Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/CRMMetadataIntegration.htm ## Syncing Metadata Using the CRM Metadata Integration The CRM Metadata Integration enables synchronization of Vault CRM metadata from Vault CRM to PromoMats and MedComms. This removes the requirement for users to manually maintain metadata records in both systems. The integration ensures object reference metadata (for example, Products, Detail Groups) is consistently aligned across applications for values driving functionality in Vault CRM. By synchronizing the Vault CRM metadata, customers can reduce data discrepancies and streamline the content integrations from PromoMats and MedComms to Vault CRM. **Who can use this feature?** * Content Admin Users in PromoMats/MedComms – Browser * [Managing the CRM Metadata Integration](#FieldRule) * Content Admin Users in Vault CRM – Browser * [Managing the CRM Metadata Integration](#ManageIntegration) * Users do not require an additional license ### Configuring CRM Metadata Integration for [![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users in Vault CRM](#) To configure this feature: 1. Navigate to **Admin > Users & Groups > Permission Sets**. 2. Select the appropriate permission set. 3. Select the **Application** tab. 4. Grant access to **Manage Connections** and **Manage Integrations** in the Vault Actions section. 5. Select the **Objects** tab. 6. Grant at least the following permissions: | Object | Object Permission | Object Types | Fields | Field Permission | | --- | --- | --- | --- | --- | | content\_group\_\_v | R | content\_group\_\_v | All | Read | | content\_type\_\_v | R | content\_type\_\_v | All | Read | | directory\_\_v | R | clm\_\_v | All | Read | | em\_catalog\_\_v | R | event\_topic\_\_v | All | Read | | em\_event\_configuration\_\_v | R | event\_configuration\_\_v | All | Read | | product\_group\_\_v | R | n/a | All | Read | | product\_\_v | R | n/a | All | Read | | survey\_\_v | R | one\_time\_\_vrecurring\_\_v | All | Read | 7. Navigate to **Admin > Connections**. 8. Select **PromoMats-CRM Connection** or **Medical-CRM Connection**, according to the connected Vault type. 9. Establish a Vault to Vault Connection to PromoMats or MedComms for the appropriate integration. See [How to Establish a Vault to Vault Connection](https://platform.veevavault.help/en/gr/53358/#Establish_Vault_to_Vault) in the Vault Platform Help for more information. [![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users in PromoMats/MedComms](#) To configure this feature, ensure the PromoMats-CRM Connection or Medical-CRM Connection is active. See [Enabling the Integrations in PromoMats](https://platform.veevavault.help/en/lr/921794/#enabling-the-integrations-in-promomats) and [Enabling Integrations in MedComms](https://platform.veevavault.help/en/lr/879897/#enabling-integrations-in-medcomms) in the Vault Platform Help for more information. ### Managing the CRM Metadata Integration as [![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users in Vault CRM](#) The CRM Metadata Integration is a standard connection between Vault CRM and a PromoMats or MedComms Vault instance, with the following outbound integration points for specific Vault CRM objects: * CRM Product – Syncs Product Catalog object records with the Detail and Detail Topic product types * Automatically activated when the CRM Product Group integration point is activated * CRM Product Group – Syncs Product Group object records * Automatically activated when both the CRM Product and CRM Detail Group integration points are activated * Automatically deactivated when either the CRM Product and CRM Detail Group integration points are inactive * CRM Detail Group – Syncs Product Catalog object records with the Detail Group product types * Automatically activated when the CRM Product Group integration point is activated * CRM Content Group – Syncs Content Group object records * CRM Survey – Syncs Survey object records * CRM Directory – Syncs Directory object records * CRM Content Type – Syncs Content Type object records * CRM Event Topics – Syncs EM Catalog object records with the Event Topic object type * CRM Event Configuration – Syncs Event Configuration object records Both the CRM Metadata Integration and the integration points are inactive by default. Content admin users must activate the CRM Metadata Integration and the appropriate integration points to sync only relevant object metadata to the connected PromoMats/MedComms Vault instance. Once activated, the CRM Metadata Integration runs automatically every time a record for the active integration points is created, updated, or deleted in Vault CRM. If the Product Catalog integration point is active for a PromoMats Vault instance, content admin users cannot activate the CRM Product integration point for the same PromoMats Vault instance. An error displays when content admin users attempt to activate the integration point. See [Syncing and Mapping the Product Hierarchy from PromoMats to Vault CRM](../Multichannel/CLMDocModel/ManagingContent/SyncProductHierarchy.htm) for more information. To activate an integration and an integration point: 1. Navigate to **Admin > Connections**. 2. Select **PromoMats-CRM Connection** or **Medical-CRM Connection**, according to the connected Vault type. 3. Select **PromoMats-CRM Connection: CRM Metadata Integration** or **Medical-CRM Connection: CRM Metadata Integration** in the Integrations section. 4. Set the **Status** in the System Information section to Active. 5. Select the appropriate integration point(s) in the **Integration Points - Outbound** section. 6. Set the Status in the System Information section to **Active**. See [About Integrations and Integration Points](https://platform.veevavault.help/en/gr/57405/#about-integrations-and-integration-points) in Vault Platform Help for more information. The CRM Metadata Integration does not support syncing metadata from sandbox Vault CRM instances to production PromoMats/MedComms Vaults. Sandbox Vault CRM instances can only be used with sandbox/test/demo PromoMats/MedComms Vaults. However, production Vault CRM instances support all PromoMats/MedComms Vault domain types. [![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users in PromoMats/MedComms](#) The CRM Metadata Integration allows customers to map custom fields of any field type from Vault CRM to PromoMats/MedComms by creating field rules for the integration in the connected PromoMats/MedComms Vault instance. See the following documentation in the Vault Platform Help for more information managing these integrations in PromoMats/MedComms: * [About the PromoMats-CRM Connection](https://platform.veevavault.help/en/lr/921792/) * [Configuring the PromoMats-CRM Connection](https://platform.veevavault.help/en/lr/921794/) * [About the Medical-CRM Connection](https://platform.veevavault.help/en/lr/879896/) * [Configuring the Medical-CRM Connection](https://platform.veevavault.help/en/lr/879897/) ### Related Topics [Managing Field Mappings Between Vault CRM and PromoMats/MedComms](../Multichannel/CLM/ConfiguringCLM/ManageFieldMapping.htm) [Integrating Events Management with PromoMats and MedComms](../Events/Configuration/PromoMatsMedComms.htm)