Conversion maps

Conversion maps define how fields from one object are inserted into another object. When using a workflow action or trigger that creates a related record, you can use conversion maps to define how the fields align. Conversion maps can be saved and reused in workflow events or manually when users invoke the convert action on one or more records.

For example, assume you've created a Product Development application with a Product object and a Proposed Cost object that have a one-to-many relationship. You have certain fields on a Product record that you want Intacct to add automatically to the related Proposed Cost record. Rather than retyping information, you would create a conversion map between the objects showing where field values from Product should be inserted in Proposed Cost.

Add a conversion map

Conversion maps can be added whenever you have a record conversion event that you want to automate. For example, you might find in a Sales Tracking application that you convert "Cold Leads" to "Prospects" regularly. You can create a conversion map to speed up the process.

To add a conversion map:

1. Go to Platform Services > All > Objects.

2. Find and select the object to which you want to add the conversion map.

   Use the Filter by application dropdown list at the top of the page to filter your list of objects.

3. On the Object Definition page, select the Data maps link to go to the Data maps section.
4. Select New conversion map.
5. On the Conversion Map page, select the target object for the records being converted from the Object type dropdown, then select Next.
6. In Map name, enter a name for your conversion map. Create a name that easily identifies the purpose of your map. This name will be used in selection menus for object definitions, triggers, and workflow actions that require a conversion map. Also, Intacct displays the name for the end user when the mapping is used to convert records between the objects.
7. Map fields to the source object from fields in the target object. You can also map fields to a constant value or a formula expression based on the source object:
   1. Map directly to the source object: Select the field picklist next to the appropriate target field, then choose the desired source field. You can leave an optional field blank by selecting Not mapped.
   2. Set a constant value for the conversion: Type text for the appropriate target field in the text field beside the picklist. For instance, you might be converting a Product Concept to an Inventory Item. Under Product Type, you might want to enter the static text "New."
   3. Map a formula expression: Enter a formula expression in the text field beside the picklist. For instance, if you have an item weight value of pounds in the source and you want to display kilograms in the target object, you would type:
8. Copy

   "{!item.weight!}"/2.2

Required fields displayed in red must receive either a value from a  selected field, a static value entry, or a formula expression.
9. To delete the source record after the conversion, select Delete source object after conversion. Typically, a good practice is to keep the source record and mark it as converted after the target record has been created.
10. Select Save.

Edit a conversion map

You might find that the data in one of your object changes or that you can automate record conversion processes more. If so, you can change a conversion map to meet the needs of your application.

1. Go to Platform Services > All > Objects.

2. Find and select the object to which you want to add the conversion map.

   Use the Filter by application dropdown list at the top of the page to filter your list of objects.

3. On the Object Definition page, select the Data maps link to go to the Data maps section.
4. Select Edit next to the conversion map that you want to change.
5. Make any necessary changes to your mapping. See Add a conversion map for more details.
6. Select Save.

View a list of conversion maps

To see and manage conversion maps, access the list of conversion maps found in the Data Maps section of the object definition.

1. Go to Platform Services > All > Objects.

2. Find and select the object to which you want to add the conversion map.

   Use the Filter by application dropdown list at the top of the page to filter your list of objects.

3. On the Object Definition page, select the Data maps link to view the list of conversion maps in the Data Maps section.

Delete a conversion map

When a conversion maps no longer meets the needs of your application, you can simply delete it. As a best practice, make sure the conversion map is not part of any workflow actions or triggers before you delete it.

1. Go to Platform Services > All > Objects.

2. Find and select the object to which you want to add the conversion map.

   Use the Filter by application dropdown list at the top of the page to filter your list of objects.

3. On the Object Definition page, select Data maps to go to the Data maps section.
4. Select Del beside the conversion map that you want to delete.
5. Select the Yes checkbox, then select Delete.