Managing New Account Mapping

Creating new mapping

File requirements for list from Caselle

• All fields required to have a value
• File Headers:
  • ProfileName
  • ProfileItemName
  • CaselleDatabase
  • Table.FieldName
  • UsedForSearch
    • Must contain TRUE or FALSE
  • RecortType

Transform the Caselle data CSV into the needed JSON file

• Locate and open the solution CaselleAccountTemplateConverter.sln, contained in the Tools Repo
• Replace the CaselleProfileMapping.csv with your new file
• Ensure that accountTemplateConverter.ConvertToCSV() is commented out and that accountTemplateConverter.ConvertToMappingJson() is not commented out
• Run the solution in debug 
• The JSON file will be populated in "Documents\Projects\Caselle\JSONFiles"

Update the Utopia solution

• Rename your newly created JSON file to just CaselleProfileMapping.json
• Copy the JSON file and paste it into Utopia under BusinessLogic -> Resources 
  • Replace existing file if present

Test updated changes

• If you're set up locally with a Caselle template account you can run the UtopiaLocalDatabaseRefresher to clear and re-setup your accounts locally.