Preparing Entities for Synchronization: Field Mapping

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

Mapping of Fields for Export

MYOB Acumatica Retail Connectors provides you with the ability to map fields, which are related to synchronized entities, in MYOB Acumatica with fields in the Shopify store. You can define additional mappings of standard or custom fields as well as override the standard mappings provided with the Shopify integration.

You define the mappings of fields that should be processed during the export of data from MYOB Acumatica to Shopify 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 Acumatica 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.

Mapping of Fields for Import

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

You define the mappings of fields that should be processed during the import of data from Shopify to MYOB Acumatica 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 Acumatica 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.

Removing Standard Mapping for a Field

You can remove the mapping for fields that you do not want to be synchronized between MYOB Acumatica 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 Acumatica 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 Acumatica 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.

Import Mapping of Sales Order Details

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

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 Acumatica 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 Shopify is sent to the mapped fields in MYOB Acumatica.

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 → Line Item option.
4. In the External Field / Value column, select a field from the list of fields holding information about products in Shopify orders.

Example 1

Suppose that you do not want inventory IDs of stock items maintained in MYOB Acumatica to be publicly displayed as SKU names on the storefront of your Shopify store. Instead, you want to show IDs maintained for stock items in a custom field, UsrExtInvID, which you show in the External Inventory ID box added to the Stock Items (IN202500) form. To map the external inventory IDs of stock items in MYOB Acumatica to SKUs in Shopify, 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 conditions corresponding to the settings shown in the following table.

Example 2

Suppose that you keep the information about template items along with their matrix items in MYOB Acumatica and synchronize this information with the Shopify store. However, the information about the matrix items' weights is updated directly in the Shopify store. To avoid the override of the weights during the synchronization of the Template Item entity, you need to unmap the corresponding field. To do this, you select the Template Item entity in the Summary area of the Entities form, and on the Export Mapping tab, you specify the conditions corresponding to the settings shown in the following table.