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Administrator Guide
Last Updated: 2025-02-07
Map Form Responses to Supplier Profiles

Map Form Responses to Supplier Profiles

Identify the response fields that you want to map from the supplier forms.
When you're onboarding your suppliers, company admins can map forms to the profiles of suppliers, saving you time and manual effort. It also ensures that all important information about the supplier is in their profile.
  1. Access
    Settings
    .
  2. In the navigation panel, select
    Supplier Profile
    Custom Fields
    .
  3. Enter the form questions as custom fields. As you complete this step, consider:
    Option Description
    Custom Field Name
    The
    Custom Field Name
     doesn't have to be the same as on the form.
    .
    Group
    Add the custom field to a group.
    Type
    Select the same type of field that the form question is.
  4. Once you add the field, click
    Add Options
     to enter the form question responses. They must match the responses on the supplier forms.
    These field types can have options:
    • Multiple select
    • Single select
  5. Scroll down to the
    Supplier Profile Mapping
     section.
  6. Select the new supplier profile field. Example:
    Supplier Diversity
    .
    You can't edit mapped supplier custom fields.
  7. Select a
    Question
     and click
    Add Mapped Field
    .
You can see that the mapping is active as the section turns blue. A map icon also displays beside the field in the
Supplier Profile Custom Fields
 section. You can also see the map icon beside the supplier profile fields on the supplier profile.
You can add existing multiple choice options to a form that's mapped.
  1. Delete the mapping of the form in
    Settings
    Profile Mapping
    .
  2. Add the new options to the form.
  3. Add the options to the
    Profile Mapping
     section under
    Supplier Profile Custom Fields
    .
  4. Map the field again.
  5. Run or rerun the supplier form.
Previously mapped from information remains in the supplier profile.