This guide describes how to conduct a Pathfinder auto-mapping and apply the results to the structure.
Requirements
Pathfinder has been activated for your organization.
Procedure
Go to Integration > Profile > Phase 3.
In the ribbon, click Pathfinder auto-mapping.
In the Upload or select test file dialog, do one of the following:
select a test file from the list
upload a new test file
select the Map without test file checkbox to perform the mapping without a test file.
NOTE: Pathfinder then validates the profile with synthetic data; the results may differ from real data.
Click Continue mapping to open the Pathfinder auto-mapping dialog.
Open the Confident matches, Need review, and No match tabs one after another to review and select the suggestions by confidence level:
Hover over Details to see the reasoning behind the suggested match level.
Confident matches are already selected; in the left column, clear the checkbox of any mappings you don't want to apply.
Mappings under Need review aren't selected by default. Select the checkbox of the mappings you want to apply.
TIP
Click anywhere in a mapping's row to jump directly to the corresponding mapping in the source and target structure. This helps you keep track of where you are in the structure.
Click Approve & apply.
In the confirmation window, do one of the following:
Click Yes, apply to apply the selected mappings to the structure.
WARNING: This action cannot be undone.
Click Back to continue editing the mappings.
Result
The selection only takes effect once you click Yes, apply. Mappings selected using the checkbox are applied; unselected entries are ignored. You can now continue editing the mapping as needed.