Creating and Managing External Mappings for Accounts - m3ter Documentation

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When you integrate your 3rd-party external systems with the m3ter platform, external system entities and fields are mapped to m3ter entities and fields. External Mappings are created and act as mapping reference lookups for which entities and fields have been mapped across two or more systems. As you set up and configure integrations, you might want to review, create, and manage the External Mappings created for a specific Account:

• You can review the mappings created for an Account on the Overview tab of the Account’s page, where they are listed under the Account metadata panel.
• You can also create new External Mappings for the Account from panel.

Tip: External Mappings for your Integrations? You can create and manage all External Mappings for your Integrations from the main Integrations>External Mappings page, including those that reference your m3ter Accounts - see Creating and Managing External Mappings.

To create and manage External mappings for an Account:

1. Select Accounts. The Accounts page opens
2. Select the Name text of the Account you want to review or create External mappings for. The Account page opens with the Overview tab selected.
3. Scroll down the page to Account metadata.
4. Select External mappings:

• The External system and External table mapped to are shown - such as Xero - Contact in the above example. The External entity ID mapped to is also shown.
• If a listed External mapping is linked to an Integration, under Linked integration a hotlink text will be shown which you can use to open the Integration.
• Under Actions, you can edit or delete the External mapping.
• If the Account has multiple External mappings created for it, you can use Search external mappings to search by External table and External entity ID and filter the list.

5. Select Create external mapping.

• Alternatively, on the Account actions menu, select External mappings>Create external mapping:

The Create page opens at Stage 1 - Select mapping type and the Entity type is preselected for Account.

6. Using the External system drop-down list, select the external system referenced for the mapping type.

Tip: Other External systems showing? Note that you can configure mappings for any of the integrations with external systems set up for your m3ter Organization. This includes any custom integrations as well as native integrations.

7. Using the External table drop-down list, select the table in the selected 3rd-party system that you want to use for the mapping type:

• In this example, we’ve chosen to create an Account <> Customer mapping for m3ter <> Chargebee.

8. When you’ve completed the mapping type set up, select Next. You’re taken to Stage 2 - Add mapping IDs:

• The m3ter entity type, External system, and External table you configured for Stage 1 are shown.

9. On External mappings details:

• The m3ter entity drop-down is preselected for the Name of the Account you started the workflow from.
• Linked integration. Note that because you started the create external mapping workflow from the Account metadata panel, the external mapping will not be linked to a specific integration with the selected external system. See Creating Linked External Mappings for more details.

10. In the External entity ID field, enter the ID of the external system entity you want to map to.

Tip: Possible values might show! Note that if the possible values for the External entity ID field can be fetched for the External system, then you can use a drop-down list to select the value for this field from the list of possible values returned.

11. Select Create external mapping. You are returned to the Account details page where the new mapping is listed for Account metadata under External mappings: