Map the fields

Both products

What you'll achieve

Each piece of data reaches the right field.

Before you start

The module's sync enabled, with Connection and Resource selected.

Step by step

1. In Settings → Sync, on the module's card, scroll down to Field mapping.
2. For each row, choose the Local field and the Remote field. Add field adds rows; Remove mapping removes them.
3. In Value source, leave Provider field or choose Fixed value to write the same value in every record.
4. In Field direction, choose ↔ Both, ← Pull only (it is read but not written: useful when that column does not accept what would be written) or → Push only.
5. Click Save.

Required fields: for products, the SKU, the name and the description; for services, projects and distributors, the name. If any is missing you will see Missing required fields.

Extra options depending on the module:

• Products: Categories to ignore (names that are not created as a category) and Max photos per product.
• Contacts: Attach the lead brief as a note, Attach the ticket information as a note and Unmapped columns as a note.
• All: Statuses to exclude (provider records that are not brought in, such as archived ones or drafts).

How to verify

Run Sync now and check one record on each side.