Setting Up Item Mapping Rules

Modified on Mon, 29 Jan 2024 at 01:30 PM

Onboarding Managers (OMs) configure item mapping rules on the backend based on how every dimension should be mapped for your set up (usually during onboarding). There are 3 available options:

(i) Configure automapping scope

(ii) Skip automapping

(iii) Prompt user every time while mapping a new line item

After your initial implementation, you can contact your Account Manager (AM) for any changes to the automapping strategy.

If the configuration for a dimension is set to “Prompt user every time while mapping a new line item”, you’ll interact with the following modal:

Click “OK” to create the rule. Navigate to “Settings” to view/modify the rule.

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