Overview

Creating a Field Mapping involves two majors actions: Defining a custom field on Panora’s side, and then mapping it to a field from your customer’s software.

1

Login to your Dashboard

Login to your account dashboard and click Configuration and go to section Field Mapping.

2

Define your custom field

Click Add Field Mapping. Select a unified object you want to extend, and give your custom field a slug and a friendly name. You also need to select a data type.

3

Map your custom field to a remote field

Now, move to the Map Fields section. To finish the mapping, select the custom field you just created, and fill the fields Provider and Linked User ID.

4

You will now find all the fields your user has in its software. Pick the one that you want to map to.

5

Congrats 🥳

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Need help? Come chat on Discord!