How to Save an Import Mapping

When you have files to import that are exactly in the same format, you may save an import mapping to alleviate having to re-build it each time you import.  This expedites the process for importing future .csv files that are set up in the same field format as the saved mapping.  

To save an import mapping, you will need to map an actual .csv file:

  1. Login as Admin
  2. Select project
  3. Select Import Contacts
  4. Browse for your CSV file
  5. Click on Next
  6. Match the fields in the “VanillaSoft Field” column with the “Import File Field” column. Simply pick the field from the drop down box that matches the fields on the left.  Row 1 and Row 2 columns will show you an example of the information that has been mapped.
  7. Confirm that all fields you want imported are mapped correctly
  8. Click the Save Mappings button and data enter a name
  9. OK

 

 Note: A saved mapping can only be used on future files that are identical in structure, meaning the same number of columns in the same order. The column headers in future .csv files must be identical to the file used in the original mapping.  If you attempt to use a saved mapping on a different file structure the system may return an error. In this case simply map the fields manually.

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