Making OpenAir Custom Fields Available for Mapping

By default, only supported OpenAir standard fields are available for mapping. You can add custom fields for a specific record type in OpenAir and make these custom fields available for mapping in Integration Manager. You can then export and import information to and from OpenAir custom fields in the same way as you import and export information to and from OpenAir standard fields. You can rename, reorder, map, combine, or split into OpenAir custom fields in the same way as you work with standard fields.

Note:

Each custom field in OpenAir is associated with a specific record type. When you make a custom field available for mapping in Integration Manager, ensure that:

• For export field mappings, the custom field is associated with either the record type selected for import, or a record type directly related with the record type selected for import.

• For import field mappings, the custom field is associated with the record type selected for import.

For export field mappings, you can also look up OpenAir custom field values for record types directly or indirectly related to the record type you selected for export. See OpenAir Field Value Lookup (Export) and Record Lookup (Import).

After you make a custom field available for mapping, you can edit its properties or remove it at any time. See Editing the Properties of a Custom Field Available for Mapping and Removing a Custom Field Available for Mapping.

To make an OpenAir custom field available for mapping:

1. On the Field Mapping window, click Custom Field.

   Note:

   For steps to go to the Field Mapping window, see Mapping OpenAir Fields to CSV Columns.

   The Add a custom field window appears.

   

2. Enter the custom field name and select the custom field type exactly as defined in OpenAir.

   Note:

   To verify the name and type of custom fields in OpenAir, go to Administration > Global Settings > Custom Fields.

   Custom fields may have an optional display name that is used on forms and list views in the OpenAir UI in addition to the unique field name that is used to reference the custom field. This field name may contain only alphanumeric and underscore characters. For more information about custom fields, see Custom Fields.

   Not all custom field types are available for selection. For example, to import a URL custom field, select Text instead of URL and ensure that the field values follow the expected format for import into OpenAir. The expected format for URL custom field values is [Example of visible link text](https://www.example.com/example).

3. (Export only) Select the record type for which this custom field is defined under Select Association. Dropdown list options include the record type selected for export and other supported record types directly related to the record type selected for export.

4. (Import only) To use a custom field as an import key, check the Its value is unique and the field is used as a key mapping field box. Integration Manager can use a custom import key to find and update the matching OpenAir record, if it exists, or to create a new record in OpenAir if there are no records with a matching record type and custom import key, if certain conditions are met. For more information about using custom import keys, see Record Creation or Update Rules on Import.

   

5. Click OK to return to the Field Mapping window.

6. Click OK to save the field mapping settings and return to the main Integration Manager window.

Editing the Properties of a Custom Field Available for Mapping

After you make a custom field available for mapping, you can edit its properties at any time.

To edit the properties of a custom field available for mapping:

1. On the Field Mapping window, locate and right-click the custom field you want to edit.

   A context menu appears.

2. Click Edit.

   The Edit a custom field window appears.

3. Modify the properties as required. For more information, see Making OpenAir Custom Fields Available for Mapping.

4. Click OK to return to the Field Mapping window.

5. Click OK to save the field mapping settings and return to the main Integration Manager window.

Removing a Custom Field Available for Mapping

After you make a custom field available for mapping, you can remove it at any time.

To remove a custom field available for mapping:

1. On the Field Mapping window, locate and click the custom field you want to edit.

2. Click Delete.

   A confirmation window appears.

3. Click Yes.

4. Click OK to save the field mapping settings and return to the main Integration Manager window.