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3. Map Transactions

Mapping transactions explained.

Praise Magidi avatar
Written by Praise Magidi
Updated this week

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

SUM(value1, value2, ...)

function

AVERAGE

Averages all values in the column

AVERAGE(value1, value2, ...)

function

BLOOKUP

Looks up a value in a buffer on a matching search field and returns the value

BLOOKUP(bufferId, searchField, value, returnField)

function

IF

Performs a logical test and returns one value for TRUE and another for FALSE

IF(condition, value_if_true, value_if_false)

function

COUNT

Counts the number of cells

COUNT(value1, [value2], ...)

function

MAX

Returns the maximum value in a range

MAX(number1, [number2], ...)

function

MIN

Returns the minimum value in a range

MIN(number1, [number2], ...)

function

INDEX

Returns the value of a cell in a specified row and column

INDEX(array, row_num, [column_num])

function

MATCH

Searches for a value in a range and returns its relative position

MATCH(lookup_value, lookup_array, [match_type])

function

CONCATENATE

Joins several text strings into one string

CONCATENATE(text1, [text2], ...)

function

LEFT

Returns the leftmost characters from a text string

LEFT(text, [num_chars])

function

RIGHT

Returns the rightmost characters from a text string

RIGHT(text, [num_chars])

function

MID

Returns a specific number of characters from a text string, starting at the position you specify

MID(text, start_num, num_chars)

function

LEN

Returns the number of characters in a text string

LEN(text)

function

TRIM

Removes extra spaces from text, except for single spaces between words

TRIM(text)

function

ROUND

Rounds a number to a specified number of digits

ROUND(number, num_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

MAP(array, lambda_function)

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

FILTER(array, lambda_function)

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

REDUCE(initial_value, array, lambda_function)

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

FINDVAL(array, lambda_function)

function

LAMBDA

A function that is called by the consuming function, e.g. reduce, passing in the related arguments and returning the evaluated expression

LAMBDA(value1, [value2], ..., 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.

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