MAP-ORG-CRM-ACCOUNT · version 1

CRM Account → Organization

Direct and normalize · Canonical entity

Source

Field mappings

Source field	Canonical field	Contribution	Survivorship
account_name	display_name	Direct
account_name	trading_name	Direct	CRM > ERP (source priority)

Canonical records produced (5)

ORG-000011 Organization · trace
ORG-000012 Organization · trace
ORG-000013 Organization · trace
ORG-000017 Organization · trace
ORG-000018 Organization · trace

Rule definition

{
  "attributes": {
    "trading_name": {
      "from": [
        "account_name"
      ],
      "transform": "TRIM"
    }
  },
  "source_role": "CUSTOMER",
  "business_key": "account_no",
  "display_name": "account_name",
  "resolution_rule": "RES-ORG-CRM-ACCOUNT",
  "resolve_by_link": {
    "from_field": "external_erp_customer_ref",
    "target_object": "erp_customer",
    "target_system": "ERP",
    "target_business_key": "customer_no"
  }
}