Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/SyncProductHierarchy.htm

## Syncing and Mapping the Product Hierarchy from PromoMats to Vault CRM

* Document Model

To maximize reporting on content and product relationships, customers can use the Product Integration and Indication Integration to synchronize the Brand, Product Family, and Indications product hierarchy from PromoMats to Vault CRM. This standardization eliminates manual data updates across systems and enables better content reporting by using the assigned Brands, Product Families, and Indications to organize the media library. Since the Product Catalog in Vault CRM continues to determine content sharing and product detailing, customers can use the integrated Product Hierarchy and the Product Catalog together to ensure both reporting efficacy and accurate product detailing.

**Who can use this feature?**

* Content Admin Users – Browser
* [Managing the Product Integration and the Indication Integration](#ManageIntegration)
* Users do not require an additional license

### Configuring Product 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 |
   | --- | --- | --- | --- | --- |
   | brand\_\_v | R | n/a | * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * product\_family\_\_v * product\_type\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v * vexternal\_id\_\_v | Read |
   | indication\_\_v | R | n/a | * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v | Read |
   | product\_family\_\_v | R | n/a | * abbreviation\_\_v * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * generic\_name\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * product\_category\_\_v * scientific\_name\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v * therapeutic\_area\_\_v | Read |
   | product\_\_v | R | n/a | All | Read |
7. Navigate to **Admin > Connections**.
8. Select **PromoMats-CRM Connection**.
9. Establish a Vault to Vault Connection to PromoMats. 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 is active. See [Enabling the Integrations in PromoMats](https://platform.veevavault.help/en/lr/921794/#enabling-the-integrations-in-promomats) in the Vault Platform Help for more information.

### Managing the Product Integration and the Indication Integration as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users](#)

The Product Integration and the Indication Integration are standard connections between Vault CRM and a PromoMats Vault instance. The following integration points are available for each integration:

* Product Integration
* PromoMats-CRM: Product Family – Syncs Product Family object records
* PromoMats-CRM: Brand – Sync Brand object records
* PromoMats-CRM: Product Catalog – Maps Brand object records to Product Catalog object records with the Detail product type

A Product Catalog record with the Detail product type is automatically created for each new Brand record synced from PromoMats if a corresponding Product Catalog does not already exist. Customers who prefer not to automatically create new Detail Products can use the CRM Metadata Integration feature for the CRM Product integration point. See [Syncing Metadata Using the CRM Metadata Integration](../../../Getting_Started/CRMMetadataIntegration.htm) for more information.

* Indication Integration
* PromoMats-CRM: Indication – Syncs Indication object records

The integrations and their integration points are inactive by default. Content admin users must activate each integration and the appropriate integration points to sync object metadata from the connected PromoMats Vault instance.

Once activated, the Product Integration and the Indication Integration each run automatically every time a record for the active integration points is created, updated, or deleted in PromoMats. If the last successful sync occurred within the past 15 days, an incremental sync runs and only syncs changes to existing records. Otherwise, a full sync runs to sync and map all active records.

When more than one PromoMats Vault instance is connected to the same Vault CRM instance, the original\_source\_id\_\_v field is verified to prevent the creation of duplicate product\_family\_\_v and indication\_\_v records. The link\_\_sys field is used if the original\_source\_id\_\_v is blank.

If the [CRM Product integration point in the CRM Metadata Integration](../../../Getting_Started/CRMMetadataIntegration.htm#ManageIntegration) is activated for a PromoMats Vault instance, content admin users cannot use the Product integration for the same PromoMats Vault instance. An error displays when content admin users attempt to activate the integration.

To activate an integration and an integration point:

1. Navigate to **Admin > Connections**.
2. Select **PromoMats-CRM Connection**.
3. Select **PromoMats-CRM: Product Integration** or **PromoMats-CRM: Indication 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 - Inbound** 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.

#### Mapping Custom Fields from PromoMats to Vault CRM

Content admin users can create field rules for the Product Integration and the Indication Integration to map custom fields between PromoMats and Vault CRM.

To create a field rule:

1. Navigate to **Admin > Connections > Integration Rules**.
2. Select the appropriate integration rule, based on the integration point:
   * promomats\_crm\_brand\_iir\_\_v – Rule for the Brand integration point
   * promomats\_crm\_indication\_iir\_\_v – Rule for the Indication integration point
   * promomats\_crm\_product\_family\_iir\_\_v – Rules for the Product Family integration point
   * promomats\_product\_catalog\_iir\_\_v – Rules for the Product Catalog integration point
3. Select **Create** in the Field Rules section.
4. Populate the **Rule Configuration** fields appropriately to map a custom field from PromoMats to Vault CRM. See [How to Create Field Rules](https://platform.veevavault.help/en/gr/62154/#create-field-rule) in the Vault Platform Help for more information.

### Related Topics

[Syncing Metadata Using the CRM Metadata Integration](../../../Getting_Started/CRMMetadataIntegration.htm)

[Using the My Setup Tab](../../../Products/MySetupPage.htm)

[Using Product Detail Groups and Detail Topics](../../../Products/ProdGroups/DetailGroupsDetailTopics.htm)