Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Map Form Responses to Supplier Profiles

Map Form Responses to Supplier Profiles

Identify the response fields 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. Select the
    Supplier Profile
     tab, and scroll down to the
    Supplier Profile Custom Field Groups
     section.
  3. Enter the form questions as custom fields. They don't have to be the same as on the form. Example: On the form, the question is
    Company Diversity
    . The custom field name can be
    Supplier Diversity
    .
  4. Enter the responses in
    Options
    . They must match the responses on the supplier forms.
  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 Custom Fields
 section. You can also see the map icon beside the supplier profile fields on the supplier profile.