Introduction
Field mapping is one of the more time consuming steps involved in setting up a new source or target system. Therefore, HelloID Provisioning lets you export a system's mappings to a JSON definition which you can easily copy and paste to recreate the same mappings in another system. This article will walk you through the process.
Clone source system mappings
All types of source systems support Person and Contract mapping import and export.
- On the Source Systems page of the HelloID Provisioning module, select the wrench icon for the relevant source system.
- Select the Person tab or the Contract tab. Both of these tabs support JSON import and export and work almost identically. For this example we will use the Person tab.
- To export your current mappings, select the Export button. Copy the JSON definition and save it to your preferred text editor.
- To import a previously-saved export, instead select the Import button. Paste in your JSON definition and select the yellow Import button. If you have entered a valid definition, the existing mappings will be removed from the grid and the new ones will appear.
- Select the Save button.
- Your new mappings will be applied during the next import or snapshot.
Clone target system mappings
The following types of target systems support Account mapping import and export:
- Microsoft Active Directory
- On the Target Systems page of the HelloID Provisioning module, select the wrench icon for the relevant target system.
- Select the Account tab.
- To export your current mappings, select the Export button. Copy the JSON definition and save it to your preferred text editor.
- To import a previously-saved export, instead select the Import button. Paste in your JSON definition and select the yellow Import button. If you have entered a valid definition, the existing mappings will be removed from the grid and the new ones will appear.
- Select the Save button.
- Your new mappings will be applied to the target system during the next force update or enforcement.
Backward compatibility
Mapping exports from previous versions of HelloID are not guaranteed to work in future versions. For this reason, it is recommended to perform a fresh export every time you wish to duplicate a system's mappings (as opposed to pasting a JSON definition which you may have previously saved to a text file, etc).