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Configure correlation
  1. For the relevant PowerShell v2 target system, Edit a target system.

  2. Go to the Correlation tab.

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  3. Turn on the Enable Correlation toggle.

  4. Set the Person Correlation Field to the field in the Person schema that will be used for the person side of correlation. Most commonly, this is ExternalId.

    2023-11-16_14-15-35.jpg
  5. Set the Account Correlation Field to the field in the target system account schema that will be used for the account side of correlation.

    2023-11-16_14-16-09.jpg

Your changes are automatically saved.

The final step is to customize your Account Create script and Account Update script. For more information, see Correlation.