Mapping for a Linked Account
Create Field Mappings specific to each Linked Account.
There are two ways to create Linked Account-specific Field Mappings:
- In the Linked Account's page of your Merge Dashboard
- With your end users in Merge Link
This method does not involve your end users and is done completely within the Merge Dashboard UI.
We recommend disabling end-user created target fields and making your organization’s target fields not mappable in Link to prevent your users from seeing Field Mapping in the linking flow. See our Target Fields doc to learn how to configure your target fields in Link.
In the Field Mapping section of your user’s Linked Account page, you will see all of your organization’s target fields for each Common Model.
Click +[Integration] Origin Field (such as +Greenhouse Origin Field) across a target field to add a mapping, then select an origin field from a dropdown of your user’s integration’s fields to create a mapping.
If you want your end users to create a Field Mapping themselves, you can define a target field in your Merge dashboard and configure it to appear as mappable in Merge Link. See our Target Fields doc to learn how to configure your target fields in Link.
After your user authenticates their integration in your Merge Link component, they will be prompted to map fields.
- If they select Skip for now they will be able to map fields later by re-authenticating their integration.
- If they select Map fields, your user will begin the process of mapping their integration's fields to your targets.
After selecting Map fields, your user will select an origin field for each target field from the dropdown of their integration's fields.
Your users can edit their Field Mappings by returning to and reauthenticating into Link.