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Editing a Mapping

Custom mapping changes are available for Contacts and Organizations.

Before you begin
Save a screenshot of the current mapping and review What Happens When a Mapping Is Changed.

Procedure

  1. Open Settings > Exchange Field Mapping.
  2. Select Contacts or Organizations.
  3. Click Edit.
  4. For each row, select the corresponding Exchange and vtenext fields.
  5. Use Add mapping when another association is needed.
  6. Review all rows.
  7. Click Save and confirm the warning.

Editing Exchange Field Mapping

Mapping rules

Compatible field types

An Exchange field can only be associated with a compatible vtenext field type.

A field cannot be used twice

The same Exchange or vtenext field cannot be reused in two different mappings.

Main e-mail is mandatory

Contacts and Organizations must include a mapping for the Exchange Primary E-mail field (EMAIL_ADDRESS_1). Saving is blocked if this mapping is missing.

Locked fields

Rows shown as locked cannot be edited.

Using --None--

When a field pair should not be synchronized, it can be left on --None--.

Before clicking Save

Operation with impact on synchronized data
Save does more than change the configuration: for Contacts and Organizations it can trigger a rebuild of Exchange synchronization. Read the next page before changing a production system.
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