Mapping Fields

After you have mapped at least one object, you can map fields between the corresponding mapped Dynamics 365 and Conga objects.

• A maximum of 150 fields can be synced per object.
• You cannot use any of the following tasks to sync picklist fields between Dynamics 365 and Conga. Refer to the topic Mapping Picklist Field Values for complete steps.
  
• Before initiating an object sync, you must map an External Id field and map a ModifiedOn field.

To map object fields

1. From the left panel under Groups, select Map Fields. The Map Fields page is displayed.
2. From the ribbon at the top of the page, click New. The New Map Field page is displayed.
3. Enter the Name of the custom entity that holds the mapped field data (for example, "Account").
4. Enter the Display Name that is shown to the user in the UI.
5. Enter the Type, that is, for the fields being mapped (for example, "Lookup"). The name of the field type must be the same between Dynamics 365 and Conga.

6. Enter the Dynamics Field Name (API name). For example, "apttus_accountid."

   

   To avoid errors, copy-and-paste the field name from Dynamics 365.

7. Enter the Conga Field Name (API name). For example, "Apttus__Account__c".

   

   To avoid errors, copy-and-paste the field name from Conga.

8. Search and select the Object Mapping Name. This is the mapping name of the field's object (for example "clm_agreement Mapping").
   
9. Lookup field only: Skip this step if the field is not Lookup. Search and select Reference Object Mapping Name. This is the mapping name of the parent object (for example "clm_account Mapping").

10. SelectOption field only: Skip this step If the field is not SelectOption (picklist). Search and select the Select Option Set Id. This is the name of the Select Option Set mapping that holds the picklist values (refer to Mapping Picklist Field Values for steps to create a Select Option Set).

11. Repeat steps 2 – 10 for each field you want to map for the specified object.

12. Click Save or Save & Close.

To map object fields from the object page

1. Click the object link under the Name column in the Map Objects table. The Map Object page is displayed.
2. Scroll to the list of object fields. Click New Map Field.

3. Enter information into the required fields to map the field between objects. Refer to the previous task for steps. 

   

   Note

   When you map fields from the object page, the ObjectId is automatically populated.

4. Click Save or Save & Close.

Importing and Exporting Field Mapping

You can import or export the list of mapped fields for an object or all objects using the Import from Excel and Export to Excel features in Dynamics 365.

• To import field metadata from an Excel file outside of Dynamics 365, click Import from Excel. The Excel file must exactly match the format when exported from Dynamics 365. You can also import a CSV file in the same way.
• To import or export field metadata for ALL mapped fields, go to the Map Fields page and click Import from Excel/Export to Excel > Static Worksheet from the page header.
• To export fields for a single object, go to the Map Objects page and open the specified object. At the top of the field metadata list, click the More menu to the right of Refresh and select Import from Excel/Export to Excel > Static Worksheet.