Country and State Mapping
Maconomy does not have a dedicated field for States.
In a non-U.S. setup, the Country field is used for the list of Countries, and typically, the Name5 field on the customer (Name 5 is the internal field name used on customer, vendor, and employee) is used for the State. In a U.S. setup, the Country field is used for states, and the Name5 field is used for countries.
You can configure the integration to map the Country/State field in Deltek CRM with either Country/Name5 or Name5/Country on Maconomy customers. You configure this in the Deltek CRM Setup workspace.
By default, the integration supports a non-US setup. So, if you want to map the Country/State field in Deltek CRM with Country/Name5 in Maconomy, you do not need to set up any mapping.
If you want to map the Country/State field in Deltek CRM with Name5/Country in Maconomy, you need to populate the Country mappings table.
- Related Topics:
- Map Countries between Deltek CRM and Maconomy
Use these steps to map countries between Deltek CRM and Maconomy.