Organization mapping
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Organization mapping is the process of connecting each Rewst integration with your child organizations, enabling automations that leverage that integration to work for your customers.
Organization mapping for Microsoft integrations is slightly different than the process outlined on this page. Refer to the video on mapping and consenting organizations for the Microsoft Cloud bundle.
The general steps to map each organization are as follows.
Scroll down the page to the Organization Mapping submenu. Here you'll see your Organizations listed in a table.
Click Refresh Options to pull customer accounts from your integration.
If the blank text box turns into a dropdown field, the sync was successful.
If accounts are missing:
Check if the customer account exists in your integrated tool.
Adjust any applied filters that might be excluding accounts.
Click Suggest Values. Rewst will try to match organization names automatically.
Review the suggestions to ensure that organizations in Rewst and customer names in the integrated tool are aligned.
If a match is missing, manually select the correct organization from the dropdown menu.
