CARDEXCHANGE® BRIDGE OPERATIONS MANUAL Last Updated: July 29th, 2022 Back to Manuals Menu Profile Type In the Profile type settings window, you can choose what profile a record will get when they are imported. You can choose to either set the import to always use the same Profile, or you can set it up based off of a conditional value in a field in your database. Do note that you will need to set these for each of the data sources that you have connected to Bridge.

CARDEXCHANGE® BRIDGE OPERATIONS MANUAL Last Updated: July 29th, 2022 Back to Manuals Menu Profile Field Mappings Under the Profile Field mappings, you can set up various other designations for the selections of Business Unit, External Company, Department, Cost Account and Location. The first tab in this section is the General Tab. If you are using Stand, it is important that you map the email field to the profile so that the end user's Stand account is created. You can choose to map the other fields here as you wish. If you do not add a start date and end date, then the default...

CARDEXCHANGE® BRIDGE OPERATIONS MANUAL Last Updated: July 29th, 2022 Back to Manuals Menu Address Fields Mapping On the Address tab of the Mappings window, you canc choose the fields that you want to map to the Address that will be added to the person record. On the left side, you will see the fields from your local data source, and on the right dropdown menus you can select the field in cloud you would like to connect to.

CARDEXCHANGE® BRIDGE OPERATIONS MANUAL Last Updated: July 29th, 2022 Back to Manuals Menu Local Update If you are wanting to update your data source with the data from cloud, you can do so here. There are a few things that you can update back to the local data source. Do note that these are the only fields that you can update your local data source with. For each of the fields Card Serial Number, Card Status, and Printed Date, you can check the ones you want to write back locally. Then you can select the field in your data source that you want to store that value in. If you...

CARDEXCHANGE® BRIDGE OPERATIONS MANUAL Last Updated: July 29th, 2022 Back to Manuals Menu Bridge Settings In the Settings window, you will be able to define certain settings around how and when Bridge will run. It is important to note that you can select different settings for each of the databases that you are using with Bridge. Make sure that you select each of your databases from the dropdown box at the top, and set each of your required settings for each database. In the Settings window, you will be able to define certain settings around how and when Bridge will run. It...

CARDEXCHANGE® BRIDGE OPERATIONS MANUAL Last Updated: July 29th, 2022 Back to Manuals Menu Address Type Selection In the Address Type selection screen in the Mappings window, you can choose which type of Address that you would like to create for each record. You can either choose to always use the same address type, or you can set up conditions to use to dynamically set which type of address they are set with. Do note that if you select Always use same address type, then you will not be able to use conditions. If you use Select Address Type Based on Field Value, you need to...

CARDEXCHANGE® BRIDGE OPERATIONS MANUAL Last Updated: July 29th, 2022 Back to Manuals Menu Person Mappings Once you have added a Database, you can now access the Mappings window. The first screen that you see will be for your Person Mappings. Here we will need to define where the fields in your local datasource will be mapped to the cloud database. First you need to select the database you would like to map from the local database, then click on the Use this Database option. On the left hand side, you will see a list of the fields that you have available in your local database....

CARDEXCHANGE® BRIDGE OPERATIONS MANUAL Last Updated: July 29th, 2022 Back to Manuals Menu Filter Conditions Depending on the fields you have available, you may want to filter the data that is going to be imported into cloud before the import happens. In the Filter window, you can select a condition you want to be met for records that are imported. Do note that you can set individual filters for each of your data sources by selecting the correct one from the top dropdown box.