Pairing with a different record type

To pair a record type in the “To” template with a different record type in “From” template:

  1. Select the level-01 “field name” for the record type on the Field Mapping panel.
  2. On the From Field Mapping panel, select the “From” record type that you want to pair with the “To” record type.
Note: This is useful when your “To” template contains only one record type that you wish to map to a second record type in your “From” template.