Mapping to Integration Provider

This guide explains how to configure field mappings between Mortimer records and an integration provider.

What Field Mappings Do

Field mappings define how values move between Mortimer and a provider for a given model.

Each mapping includes:

  • mapable type: the model being mapped (for example Product)
  • optional mapable id: target one specific record, or leave empty for all records
  • external field name: provider field name (for example ProductNumber, Name, Unit)
  • direction:
    • from Mortimer
    • to Mortimer
  • rule: transformation expression used to convert the value

Listing and Searching Mappings

Open Integration Installations and navigate to Field Mappings for the installation.

Use the search and direction filters to quickly find existing mappings.

The list supports paged loading with a Load More action.

Creating a Mapping

Create a new mapping and provide:

  • mapable type (for example Product)
  • external field name
  • direction
  • rule

Example rule for unit fallback:

({ "hours": "hours", "parts": "parts" }[self.unit.to_sym] rescue "parts")

Editing and Deleting

Use Edit to update any mapping fields and Delete to remove a mapping.

Validation enforces unique combinations per tenant/installation/model/record/field to prevent duplicate mappings.