Editing a custom mapping
As data in your ERP or CRM system changes, you may need to edit a custom mapping.
To edit a custom mapping, follow these steps:
- Go to Settings > Custom Mappings, and click the mapping you want to edit.
- Make your changes then click Save.
Steps 1 and 2 of the custom mapping process can't be edited, only the field mappings created in step 3 are editable.
Deleting a custom mapping
- Go to Settings > Custom Mappings, hover over the mapping you want to delete, then click the delete icon.
- On the pop-up, click Remove.