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Some notes about this setup. First, the Direction indicates how the data flows:
• <– Indicates the data flow from Sage MAS ERP into Sage SalesLogix CRM
• -> Indicates the data flows from Sage SalesLogix CRM into Sage MAS ERP
• <-> indicates the record ownership will determine the direction of data flow
Additionally, each field link can have functions applied and/or conditions enforced before the
data is moved.
Field Mapping Functions
Using the Customer Name ERP field as an example, before we move the data from ERP
to CRM, we want to trim it of extra spaces (due to way data is stored) and convert to
Proper case. You can see from previous screen shot that there are two fuinctions
assigned.
These two functions can be accessed by right-clicking on the field, choosing Functions,
then choosing from available functions. The execution of functions occur in the
numerical order shown below (Trim occurs first followed by Proper).
Several functions can be combined for complex data transformation.
Available Functions include:
• Trim – Trims leading and trailing blanks spaces
• LTrim – Trims leading blanks spaces
• RTrim – Trims trailing blank spaces
• Upper – Convert string to upper case
• Lower – Convert string to lower case
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