After you opened a package editor either for existing package or for a new one, click the + Add task button to open the Task Editor. Note that the package should have valid source and target connection before creating or editing tasks. After the task editor is opened, perform the following actions:
|1.||If you want to synchronize several source CRM objects (or database tables) with one target object (or table) or vice versa, click the corresponding many-to-one or one-to-many buttons. If you synchronize one object or table from both sides, omit this step.|
|2.||On a side with single object select the synchronized object from the list. If you perform one-to-one synchronization, do this for both sides. If you perform one-to-many or many-to-one synchronization, on the multiple side perform the following:|
|a.||Select the main object or table to synchronize data from the drop-down list box.|
|b.||Click the Add Related button and select an object, related to the main one in the new drop-down list box.|
|c.||Repeat the previous step until you add all the necessary related objects. Note that you can add not only objects, related to the first one, but objects, related to any of already added objects by clicking the Add Related button near this object.|
|4.||Map target columns to the source data columns or expressions or lookup fields. The simplest way to import data is to map necessary target properties/columns to the source columns directly. For this, click a target property and then select the corresponding source file column in the drop-down list in the Source column. For more complex cases, when synchronized data has different structure, see Mapping. Note that you should map at least the fields marked as Required. This mapping is applied when synchronizing target data with source.|
|5.||If the synchronized data has similar structure on both sides, and you are using simple one-to-one column to column mapping, you may omit this step. If the data structure is different, you use one-to-many mapping or expressions or relations, click Target to Source and configure mapping in the opposite direction. This mapping is applied when synchronizing source data with target. |
Column-to-column mapping is synchronized automatically for both directions. However, more complex mapping can be different for different directions. For example, when source contains one column 'FullName', and target has two columns - 'FirstName' and 'LastName', you need to use different expressions for synchronizing source to target and target to source. When synchronizing target to source, you need to split the 'FullName' column values using the SUBSTRING function, and when synchronizing source to target, you need to concatenate values of two columns and add a space character between them.
|6.||After you mapped all the properties/columns you need, click Finish to add the created task to the package.|
For more information you can see the Synchronizing Product Data and Synchronizing Zoho CRM Contacts with MailChimp Subscribers tutorials.
When creating a one-to-many or many-to-one synchronization task, it is possible to map a field on the One side first using the main table fields from the Many side, and after this select a related table from the many side, and map the same field on the One side using the related table fields from the Many side. This will result in the following behavior: when a record is created on the One side, first, the value based on the main table fields from the Many side is assigned to the field, and after this the record is updated, and this value is overwritten with the value, based on the related table fields.