Create Link Storage Values

Creating a Link Storage is the first step in defining how Rapidi will store and match keys between your systems. A Link Storage represents one specific set of links (e.g., ERP Customer Number ↔ CRM Account Id). You can create as many Link Storages as needed, one for each type of record you want to synchronize.

• What kind of keys you want to store
• How each side is called (left and right)
• How to separate multi-field keys
• Which system/tables/fields belong to each side

After that, Rapidi will dynamically populate and maintain these values during runtime.

Below is a clear explanation of each field you must configure.

1. Code

A short, unique identifier (UPPERCASE letters and numbers only) that identifies this Link Storage. You will use this code in Transfers and in LSLookup formulas.

Examples:

• CUST
• CUST_UK
• ITEM
• VENDOR

Tip:
Choose a code that reflects the purpose — this makes formulas and troubleshooting easier.

2. Description (Left Column Header)

 A description of what kind of values appear in the first / left column of the Link Storage.This text becomes the actual column heading in the Link Storage Values screen. It should clearly indicate the meaning of the key stored on this side.

Examples:

• "NAV Customer Numbers"
• "GP Item Numbers"
• "ERP Vendor IDs"

3. Description 2 (Right Column Header)

 A description of what kind of values appear in the second / right column. This becomes the column title for the right side and helps clarify the relationship.

Examples:

• "Salesforce Account Ids"
• "CRM Product Ids"
• "HubSpot Contact Record IDs"

4. LinkField Separator

A character used to separate field values when a key consists of multiple fields. Some systems (like ERP documents) use composite keys such as: Document Type + Document Number + Line Number. Rapidi needs a separator so it can store and later re-identify these combined values correctly.

Default:
#

Defining the Content of Each Column

Once the Link Storage is saved, you move on to defining what belongs in each of the two columns.This tells Rapidi:

• Which connection the values come from
• Which table they belong to
• Which fields together form the unique key

You can add one or multiple definitions per column (useful for systems with different tables or objects representing the same entity). Below are the fields you configure when adding a new entry to either the left or right column.

1. Connection

The Rapidi Connection from which this side’s data comes. Rapidi needs to match the Transfer’s Source or Destination Connection with the correct side of the Link Storage.

Example:

• NAV
• GP
• SALESFORCE

2. Table Name

The name of the table or object that holds the key fields for this side. Rapidi compares this to the Transfer’s Source Table or Destination Table when running.

Examples:

• Customer
• Item
• Account
• Product2
• SalesHeader

Note:
This must match exactly the table/object name used in the Transfer.

3. Link Fields

One or more fields that form a unique key for this table. Rapidi uses these fields to build the key value that will be stored in the Link Storage.

Examples (single-field key):

• No
• CustomerNumber
• AccountId

Examples (multi-field key):

• DocumentType, DocumentNo
• LineType, LineNumber

How Rapidi stores it:

 If multiple fields are used, they are automatically joined using the LinkField Separator (e.g., SO#12345).