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The Customer mapping module allows batch-update of various customer attributes, based on grouping set previously. After creating the rules of mapping, the batch of customers is assigned to the selected attribute automatically. This helps organize customers to separate compartments in the Backoffice without importing.
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Mapping is executed by a service automation. Before you start configuring mapping rules the first time, please contact the Antavo Service Desk to set this up for you. |
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Find the configuration page of the Customer mapping module by typing 'Customer mapping' into the search bar of the Modules 
menu. The page will open to the list of rules that have already been set up with the following information:
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After saved for the first time, the mapping rule is added as a draft, which means the rule will not be operational yet and it appears only in the list of rules on the Customer mapping module configuration page.
You can activate the rule right away using the ‘Set active’ button on the upper right-hand side of the setup page and confirm the activation in the dialog that subsequently appears.
Each time you activate the rule, the rule runs for all customers based on the schedule of the service automation.
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Queue
Each time a customer profile is updated, it is added to the mapping queue that the mapping service processes based on the configuration of the active rules.
You can see Under the ‘Queue’ tab you can track the list of customer updates that will be processed by the service the next time it runs.
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Go to the Customer mapping module page
Click the ‘Edit’ button of the rule you want to edit
Edit the rule
Save your changes by clicking ‘Update’
When a configured rule is edited, the mapping rule will be run on all customers.
Inactivate a rule
Go to the Customer mapping module page
Click the 'Edit’ button of the rule you want to inactivate
Click on the ‘Set inactive’ button on the upper right-hand side of the page
Confirm your choice in the dialog that appears
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