Map Attributes Using the Attribute Mapper

Mapping Attributes

Attribute mapping defines which attributes in each synapse to associate with the Syncari entity—the unified record in Syncari, or the golden record. Mapping consists of the following:

• Choosing the synapse that includes the attribute that you want to sync.
• Selecting the entity to sync with.
• Specifying the sync direction. That is, does it only sync from the synapse to the Syncari entity as a Source, sync from the Syncari entity to the synapse as a Destination, or Both?
• Choosing the attribute in the Syncari entity that matches it or creating the attribute if no equivalent attributes exist.

Syncari offers two ways to map attributes:

• You can use the Attribute Mapper covered in this article, which is excellent for mapping several attributes simultaneously. You also create attribute pipelines when you map attributes using the Attribute Mapper. See About Attribute Pipelines.
• You can also map attributes one at a time while working in individual attribute pipelines. This way, you can easily see what's already been mapped. See Create Attribute Pipelines.

Add mapping

➡️ To map attributes using the attribute Mapper, follow the steps below or review this video.

1. Open a draft entity pipeline in Pipeline Studio. See About Entity Pipelines.
2. Click More Actions > Manage Attribute Map in the pipeline menu. 
   
   If you haven't mapped any attributes yet, Syncari prompts you to add a mapping.
3. Click Add Mapping.
   
   The Attribute Mapper loads within the context of the entity you selected. Always remember which Syncari entity you are mapping to and from. In this case, we are looking at the Lead entity in Syncari.
4. Create one row for each attribute in the Attribute Mapper.
   1. Synapse Name—Select the activated synapse to map with the Syncari entity.
   2. Synapse Entity—Select the entity in the synapse to map with the Syncari entity.
   3. Synapse Attribute—Select the attribute in the selected entity to map with the Syncari entity.
      Note: The display name is in black, and the API name is (gray) for attributes and entities.
   4. Sync Direction—Choose a direction for the sync:
      Note: Depending on the attribute-level permissions for the integration user in the external system, you may not see all three options.
      • Both means Syncari will sync from the source system to the Syncari entity and from the Syncari entity to the destination system.
      • Destination - For destination-only attribute mappings where a synapse gets data from Syncari.
      • Source - For source-only attribute mappings where a synapse supplies data to Syncari.
   5. Syncari Attribute—The attribute in the Syncari entity that applies to the mapping. If you're mapping an external system attribute to Syncari and don't have a Syncari attribute to map to, you can click + Add attribute, and Syncari creates the attribute. You can keep the properties from the external system or set them as you need. 
      
      
   6. Click + Add or anywhere on the Attribute Mapper to add another row. 
      Syncari automatically adds the Synapse Name and Synapse Entity to each new row, but you can still choose other synapses.
   7. When finished, click Map Attributes on the top right side.

Edit Mapping

➡️ To edit mapping, follow the steps below

1. Open a draft entity pipeline in Pipeline Studio. See About Entity Pipelines.
2. Click More Actions > Manage Attribute Map in the pipeline menu. 
   
    
3. Click the cell of the attribute mapping you would like to change. You can select any value in the mapping to change  
4. The attribute map row will change to blue indicating you made changes to that mapping. The Remap attribute button will be enabled.   
5. Click the Remap attribute button when you are done editing. You should see a confirmation when its successfully updated.  

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