Manage Mappings

The SourceConnect Management Console allows you to manage mappings from a single user interface.

Note: You must create a staging area before initiating the master data mapping otherwise an error message indicating the same is displayed.

1. Access the Master Data Mapping option either from the home page or via Data Sources > Edit Data Source option.
   
   
   
   
2. If you navigate to the Master Data Mapping feature through the Edit Data Source tab, you can then add or edit validation rules. This process is depicted in the following screenshots.
   
   
   
   
   
   
   
   
   
   
3. Select the Preview Changes option to preview the changes before saving the modified records as depicted in the following screenshots.
   
   
   
   
   
   
   
   
   
   
   
4. To load master data, select the preferred stage area from the dropdown. If there is no data in the MSC_MASTER_LOOKUP, 'No Records Found’ is displayed.
   
5. To upload the master lookup data to the MSC_MASTER_LOOKUP table in staging database, use the Upload option, browse the .csv file that contains all the master lookup data with the columns pertaining to the MSC_MASTER_LOOKUP table and upload it.
   

   If you select the Reset option, the selected source filter data will be completely erased and it will be required to enter new data.

   Note: Do not change the SOURCE and LKP_CODE column values. The LKP_CODE value identifies the database objects such as journal types, document type, tax code, withholding tax code, logical system, and so on.

6. Select a .csv file and upload it.
7. On a successful upload, the data is displayed on the screen.
   
8. Select Download > Master Data to download the master lookup file containing all the data as per source system.

   Note: After successfully loading data to the staging area, either through upload or the Save action, it is essential to run the Generate_Cache job. This action updates the cache files, enabling them to be used for transactions and syncback, as applicable.