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Selecting a Template
The first step of the Wizard is to select which Template to configure field mappings. Default
templates are shown, but any template may have a different field map.
Defining the Field Mapping
We will use the Customer Template as an example for field mapping. Contact, Address,
Sales Order, and Invoice templates are mapped in the same fashion.
Note: Invoice mappings have restrictions. The A/R Invoice has header and line items, but
only header items can be mapped. Line entries are strictly controlled to prevent incorrect or
invalid data.
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