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- BigCommerce
- FreshBooks
- Magento
- QuickBooks
- Salesforce
- Service Now
- Xero
- Zendesk
To use Reference or Lookup function:
- On the Mapping page of your Transaction, clickcorresponding to the reference field for which you want to use Reference or Lookup function and then click Expression and Variables, for example, parent_id.
On the Reference Selection window, select the way you want to choose your reference field. The available options are Select from list and Lookup.
- If you choose Select from list, select the value from the Select Reference category, and click Save.
- If you select Lookup, select the criteria based on which the reference field value will be fetched and click Save.
- Select the destination field for which you want to match value at source from the Target Field.
Select Equals
operator from the Condition.
Info You will find other operators in case of Service Now application only. Depending on the selected Target Field type (integer, boolean, string, date/time, reference, and GUID) the operators will differ. Select the source field that should match the value of the selected destination field from the Source Field.
Info You can select multiple fields if you have selected is one of or is not one of operator in the Condition drop-down list. You can select two fields only if you have selected between operator in the Condition drop-down list. Click Save.
- If you choose Select from list, select the value from the Select Reference category, and click Save.