Integrations Library: Data Sync & Mapping

After completing the initial integration setup, Rev.io will begin syncing data with the connected system. Once the sync is complete, you’ll be redirected to the Data Sync & Mapping screen, where you can review and map key records, like customers and products, between Rev.io and the integration. This step ensures that data flows correctly between systems and aligns records accurately before ongoing synchronization begins.

1. After you click the Finish button on the configuration for the integration, the system will begin to sync your customers and products. Do not leave this page while the sync is running. If you need to work on something in the system while the integration syncs, open Rev.io in another tab.
   
    
2. Once the sync finishes processing, review the automatic mappings made by the system on both the Customers and Products tabs. Be sure to review each item carefully to avoid any incorrect mappings. To remove a mapping, simply click the Reject Mapping button on the card with the incorrect match. When you are finished reviewing the auto mappings, click the Confirm All & Continue button.
   
    
3. Click the Yes, Continue button to confirm that you've reviewed all the auto mappings. If you still need to review some of the mappings, click the Cancel button.
   
    
4. For the remaining customers that did not map automatically, you will need to manually create mappings. To do so, choose a customer and click the Create Mapping button.
   
    
5. Locate the correct customer in Pax8 using the search bar and click the Map button.
   
    
6. Click the Confirm button to confirm the mapping.
   
    
7. If you have any existing Pax8 products in your product catalog, click the Products tab to manually map any matching items following the same process as mapping customers.
   
    
8. Once you've successfully mapped all records that need to be mapped, click the Complete Manual Mapping button.
   
    
9. The system displays a list of all remaining customers and products that have not yet been mapped. 
   • For each remaining customer on the Customers tab, click the Create Customer button to create a new record in Rev.io to map with the Pax8 customer. See the Add/Edit Customers article for more information on creating customers.
   • Similarly, for each remaining product on the Products tab, click the Create Product button to create a new record in Rev.io to map with the Pax8 product. See the Add/Edit Products article for more information on creating products.
      
10. Click the Complete Pax8 Mapping button to finalize your customer and product mappings. Then, click the Yes, Continue button to confirm that you want to import only the records that you've mapped. If you still need to create additional mappings, click the Cancel button.
    
     
11. Review all of the mappings you've entered for both customer and product records. If you need to return to a previous step, simply click the step on the progress tracker above the mappings. When you've finalized all of the mappings, click the Confirm All & Finalize button.
    
     
12. The system displays a summary of the products and customers that have been successfully mapped between Pax8 and Rev.io. To return to the Integrations Library home screen, click the Back to Home button. To see your mappings, click the View Mappings button.
    
    NOTE: You can update your mappings at any time by clicking the View Mappings button at the top of the Integrations Library screen.