Advanced Property Mappings (Custom Mappings)

How to add custom field mappings to your Unific connection

Table of Contents

1. Video overview
2. How to use Advanced Property Mappings
3. Value vs Label Mapping

Unific comes with Pre-mapped Properties and expertly configured integration out of the box. However, not all businesses are made the same, so there may be times where you want to add additional custom field mappings.

Unific's Advanced Property Mapping feature lets you do just that.

Video Overview

How to use Advanced Property Mappings

Advanced Property Mappings are always on a "Sync" or "Quotific CPQ" connection.

Has two types of sync connections. "Deep Data Sync" and "Quotific CPQ". Both allow you to set advanced property mappings

1. Log in to your Unific Account
2. On the main menu click the "Sync" or "Quotific CPQ" link.
3. Then choose the desired Sync or Quotific CPQ connection and click "edit" (pencil icon).
4. Navigate to the "Property Mappings" section in the connection
5. Open the "Premapped Properties" section.
6. Check if the desired mapping already exists by clicking the tab of the desired object
   1. Tip: with the pre-mapped properties section open, use 'ctrl-f' or 'command-f' (Mac OS) to search for the property you are looking for
7. If the pre-mapped properties you want do not exist, find the "Advanced Property Mappings" section in the same "Property Mappings" section
8. Click on the tab for your desired object
9. Click "Add mapping"
10. On the left you will see the data from the latest object instance that Unific has and on the right you will see fields from the destination platform
11. Select the desired source property on the left
12. Select the desired destination property on the right
13. Click Add Mapping
14. If the property types are compatible, it will match
15. If the property types are not campatible, it will not match and show an error and ask you to re-select
16. It may also give you a second step (described below)

Value vs Label Mapping

While mapping, one thing to pay attention to is mapping the "value" instead of the "label".

Below are some formats you might encounter:

1. Simple "label to property" structure

For the source platform, some data structures have a format such as:

"property label": "property value"

For example:

"note": "leave on back porch"

In this case, it will be safe to choose the radio button next to the left of the property label which will allow Unific to sync the Value, "leave on back porch" to the destination property.

Step A: Select the radio button next to "note" label

Step B: Select destination property

2. Label and Value in two different properties

"property label": "property label"

"value label": "property value"

For example:

"type": "manual"

"value": "12.00"

In this example, we want to sync the Value of "12.00", but the true Label of that value is "Manual".

So when we do our mapping, first select the radio button next to "value": "12.00" since that is the target property we want to map.

Step A: Select Target field as the value

Step B: Select a Destination Field (a field of type "Number" in this instance).

Step C: Sometimes, Unific will prompt a "We need some more information about this mapping". Select "type": "manual" as the unique identifier.

Step D: Click "Add mapping" at the bottom of the page

Now this property mapping will always sync the 'value' (whatever it is for the object being synced) but only if the value of the property "type" is "manual".