Syncing the Data Source

When you click the Sync Metadata button to synchronize the customer/product master to the customer/product Data Source, the following applies:

• The entire structure of the Master table (i.e., data types and names) is copied from the Master table to the Data Source.

• All fields that have had their name changed in the Master table (i.e., are not called “attributeX”) are copied to the Data Source along with their data types.

• Any labels that are changed in the customer/product Data Source will be replaced by the field name in the Master table in order to maintain consistency between the two tables.

  • The labels that you want to have in the Data Source should be defined in the customer/product Master as the names of the fields. For example, if you name a field in the Customer Master table “Customer Number” and sync the Customer Data Source, the label of that field in the Customer Data Source will be “Customer Number,” and the name will be an “identifier compatible” version of the field name, in this case “CustomerNumber,” with the space removed.

Every time you make a structural change to the Master table, you must sync the corresponding Data Source to keep the tables consistent. Therefore, it is important to make label and data type changes in the Master table rather than the Data Source because if you change something in the Data Source and sync it to the Master, those changes will be overwritten.

You can see which Master table attribute a Data Source field is connected to in the Source Field column:

Open

Running the Data Load

When you do a Customers/Products Data Load, only the data gets copied from the Master table to the Data Source, while the structure of the Data Source remains unchanged.

It can happen that there is a mismatch between the Master and Data Source where a field in the Data Source is defined with a data type that is not compatible with the data type of the attribute it is linked to in the Master table. In such case, the entire field will not be populated in the Data Source when you run the Customers/Products Data Load. This can be fixed either by syncing the Data Source, or manually fixing that field’s data type in the Data Source.

Syncing Price and Rebate Record Tables to Data Source

The same way you can synchronize data from Price Record (in Quoting and Agreements & Promotions) and Rebate Record tables to the Data Source.