Field Mapping

This section guides you on how to manage your Global Mapping settings which includes, Data Mapping and Field Mapping.

You'll have the ability to view and manage all your mapped fields and data on the Global Mapping page on their respective pages.

Resolve Field Mapping IssuesResolve Data Mapping Issues

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Tips:

To minimize data upload issues, we recommend you add data mapping before importing your data. This way you can eliminate interruption during the import process. To know more about adding data mapping, click here.

View all your mapped fields

1. Go to 'Import Settings'

2. Click the 'Global Mapping' tab

3. Click the "Field Mapping" tab

4. In the Field Mapping tab, you'll have access to all of your Mapped and Unmapped fields from all of your import activities.

Add Field Mapping

1. Go to 'Import Settings'

2. Click the 'Global Mapping' tab

3. Click the "Field Mapping" tab

4. In the Field Mapping tab, click '+ Add Field Mapping'

1. Enter the value of the source data

2. Select where you want to map the source data

3. Select Mapping Status

1. Once done, click the 'Submit' button

Edit Mapped Data

1. Go to 'Import Settings'

2. Click the 'Global Mapping' tab

3. Click the "Field Mapping" tab

4. In the Field Mapping tab, look for the mapped data you want to edit.

5. Click the 'Actions' button, then click 'View Details'

6. In the Mapping Details modal, click 'Edit'

1. Update the fields you want to edit.

2. Once done, click the 'Save Changes' button

Delete Mapped Data

1. Go to 'Import Settings'

2. Click the 'Global Mapping' tab

3. In the Field Mapping tab list, look for the mapped data you want to edit.

4. Click the 'Actions' button, then click 'Delete Mapping'

5. A delete confirmation modal should appear, click 'OK'

6. Once done, your mapped data should be deleted from your Field Mapping list.

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Field Mapping Rules

• Any unrecognized field names will not be recognized and require field mapping.

• One (1) source field CAN'T be mapped to multiple target fields

  • In this example, Issue Date is mapped to Certification Issue Date and Certification Original Issue Date.

    • Issue Date -> Certification Original Issue Date

    • Issue Date -> Certification Issue Date

• Multiple source fields values CAN be mapped to one (1) target field

  • In this example, Cert Status and Status are mapped to Certification Status.

    • Cert Status -> Certification Status

    • Status -> Certification Status

  • In Excel, renaming the sheet tab name is considered a field mapping issue