Change the mapping of contact data

How to change contact-data mapping for people export.

To map contact data differently by institution, do the following:

Enable mapping by institution and map the contact data for the People Export integration.

Select Main Menu > Administration > Application Setup > Integrations Setup > Design Integration Templates.

Note: See the Configure the TeleStaff People Export Integration or Configure the Workforce Planner People Export Integration topic.
Select Process Properties.
In EnableContactByInstitution:
1. Clear Use Default.
2. Select Value.
Select Cross Reference.
Select the _MapByContact cross-reference table.

Enter the values for the ContactPolicyID, WFDEmail, WFDContact1, WFDContact2, WFDContact3, and SMSFlag columns.

SMSFlag indicates whether phone numbers are enabled for SMS as follows:

N: The phone number cannot be used for SMS.

Y: The employee must validate whether the phone number can be used for SMS messages.

V: The phone number is validated as enabled for SMS, and the employee does not have to validate the number.

Example MapByContact cross-reference table

Example map by contact cross-reference table for the TeleStaff People Export integration

ContactPolicyID	WFDEmail	WFDContact1	WFDContact2	WFDContact3	SMSFlag
1	Contact1	Contact2	Contact3	Contact4	N
2	—	—	—	—	N
3	Contact3	Contact2	—	—	Y
4	—	—	Contact1	Contact2	N
5	Contact1	Contact4	—	—	V

Select the _Institution cross-reference table.
Enter the values for the Home Institution, FocusFilter, Base Authority, Login Policy, Formula Id, LocationId, PayInfoId, SignupShiftGroup, CalendarShiftGroup, LogAs, CloneNewProfiles, and ContactPolicyID columns.
- ContactPolicyID= The ContactPolicyID from the _MapByContact cross-reference table.
When you finish, click tap OK.

Alternatively, you can enable contact data mapping by institution when you Install TeleStaff Integrations or Install Workforce Planner Integrations.

Select Main Menu Administration > Application Setup > Integrations Setup > Install Integrations.
In Integration Parameters, set the following parameter:
EnableContactByInstitution

Parameter Name: (Required) EnableContactByInstitution; must be exactly the same spelling as the Template Parameter.

Description: (Optional)

Template Parameter: (Required) Select EnableContactByInstitution.

Parameter Type: (Required) Select Boolean.

Default Value: To use institution-based contact mapping, enter True.

User Prompted: To prompt the person who manually runs the integration to set this parameter, select Yes.

Caution: If you select Yes, the people who run the integrations can change this setting, and the results in the Run Summary become inconsistent between integration runs. To prevent changes, select No.
Click Tap Save.