How to understand and customize field mapping in Mews for Salesforce

Mews for Salesforce field mapping allows Salesforce administrators to align and synchronize data between Mews and Salesforce. Field mapping is essential to ensure that the data from Mews correctly integrates into your Salesforce system, enabling accurate data tracking and reporting. Before activating data synchronization, Salesforce administrators must verify and adjust these mappings to match their specific organizational needs.

 

Salesforce administrators view and change the mappings in the Field Mapping tab of the Mews for Salesforce app in Salesforce. Review the mappings before you activate data synchronization. Salesforce standard fields commonly allow 40 to 80 characters, while Mews fields allow more characters, so some values can cause syncing errors. When the mappings match your needs, data from Mews reaches the correct Salesforce fields and your tracking and reporting stay accurate.

 

In this article, you can learn about:

 

How to understand and customize field mapping in Mews for Salesforce

Field mappings

The Mews for Salesforce app has a set of default field mappings to help you set up the integration quickly. Before activating the data synchronization, the Salesforce admin in charge of setting up the Mews for Salesforce app should check whether the field mapping is correct and appropriate for their use case and modify it if necessary.

 

The system stores all mappings in the Field Mapping object, accessible through the Field Mapping tab.

 

Default mapping of fields

To help you review the mappings, Mews has created a list view for each supported object. You should not skip this review, as these mappings dictate the location of the data the system saves in your Salesforce Org. This section covers the default field mappings for each supported object.

 

Mews Enterprises to Salesforce Enterprises

The default mapping from Mews Enterprises to Salesforce Enterprises appears in the list view for Enterprises in the Field Mapping tab of the Mews for Salesforce app.

 

Enterprise list

 

Mews payload documentation for Enterprises:

  • Mews On Read: configuration/get

  • Mews On Create: Not applicable.

  • Mews On Update: Not applicable.

 

Mews Companies to Salesforce Accounts

The default mapping from Mews Companies to Salesforce Accounts appears in the list view for Companies in the Field Mapping tab of the Mews for Salesforce app.

 

Accounts list

 

Mews payload documentation for Companies:

 

Mews Customers to Salesforce Contacts

The default mapping from Mews Customers to Salesforce Contacts appears in the list view for Customers in the Field Mapping tab of the Mews for Salesforce app.

 

Contact list

 

Mews payload documentation for Customers:

 

Mews Addresses to Salesforce Mews Addresses

The default mapping from Mews Addresses to Salesforce Mews Addresses appears in the list view for Addresses in the Field Mapping tab of the Mews for Salesforce app.

 

Mews Address list

 

Mews payload documentation for Addresses:

 

Mews Reservations to Salesforce Opportunities

The default mapping from Mews Reservations to Salesforce Opportunities appears in the list view for Reservations in the Field Mapping tab of the Mews for Salesforce app.

 

Opportunity list

 

Mews payload documentation for Reservations:

  • Mews On Read: reservations/getAll

  • Mews On Create: Contact your Mews customer success representative if creating Reservations in Mews from Salesforce would be beneficial to you.

  • Mews On Update: Contact your Mews customer success representative if updating Reservations in Mews from Salesforce would be beneficial to you.

 

Mews Companionships to Salesforce Reservation Contacts

The default mapping from Mews Companionships to Salesforce Reservation Contacts appears in the list view for Companionships in the Field Mapping tab of the Mews for Salesforce app.

 

Reservation Contact list

 

Mews payload documentation for Companionships:

  • Mews On Read: companionships/getAll

  • Mews On Create: Contact your Mews customer success representative if creating Companionships in Mews from Salesforce would be beneficial to you.

  • Mews On Update: Contact your Mews customer success representative if updating Companionships in Mews from Salesforce would be beneficial to you.

 

Mews Order Items to Salesforce Accounting Items

The default mapping from Mews Order Items to Salesforce Accounting Items appears in the list view for Order Items in the Field Mapping tab of the Mews for Salesforce app.

 

Mews payload documentation for Order Items:

  • Mews On Read: orderitems/getAll

  • Mews On Create: Contact your Mews customer success representative if creating Order Items in Mews from Salesforce would be beneficial to you.

  • Mews On Update: Contact your Mews customer success representative if updating Order Items in Mews from Salesforce would be beneficial to you.

 

Mews Accounting Categories to Salesforce Accounting Categories

The default mapping from Mews Accounting Categories to Salesforce Accounting Categories appears in the list view for Accounting Categories in the Field Mapping tab of the Mews for Salesforce app.

 

Accounting item list

 

Mews payload documentation for Accounting Categories:

  • Mews On Read: accountingCategories/getAll

  • Mews On Create: Contact your Mews customer success representative if creating Accounting Categories in Mews from Salesforce would be beneficial to you.

  • Mews On Update: Contact your Mews customer success representative if updating Accounting Categories in Mews from Salesforce would be beneficial to you.

 

How to customize mapping for specific fields

You can change the mapping from one field to another, or you can create a new field and map the new field to a Mews Application Programming Interface, or API, value. You can achieve this by opening and editing the relevant record in the Field Mapping tab of the Mews for Salesforce app. The following list outlines the different fields you can work with:

  • Object Type: This picklist value indicates the Salesforce object you work with. The following table outlines the object mappings included in the app:

Mews Entity NameSalesforce Entity LabelSalesforce Entity API Name
EnterpriseEnterprisemews__Enterprise__c
CompanyAccountAccount
CustomerContactContact
AddressAddressmews__Address__c
ReservationOpportunityOpportunity
CompanionshipReservation Contactmews__ReservationContact__c
Order ItemAccounting Itemmews__AccountingItem__c
Accounting CategoryAccounting Categorymews__AccountingCategory__c

You can learn more about Mews terminology and entities on the Mews Glossary for Open API users.

 

How to create new fields

You can create new fields in Salesforce and map them to Mews API values. This takes two procedures: first you create the field in Salesforce, then you map the field in the Mews for Salesforce app.

 

Create a new field in Salesforce

To create a new field in Salesforce:

  1. In Salesforce, go to Setup.

  2. Click Object Manager.

  3. Click to select an object.

  4. Click Fields & Relationships. The Fields & Relationships page lists the existing fields of the selected object.

Fields & Relationships view

  1. Click New to create a new field under the object.

 

Map a new field to a Mews API value

To map a new Salesforce field to a Mews API value:

  1. In Salesforce, go to the Field Mappings tab.

  2. Click New.

  3. In the edit form, complete the following information:

    • Salesforce Field API Name: Match this field value to the API name of the field used on your Salesforce Org.

    • Mews On Read Field: Match this field value to the property listed on the Mews side on the getAll endpoints. You can view the Mews API documentation. Sync direction is from Mews to Salesforce.

    • Mews On Create Field: Match this field value to the property listed on the Mews side on the add endpoints. You can view the Mews API documentation. Sync direction is from Salesforce to Mews.

    • Mews On Update Field: Match this field value to the property listed on the Mews side on the update endpoints. You can view the Mews API documentation. Sync direction is from Salesforce to Mews.

Edit form view

 

How to update mapping fields

To update mapping fields in the Mews for Salesforce app:

  1. In Salesforce, go to the Field Mappings tab.

  2. Click to select the object for which you want to update the field mapping.

Field mapping tab list view

  1. Click the name in the first column.

  2. In the edit form, complete the following information:

    • Salesforce Field API Name: Match this field value to the API name of the field used on your Salesforce Org.

    • Mews On Read Field: Match this field value to the property listed on the Mews side on the getAll endpoints. You can view the Mews API documentation. Sync direction is from Mews to Salesforce.

    • Mews On Create Field: Match this field value to the property listed on the Mews side on the add endpoints. You can view the Mews API documentation. Sync direction is from Salesforce to Mews.

    • Mews On Update Field: Match this field value to the property listed on the Mews side on the update endpoints. You can view the Mews API documentation. Sync direction is from Salesforce to Mews.

Edit form

 

Object Manager

 

Troubleshooting tips and considerations

  • It is important to remember that each system has different field limitations. Salesforce commonly maxes its standard fields at 40-80 characters. In contrast, Mews' fields support more characters for the same property. Some fields lead to syncing errors due to the STRING_TOO_LONG exception and require you to update your data in Mews to resolve the issue. You can keep track of such errors through the Logs tab.

  • When extending the usage of fields supported by the update endpoint, follow the pattern described in the Mews API documentation, which uses the Value property as it exists in Mews API documentation.

 

You can now align and customize field mappings between Mews and Salesforce to ensure accurate data synchronization and reporting.

 

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