Data Mapping

The documented correspondence between fields in two systems: what moves, in which direction, and what happens when both sides change. The artefact that decides whether an integration is maintainable.

Also called: field mapping

What it is

Data mapping is the explicit statement of how a field in one system corresponds to a field in another: source, destination, direction of travel, any transformation applied, and the rule for what happens when both sides have changed since the last sync.

The four things a mapping must state

  • Correspondence: which field goes to which. Names rarely match, and near-matches are where errors hide.

  • Direction: one-way or bidirectional. Bidirectional is far more expensive and should be chosen deliberately, not by default.

  • Transformation: picklist translation, date formats, currency, concatenation. This is where most silent corruption originates.

  • Conflict rule: which side wins when both changed. Without this, the answer is whichever synced last, which is not a decision anyone made.

Why it is worth writing down

Integrations fail quietly. A mapping that drops a field does not raise an error; it produces a record that looks complete and is not. Six months later somebody notices the numbers disagree, and without a written mapping the only way to find out what should have happened is to read the integration configuration and infer intent from it.

The mapping document is also what makes a migration reversible. If you cannot say what went where, you cannot verify the load, and you cannot roll it back.

RELATED TERMS

COMMON QUESTIONS

When should a sync be bidirectional?
Only when both systems genuinely need to originate changes to that field and you have a defensible conflict rule. Most fields have one authoritative source, and a one-way mapping is cheaper to run and far easier to debug.
What is the most common data mapping mistake?
Unmapped picklist values. The source has an option the destination does not, the sync drops or defaults it, and the resulting records look valid while being wrong. Enumerate every value on both sides before going live.
Who should own the mapping document?
Revenue operations, kept alongside the integration itself rather than in someone's drive. It should be updated in the same change that alters the integration, or it becomes fiction.

WHERE THIS HAS BEEN APPLIED

Client work and research from RevOps HQ, our consulting practice.

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