Overview
The Entegrata data mapping editor is a powerful visual interface for creating and managing data transformations. Using an intuitive node-based design, you can connect data sources, transform data, and map fields without writing code. This guide covers all features of the mapping editor, from basic navigation to advanced transformations.Interface Overview
The mapping editor consists of several key areas:Main Canvas
The central workspace where you visually build your data pipeline:- Source Nodes: Represent your data sources
- Field Nodes: Individual fields from sources
- Transformation Nodes: Data transformations and operations
- Entity Node: Your target data type with its fields
- Connection Lines: Show data flow between nodes
Toolbar
Located at the bottom left corner of the editor:- Save: Save your mapping changes
- Discard Changes: Delete all changes made in your local session since your last save
- View Toggle: Switch full screen and normal views
- Fit to Screen: Auto-fit all nodes in view
Context Panel
Collapsible panels on the right: Context Panel - Details- Source Catalog
- Entity Details
- Source Configurations
- Field Properties
- Field Transformation/Combination Logic
Map Selection
Dropdown located in the top left of the editor:- Select your current data map
- Manage new and existing data maps
Navigating the Canvas
Pan and Zoom
- Pan: Click and drag on empty canvas space
- Zoom In/Out: Use mouse wheel or zoom controls
- Fit to Screen: Click the fit icon to center all nodes
- Reset Zoom: Double-click empty canvas space
Selecting Nodes
- Single Select: Click on a node
- Context Menu: Right click on nodes or connection lines
Working with Source Nodes
Adding a Primary Source
Open Source Context Panel
Click anywhere in the editor that isn’t a node or connection to open the source catalog context panel.
Select Source
Search and choose a source from your connected sources:
- Database connections
- File uploads
- API connections
- External systems
Configure source identifier
The first source added becomes your primary source automatically. This is the main source of data for your entity.Configure the identifier used as primary means of identifying unique records for this source across all potentially related sources.
The primary source determines the base records. All other sources are joined to this.
- If a primary key is setup for the source, it will be the default
- You can override the identifier to any field on the source you choose
Adding Related Sources
Related sources are joined to your primary source to enrich data.Open Source Context Panel
Click anywhere in the editor that isn’t a node or connection to open the source catalog context panel.
Select Source
Search and choose a source from your connected sources:
- Database connections
- File uploads
- API connections
- External systems
Configure Identifiers
Any source added after the first becomes a related source.Configure the primary key for the source if it isn’t already setup from its source. This is required to uniquely identify records from the source system.Configure how data from this source is related to the primary source using data from both sources’ fields.
Related sources need logic defined to join to the primary source by one or more of its source’s fields.
- Select a field on this source whose data uniquely relates to data in the primary source.
- Select the field on the primary source whose data matches the selected identifier for this source.
Configuring Source Properties
Click on any source node to view and edit properties:- Primary Key: Change the expected primary key
- Identifier(s): Change the fields used to identify data between sources
- Filters: Add filters to restrict the data used for a source
Working with Field Mappings
Direct Field Mapping
The simplest mapping: connect a source field directly to an entity field.Drag to Connect
Click and drag from a source field to an entity field on the right side. A connection line appears. Alternatively, click on an entity field and select the source field from the dropdown.
Unmapping Fields
To remove a field mapping:- Visual View: Right-click the connection line and select Delete or select the line and press Delete key
Creating Combined Mappings
Map Multiple Source Fields
Drag Source Field to Mapped Entity Field
Drag a a source field’s handle to a field on the entity which is already mapped.This will create a new “logic” node in the middle of the mapping editor, allowing you to specify how the different fields should be used to set the value of the target entity field.
Choose Combination Type
Select from available functions:
- COALESCE: Use first non-null value from multiple fields
- CONCAT: Combine multiple fields into one
- CASE: Conditional logic (if-then-else)
- HASH: Combine & obfuscate multiple fields to provide a uniquely random value
- HIGHEST VALUE: Take the highest value of the input fields
- LOWEST VALUE: Take the lowest value of the input fields
Saving and Auto-Save
Manual Save
Click the Save button in the toolbar to save your changes:- Saves all mapping configuration
- Creates a version history entry
- Does not publish to production
Auto-Save
The editor automatically saves your work on your browser (not the server):- Every change is persisted in a local state until saved.
- Changes made only to your local browser can be discarded using the Discard Changes button in the toolbar.
- Changes may disappear from your local browser if you clear your browser cache.
Other Controls
Full-Screen
The toolbar provides a Full-Screen view button that allows you to expand the editor view to the entire view of your screen. This provides you with more space to map your data, especially useful for larger entities.Re-fit View
The toolbar provides a Center view button that allows you to reset the zoom and pan of your editor back to a central position across your nodes and adjust the zoom to fit the screen.Troubleshooting
Editor Not Loading
Issue: Canvas is blank or stuck loading. Solutions:- Refresh the browser page
- Clear browser cache
- Check network connectivity
- Verify you have permission to view this entity
Cannot Connect Fields
Issue: Dragging a field doesn’t create a connection. Solutions:- Check data type compatibility (see warning messages)
- Ensure target field isn’t already mapped (unmap first)
- Verify source node is properly configured
Changes Not Saving
Issue: Save button doesn’t work or changes are lost. Solutions:- Check for validation errors (fix before saving)
- Verify you have edit permissions
- Look for browser console errors
- Try saving in smaller batches