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Import account mappings

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

How do I add and edit account mappings?

Answer

Adding a new Account Mapping

If you are only adding 1 or 2 new mappings, you may manually create them.

  1. Navigate to Integration > Import Account Mappings.
  2. Click ‘Add Mapping’.
  3. In the Mapping Details pane, enter the Import account name.  The Import account name is the name of the account coming from your source system.
  4. Then search for the account you would like to map to in the box below.  The account you choose will be the Mapped Account (i.e. the name of your accounts in Adaptive).
  5. Click ‘Accept’ and ‘Save’.

If you are adding many new account mappings, the import option will be quickest.

  1. Navigate to Integration > Import Account Mappings.
  2. Click on the Import Account Mapping link in the top right.
  3. Click on the ‘Account Mappings’ link next to Download Template.
  4. Open the Excel file.
  5. Fill out the second tab.

   i.   Import Account = account name from your source system

       ii.  Mapped Account = account name found in Adaptive

 6. Save the file and go back to the Adaptive screen.

 7. Next to Import File, click Browse.

    i.  Choose your previously saved file and upload the template.

        ii.     If you receive any errors while uploading, click on the ‘View now’ link.  This will generate an Excel file with an error tab that may be reviewed for corrections.

8. Be sure to ‘Save’.

Editing an existing Account Mapping

  1. Navigate to Integration > Import Account Mappings.
  2. Click on the account you would like to change.
  3. In the box to the right, scroll or use the search feature to find the account you want to map to.
  4. Once the new account has been selected, click ‘Accept’ and ‘Save’.

When updating an account mapping, this will not affect your historical data.  Rather, all imports moving forward will route data into the newly selected account.

Deleting an Account Mapping

  1. Navigate to Integration > Import Account Mappings.
  2. Locate the mapping(s) you wish to delete.
  3. In the box to the left, check the mapping.  The account mapping line will turn orange.
  4. Select all of the mappings that you would like to delete, and then click ‘Save’.

Be very mindful when clicking on the delete boxes, for you cannot uncheck a box.  Rather you will have to navigate away from the page and come back to start over. This is particularly important if you are deleting many many mappings.  If you have a lot of mappings to delete, you might consider deleting them in batches.

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