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Use Previously Saved Field Mappings

How to re-use a saved field mapping when uploading a new file.

Cristina Gruita avatar
Written by Cristina Gruita
Updated over a month ago

If you regularly import the same type of file, you can save time by reusing a previously saved field mapping. This ensures your fields are mapped consistently each time you upload a file of that format.


1. Upload Your File

  1. Go to Data Management, click File Upload.

  2. Upload your file.

  3. The system will check the file contents and then display the Field Mappings screen.


2. Choose a Previously Saved Field Mapping

  1. On the Field Mappings screen, locate the option to select a saved field mapping.

  2. Choose the relevant previously saved field mapping from the list or dropdown.

  3. Review the mappings shown for each field in your file to make sure they are still correct for this import.


3. Confirm and Save the Mappings

  1. Scroll down the list of field mappings to review them all.

  2. Make any adjustments needed (for example, if new columns have been added to your file).

  3. When you are happy with the mappings, click Save.

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