Create member mappings

For example, in this sample data import file:

• The accounts may need to be mapped to account members that exist in the system, for example, 10000 may need to be mapped to a member A10000.
• The entity may need to be mapped to Entity codes that are in the system. 

In the Sample Import File, for example, USA may need to be mapped to USA100.

To create a map:

1. Navigate to Configure and select Maps.
2. Select Add in the top-right to add a new Map.
3. Enter a name for the new Map when prompted.
4. Select Save.
   The Map is saved. You now need to specify the member Mappings for the newly created Map in the Mappings editor.

To access the Mappings editor:

1. Double-click on a map to open it in the Maps tab.
   The Mappings editor displays.
2. Make an entry in the Map for each member that needs to be mapped in the data import file.
   You can either choose to define one Map for members in all dimensions, or you can select to define one Map per dimension that needs to be mapped.
3. Perform these steps for each member that needs to be mapped:

4. Select Save.

The Mappings editor validates the mapping rows you create or import. When the system detects an invalid configuration, such as an invalid target member, it flags the error immediately. This prevents the mapping from being saved. All saved mappings are valid, which eliminates errors during the file import process. You can use AI-assisted mapping to correct mapping errors. 

When you add or import a mapping row, the Status column displays icons:

After you configure the Staging Table, Data Import Definition, and required Maps, create a Workflow process that integrates these components. End users can now execute this process as one of their assigned workflow tasks.

If you already have mappings in an Excel or csv file format, it's easier to import your mappings instead of keying them in manually. The file must have these columns:

• Dimension: Specifies the system dimension that the mapped member resides in.
• MappingType: Use Exact.
• SourceValue: The source member name used in the data import file.
• MappedValue: The system member name that the source member should be mapped to.
• OrderIndex: Specifies the order the mappings should be applied in cases where a member has more than one mapping applied to it.

To import mappings:

1. Select the Import icon in the upper-right​ corner.
2. Select the file containing your mappings when prompted to select a file.
3. Select IMPORT.
   The mappings are imported into the Mappings editor.

Use the Export icon to export your mappings to an Excel or CSV file. It's useful in cases where:

• You want to take a snapshot of the mappings at a point in time.
• You may find it easier to update and maintain the mappings in Excel.

To export mappings:

1. Select the Export icon in the upper-right corner.
2. Select a file format: Excel or CSV when prompted.
3. Select EXPORT.
   The mappings are exported and placed in your Downloads folder. The name of the file is the name of the Map followed by the appropriate extension .xlsx or CSV.

• FCR: Level up your data integration - 3 powerful new mapping features