The Map Transactions page is shown in the image below.
The top part of the screen (1) shows the fields from the file, and the bottom part of the screen (2) shows the fields to map to. The mapping is done using formulas and functions (just like the ones used in Excel).
Formulas and Functions
Agency Sync lists some of the top ones in the table below.
Name | Description | Signature | Type |
SUM | Sums all values in the column |
| function |
AVERAGE | Averages all values in the column |
| function |
BLOOKUP | Looks up a value in a buffer on a matching search field and returns the value |
| function |
IF | Performs a logical test and returns one value for TRUE and another for FALSE |
| function |
COUNT | Counts the number of cells |
| function |
MAX | Returns the maximum value in a range |
| function |
MIN | Returns the minimum value in a range |
| function |
INDEX | Returns the value of a cell in a specified row and column |
| function |
MATCH | Searches for a value in a range and returns its relative position |
| function |
CONCATENATE | Joins several text strings into one string |
| function |
LEFT | Returns the leftmost characters from a text string |
| function |
RIGHT | Returns the rightmost characters from a text string |
| function |
MID | Returns a specific number of characters from a text string, starting at the position you specify |
| function |
LEN | Returns the number of characters in a text string |
| function |
TRIM | Removes extra spaces from text, except for single spaces between words |
| function |
ROUND | Rounds a number to a specified number of digits |
| function |
MAP | Takes an array and a mapping function (lambda), and applies the mapper to each element of the array, returning an array of mapped values |
| function |
FILTER | Takes an array and a filter function (lambda), and applies the filter to each element of the array, returning an array of filtered values |
| function |
REDUCE | Takes an array and a reducer function (lambda), and applies the reducer to each element of the array, returning a single result value |
| function |
FINDVAL | Takes an array and a finder function (lambda), and applies the finder to each element of the array, returning the found value or null otherwise |
| function |
LAMBDA | A function that is called by the consuming function, e.g. reduce, passing in the related arguments and returning the evaluated expression |
| function |
However, a lot more can be used. For more information on these, click on the link below:
How to Map Transactions
The Mapping section is shown in the image below. Each of the numbered areas is discussed below.
i. Transaction Fields
Type on a field to map transactions. Type the = sign to start typing the required formula, or to select from the list, as shown in the image below.
ii. Filter Field
The Filter field is used to filter the fields and only show the required ones. Type the filter formula in the field to set the filter. Type the = sign to start typing the required function, or to select from the list, as shown in the image below.
iii. Test Mappings Button
The Test Mappings button is used to test the mappings. Once the mappings are tested, the results will be displayed as shown in the image below.
iv. Save Mappings for Carrier
The mappings used can be saved for the carrier using the Save Mappings for Carrier button. This will prevent having to type the formulas when using the carrier again.
v. Confirm Mappings Button
Once mappings are correctly checked, click on the Confirm Mappings button to confirm the mappings. This will open the Confirm Transactions page.