Integration Mapping lets you define rules that automatically assign GL accounts, line-level segmentation, custom fields, field transformations, and more to incoming bills - driven entirely by the contents of each bill. Rules can be built manually or through WiseVision, MakersHub's AI, which analyzes your bills and generates mapping rules on your behalf. Every rule created, whether by you or WiseVision, trains MakersHub, building a coding memory that grows more precise with every transaction.
How It Works
Rules are evaluated top to bottom using an If/Unless logic. Additionally, mappings are evaluated left to right. This means a value assigned by an earlier rule or mapping can be referenced by a later one.
Each rule is made up of two parts:
Criteria and Conditions - the requirements that determine whether a rule should apply.
Mappings - the assignments to make when all criteria are satisfied.
How To Create and Manage Rules
Add and remove mapping conventions based on what your business needs tracked.
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The Manage Rules button lets you add rules to your Integration Mapping. Hold Cmd+Ctrl to enter Quick Edit mode.
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The Manage Criteria button lets you build upon the criteria within your rules.
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Reorder rules and mappings via drag and drop. Because evaluation order determines output, rule order should reflect your intended logic - more specific rules generally belong above more general ones.
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