MYOB Advanced on the Import Mapping tab of the Entities (BC202000) form. During the import process, data from the specified fields is prepared and processed according to the defined mappings.

To map two fields that will be processed during the import process, you specify values in the following columns:

• ERP Object: The object in MYOB Advanced whose field is set to the value of the external field or to a calculated value on import.

  The list of available options depends on the selected entity.

• ERP Field: The field of the selected ERP object that is set to the value of the mapped external field or a to calculated value on import.

  The fields that are displayed in the list depend on the selected object.

• External Object: The object in the external system whose field's value is assigned to the ERP field.

  The list of available options depends on the selected entity and the e-commerce connector.

• External Field / Value: The field of the external object whose value is assigned to the ERP field, or the expression to be executed on import to generate the value that is assigned to the ERP field.

  The list of available options depends on the selected entity, the e-commerce connector, and the external object.

Example

Suppose that you want to provide the customers of your BigCommerce store the ability to add a note when signing up for a new account. You also want this note to be imported into MYOB Advanced during the synchronization of customer data. The standard customer sign-up form available in the BigCommerce store does not contain a field for a note. To add a note field in BigCommerce and map it to an attribute field in MYOB Advanced, you need to perform the following steps:

1. In the BigCommerce store, you open the Form Fields page by clicking Advanced Settings > Account Signup Form in the left pane, and you create a new field of the text type, Message for Admin.
2. In MYOB Advanced, on the Attributes (CS205000) form, you define an attribute with the following settings:
   • Attribute ID: MESSAGE
   • Description: Message for Admin
   • Control Type: Text
3. On the Customer Classes (AR201000) form, you select a customer class based on which customer records are created when BigCommerce customers are imported to MYOB Advanced—that is, the customer class specified for the store in the Customer Class box on the Customer Settings tab of the BigCommerce Stores (BC201000) form—and on the Attributes tab, you add the created attribute.
4. On the Entities form, you select the store and the Customer entity, and on the Import Mapping tab, you specify the following settings.

   Active	ERP Object	ERP Field	External Object	External Field / Value
   Selected	Customer → Attributes	Message to Admin	Customer → Form Fields	Message to Admin

   With this mapping, the text that a customer enters in the Message to Admin field in the customer registration form in the BigCommerce store will be imported to MYOB Advanced during the synchronization of customer data, and will be displayed for the customer in the row of the Message for Admin attribute on the Attributes tab of the Customers (AR303000) form.

For step-by-step instructions on mapping a nonstandard field for customers, see Preparing Entities for Synchronization: Implementation Activity.

Auto-Mapping of Fields

When configuring the mapping of fields of the Stock Item, Non-Stock Item, and Template Item entities, instead of selecting a particular target field, you can type <<Auto_Mapping>> in the Target Field column. During the synchronization process, the system looks for a field similar to the source field and does one of the following:

• If the field is found, maps it to the source field
• If the field is not found, creates a new text field in the e-commerce system with the same name as that of the source field

Removing Standard Mapping for a Field

You can remove the mapping for fields that you do not want to be synchronized between MYOB Advanced and the external system. You perform the unmapping for import and export directions separately as follows:

1. On the Entities (BC202000) form, you select the store and the entity for which you want to modify field mapping.
2. Depending on the synchronization direction, you do one of the following:
   • To remove the mapping from an MYOB Advanced field so that it is not used during the import, on the Import Mapping tab, you select the needed values in the ERP Object and ERP Field columns, and then in the External Object column, you select <<Unmap>>.
   • To remove the mapping from a field in the external e-commerce system so that it is not used during the export, on the Export Mapping tab, you select the needed values in the External Object and External Field columns, and then in the ERP Object column, you select <<Unmap>>.

   During the synchronization, the system will not pull data from the unmapped fields or record data to these fields.

Using of Formulas in Field Mapping

When you define mappings between fields in MYOB Advanced and in the external system on the Entities (BC202000) form, you can use formulas to calculate the values to be displayed in the target fields. Formulas give you the ability to use advanced calculations and data transformation functions if some values are calculated or depend on the data from other sources.

You can enter the formula directly in the External Field / Value column (Import Mapping tab) or ERP Field / Value column (Export Mapping) or in the Formula Editor Dialog Box, which you invoke by clicking the Edit button in these columns.

Operators and functions that you can use in formulas on the Entities form are the same as the operators and functions that are used on the Import Scenarios (SM206025) and Export Scenarios (SM207025) forms. For more information about formulas, functions, and operators, see The Use of Formulas, Operators, and Functions.

Mappable Fields and Mapping Limitations

You can define additional mapping or override default mapping for the following types of MYOB Advanced fields:

• Standard fields: These fields are available in MYOB Advanced out of the box.
• Custom fields: These fields are not present in the out-of-the-box version of MYOB Advanced and are created when a customization project is published.
  Note: Only custom fields created on the Customers (AR303000), Non-Stock Items (IN202000), and Stock Items (IN202500) forms can be used for mapping with BigCommerce.
• Attribute fields: You define an attribute (that is, additional properties) of customers on the Attributes (CS205000) form. Then you add the attribute to a customer class on the Attributes tab of the Customer Classes (AR201000) form. After that, you specify the appropriate attribute values for particular customers on the Attributes tab of the Customers form. Similarly, you add attributes of inventory items to an item class on the Item Classes (IN102000) form, and then specify the appropriate attribute values for particular stock items, non-stock items, and template items on the Non-Stock Items, Stock Items, and Template Items (IN203000) forms, respectively.

  For more information about attributes, see Attributes.

• User-defined fields: User-defined fields are similar to attribute fields but are represented differently on MYOB Advanced forms.
  Note: User-defined fields are not supported on the Stock Items and Non-Stock Items forms but are supported on the Customers and Customer Locations (AR303020) forms. Thus, you can use in mappings only the user-defined fields created on these forms.

  For more information about user-defined fields, see User-Defined Fields.

The table below lists the entities for which the mapping of nonstandard fields is supported, as well as the types of fields that are supported for each entity. The last column also displays the objects in BigCommerce to which the nonstandard MYOB Advanced fields can be mapped.

Import Mapping of Sales Order Details

You can map the fields with information about the products included in an order in BigCommerce with the fields used in sales order detail lines in MYOB Advanced.

When you define the field mapping to be used for importing sales orders from an external system, you can use both predefined and custom MYOB Advanced fields of sales order detail lines—that is, fields that are used in sales order lines, which are displayed on the Details tab of the Sales Orders (SO301000) form. During order synchronization, details of the products in an order placed in BigCommerce is sent to the mapped fields in MYOB Advanced.

To use a sales order detail field in import mapping, on the Import Mapping tab of the Entities (BC202000) form, you do the following:

1. In the ERP Object column, select the Sales Order → Details or Sales Order → Details → Advanced option.
2. In the ERP Value column, select a field from the list of fields that hold information about sales order details. Custom fields have the prefix Usr.
3. In the External Object column, select the Order Data → Order Products option.
4. In the External Field / Value column, select a field from the list of fields holding information about products in BigCommerce orders.

Import Mapping of BigCommerce Product Modifiers

You can map the fields used to modify a product in BigCommerce (which are called product modifiers or customizations in BigCommerce) to the fields shown in sales order lines in MYOB Advanced. Product modifiers are used to customize existing products without creating new product variants. For more information about product modifiers, see the BigCommerce documentation.

To use a product modifier in an import mapping, on the Import Mapping tab of the Entities (BC202000) for, you select Order Data → Order Products → Order Product Options in the External Object column and type the name of the product modifier as it appears on the user interface in BigCommerce. To define a more advanced mapping—for example, to display data from multiple product modifier fields to a single sales order line field in MYOB Advanced—you can specify a formula in this column.