Castaway's Integrations feature allows you to draw data from an external source to quickly build your Chart of Accounts and import your Actuals into your file.
A key part of the Actuals import process is the mapping file. The Mapping File (*.pxim file extension) records how the accounts are mapped from the external source to the Castaway Chart of Accounts.
You might experience several instances where you've completed your mapping within Castaway but find that the next time you access Castaway's Integration, the mapping does not maintain and you have to redo the mapping all over. To identify the issue, you need to first look at your mapping file. Learn more about Castaway's mapping files HERE.
There are 5 things you can check to understand why your mapping is not being saved:
- Did you use a mapping file?
- Did you save the mapping file?
- Do you have the right mapping file?
- Have your account numbers changed?
- Is your Excel template Account column blank? (for Excel Integrations)
Did you use a mapping file?
When using Castaway's Integration function, we always recommend you use a mapping file.
You can still import the Chart of Accounts and values without using a mapping file, however, note that without a mapping file, there won't be any saved record of linkage or connection between your Integration source and Castaway's Chart of Accounts.
To create a new mapping file, return to the Integrations screen and select New Mapping File.
Did you save the mapping file?
Being a separate file from your Castaway Forecast file, mapping files need to be saved regularly. The save process for the mapping file is not automatic and you'll need to periodically remember to save your mapping file as you progress your mapping.
To save your mapping file, click on the Save Mapping button at the bottom right of your Integrations screen. If the mapping file is not saved, Castaway will display red text.
It is recommended that you Save Mapping for each time you make a change at every stage of your mapping process.
Do you have the right mapping file?
Castaway mapping files are designed to work with the forecast file you initially built for. If you select a mapping file that belongs to another Forecast file, it's most likely that the majority (if not all) of the accounts won’t be mapped.
You're able to tell which mapping file you've selected by looking at the text on the bottom right of your Integrations screen.
If you find that you've chosen the incorrect mapping file, you'll need to return to the Integrations page and select the correct mapping file by clicking on Open Mapping File.
Note that if you've selected the incorrect mapping file, made changes and saved the progress on the wrong mapping file, it will overwrite the old mapping and break the link with its original Forecast file.
Remember! The golden rule of using Integrations is to use one mapping file for each Castaway Forecast file.
Have your account number changed?
Castaway uses the account numbers or account codes entered as an identifier to remember where these accounts are assigned to within the software. If there are any changes to the account numbers in the Integration source, Castaway will not be able to maintain the link in the mapping file.
To fix this, you will need to either remap the new accounts OR change the account number to what it was originally.
Is your Excel template Account column blank? (for Excel Integrations)
If you're using Excel Integrations, you need to ensure that Column B (Account) in your Excel Integrations template is populated with unique alphanumerical account codes. Castaway uses the account codes entered as an identifier to remember where these accounts are assigned to within the software. Without having an account ID, you're still able to map and import values in the same session, but the mapping file will not be saved for future use.
If you do not have associated account IDs, you can create your own as long as they do not repeat and are unique to one another. It can even be as simple as 1,2,3!
Learn more about the rules when using the Excel Integration template HERE.
If you've worked through the above and are still having the same experience, please reach out to our Customer Success Team.