---
title: FMS Mapping Settings
slug: fms-mapping-settings
icon: 🗺️
docTags: 
createdAt: 2025-03-04T18:37:09.397Z
---

## 1. Introduction

The **FMS Mapping** section in the **Storagely Dashboard** allows facility operators to map marketing sources from their **Facility Management Software (FMS)** to Storagely's marketing source tracking system. This ensures that **marketing attribution data is accurate** and aligns with Storagely’s reporting and analytics.

:::hint{type="warning"}
**Important Notice:**

- **FMS Mapping settings are restricted by default** to prevent data mismatches.
- Users must coordinate with their **Storagely Account Manager** for any modifications.
- Proper mapping ensures that **marketing reports accurately reflect customer acquisition sources**.
:::

## 2. Navigating to FMS Mapping Settings

To access the **FMS Mapping**:

1. Log in to your **Storagely Dashboard**.
2. In the **left sidebar menu**, click on **Settings**.
3. Select **FMS Mapping** under **Marketing Source Setup**.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/1fmTd73ixrEjJoW1owOXi_screenshot-2025-05-28-at-93632-am.png)
4. If access is denied, contact your **Storagely Account Manager** for assistance.

## 3. Understanding the FMS Mapping Interface

### A. FMS Mapping Table

The interface displays a **list of marketing sources** from the FMS that need to be mapped to Storagely’s standardized sources.

Columns include:

- **Marketing Source** – The original marketing source name from the FMS.
- **Source Type** – Indicates whether the source is **Online** or **Offline**.
- **Storagely Original Source** – The mapped source in the Storagely system.
- **Actions** – Allows users to **edit** or **update mappings**.

  ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/taLsomFz7Bqn6VJ6apCkr_screenshot-2025-05-28-at-94035-am.png)

### B. Mapping Unmatched Sources

Some marketing sources from the FMS may not have a direct match in Storagely. These sources will be displayed in a **"Non-Mapped Items"** section, requiring manual assignment.

### C. Updating Existing Mappings

For sources that were previously mapped, users can:

- **Edit mappings** if changes are needed.
- **Reassign sources** to more accurate categories.
- **Save changes** to update all mappings at once.

## 4. How to Map FMS Marketing Sources to Storagely

### Step 1: Review Unmatched Marketing Sources

1. Locate **non-mapped marketing sources** in the table.
2. Identify which Storagely **Original Source** best matches each FMS source.

### Step 2: Assign a Storagely Original Source

1. Click the **dropdown menu** under **Storagely Original Source**.
2. Select the most relevant marketing source (e.g., **Google Organic Search, Yelp, Directories, Facebook Paid Ads**).
3. Choose whether the source is **Online** or **Offline** using the radio button.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/uEdx2RvZ18Ne_prsN3pt-_screenshot-2025-05-28-at-102218-am.png)

| **Your Source**      | **Type** | **Storagely Original Source** |
| -------------------- | -------- | ----------------------------- |
| "Google Maps"        | Online   | Google My Business            |
| "Drive-By"           | Ofline   | Drive-By                      |
| "Facebook Paid Ad"   | Online   | Facebook Paid Ads             |
| "Yard Sign"          | Offline  | Billboard / Yard Sign         |
| "Referred by Friend" | Offline  | Customer Referral             |

### Step 3: Save Changes

1. After updating all necessary mappings, click **“Save All”** or **“Update All”** to apply the changes.
2. Wait for the confirmation message that updates were successful.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/pWXIJ67WJkiDkUx6JlTh1_screenshot-2025-05-28-at-102606-am.png)

### Step 4: Verify Mapping Accuracy

1. Review the **Updated Mappings Table** to ensure all sources are correctly assigned.
2. If needed, make adjustments and re-save.

## 5. Best Practices for FMS Mapping

✅ **Ensure accurate mapping** by selecting the closest match for each source.
✅ **Regularly review mappings** to keep up with marketing strategy changes.
✅ **Work with your Account Manager** to confirm that mappings align with business goals.
✅ **Use consistent naming conventions** to avoid confusion in reports.

## 6. FAQs & Troubleshooting

**Q1: Why can’t I edit FMS mappings?**
A: Access to these settings is **restricted by default** to prevent accidental mismatches. Contact your **Storagely Account Manager** for modifications.

**Q2: What happens if an FMS marketing source doesn’t match a Storagely source?**
A: Select **"Other"** as a temporary category, then discuss with your Account Manager to create a more appropriate match.

**Q3: How often should I review my FMS mappings?**
A: At least **quarterly** or whenever **major marketing campaigns** change.

**Q4: Can I undo a mapping change?**
A: Yes, by reassigning the source and clicking **Save All** again.

*As always, if you have any questions during this process, our Customer Success Team is here to help. The best way to reach us is by submitting a support ticket.*

**[Submit a Ticket](https://d1s7s.share.hsforms.com/297GkKIsiTSmDgSKUYT9s2g)**