Editing Existing Mappings on Custom Metadata Types

The new Concur - PSA Configuration Lightning tab allows you to edit mappings on the PSA objects, but you can also manually edit mappings in the Setup.

The following examples provide steps on how to edit an existing mapping:

The following example contains the necessary steps for editing the existing mapping for the Project Manager field in Concur. You can edit other mappings following the same steps.

By default, the project manager's email is synced to Concur. You can change this to any custom field.

Note:

We assume that you have properly configured the PSA Project and Sync Project Managers fields in the Integration Hub Connector: Concur - PSA custom setting. For more information, see Configuring the Integration Hub Connector: Concur - PSA Custom Setting Fields.

  1. In Setup, click Custom Code | Custom Metadata Types.
  2. Next to IHC Mapping Concur to PSA, click Manage Records. A list of existing mappings displays. For a description of all the available fields and the accepted values, see IHC Mappings Concur to PSA Fields.
  3. Next to PSAProject ProjectManager, click Edit.
  4. Next to PSA Field, enter pse__Project_Manager__r. followed by the API name of a field on the Contact object. For example, pse__Project_Manager__r.Employee_ID__c.
  5. Leave the remaining values unchanged.
  6. Click Save. The changes to the mapping are now saved.

The following example contains the necessary steps for editing the existing mapping that controls which PSA projects are eligible for sending to Concur. You can follow similar steps to change the fields that control which assignments and resources are sent to Concur.

Note:

We assume that you have created a custom checkbox field called Sync with Concur on the Project object.

  1. In Setup, click Custom Code | Custom Metadata Types.
  2. Next to IHC Mapping Concur to PSA, click Manage Records. A list of existing mappings displays. For a description of all the available fields and the accepted values, see IHC Mappings Concur to PSA Fields.
  3. Next to PSAProject SendToThirdPartyExpensesAppli, click Edit.
  4. Next to PSA Field, enter the API name of your custom field, for example, Sync_with_Concur__c.
  5. Leave the remaining values unchanged.
  6. Click Save. The changes to the mapping are now saved.