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How to Review & Edit Integration Mappings

Step-by-step guide on how to review and edit integration mappings in Workyard for payroll/accounting systems.

Dylan Sewell avatar
Written by Dylan Sewell
Updated over 3 weeks ago

This article will walk you through how to review and edit your integration mappings for the following integrations:


Steps to Review/Edit Integration Mappings

  1. Go to the Integrations tab

    • From the left navigation bar, click the Integrations icon (two connected squares).

  2. Locate your integration

    • Under Connected Systems, find the integration you want to review/edit.

  3. Open the Mapping screen

    • Click the arrows icon next to your integration under Actions ( 🔄 ).

  4. Click on Start Mapping>Next

  5. Review available mappings

    • You’ll now see all available mapping categories (e.g., Employees, Projects, Cost Codes).

    • Note: Not all categories are available for every integration.

  6. Edit mappings

    • Select a category to view the fields.

    • If the right-hand column is blank, it means that field has not yet been mapped.

    • Choose the correct mapping from the dropdown.

  7. Save your updates

    • Click Update to confirm and save your changes.


Tips

  • Be sure to complete mappings for Employees, Projects, and Cost Codes if they apply to your payroll/accounting system.

  • Contact Workyard Support if you need help with Oracle NetSuite or if any mappings appear to be missing.


That’s it! You’ve now updated your integration mappings in Workyard.

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