Specify sync mapping
Create your field mappings
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Specify your identity mapping. All this entails is picking a Polytomic model field and destination field such that if they match, Polytomic knows that it's the same entity on both sides.
- For example, for CRM Contacts this is commonly the Email field or a user ID.
- Case sensitivity of fields like email will depend on how the destination system treats the field.
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Set your field mappings from Polytomic models to destination fields.
Note that you can click Show field details in the top-right of the sync mapping to see details behind each field like API name, field type, and Polytomic model name:
Override per-field write mode
You can override write behaviour per field by clicking the Always sync link that is surfaced as part of field details.
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Setting the field sync mode to Do not overwrite existing means that the model field's value will only sync over if either of these conditions is met:
- A new record is being created.
- The destination field is empty.
Otherwise, if the destination record exists and this field is non-empty, its value in the destination will remain unmodified.
Updated about 1 year ago