Change Requests
      Back to home
      1. Knowledge Base
      2. Trading Partner Management
      3. Change Requests

      Leveraging First Pass Mapping

      How to submit First Pass Mapping instructions for new Trading Partners.

      What is First Pass Mapping?

      First pass mapping refers to a set of instructions that are used by the Conexiom Connection Development team to direct tasks. These instructions are typically configured and reviewed when you have at least five trading partners in production.

      The first pass mapping instructions concern the fields typically used by most trading partners within your portal, as well as any additional requirements, and will be added to your portal in the backend.

      Note: If you are unsure if you have first pass mapping enabled, contact Support for confirmation.

      Submitting First Pass Mapping instructions

      1. Add the trading partner to the portal. (See Adding a new Trading Partner.)
        If you are looking to add more than one Trading Partner, see below for more information on the batch-import process.
      2. Open a change request using the email option. See Submitting a Change Request via Email.
      3. Include "Please apply first pass mapping" in the body of the email request.
      4. Attach sample documents if not already added to the portal.
        If there are any additional requirements for this trading partner, please note in the body of your request, or attach an annotated document or screenshot.
      5. Send in the email request.

      Warning: The first pass mapping process requires that the trading partner is in the status of "New," which means that there have been no mapping instructions previously submitted for it.

      Batch File Instructions

      If you are adding multiple (five or more) trading partners to the partner portal, an alternative method is the batch import process. Through this process, you fill in the batch file template so that each row is used for a new trading partner.

      The completed file can then be imported to create the customers in the portal as a batch.

      When first pass mapping is enabled, a member of your team will receive emails with directions for sending in samples, and the Connection Development team is provided with a set list of instructions for initial mapping.

      Click here for more information on how to fill the form and complete the import process.

      Resources: