Field Mapping

Step 3 Wizard

Mapping - Introduction

The third step defines the correspondence between VTE module fields and the columns that will appear in the final CSV file. This phase is crucial for determining which information will be exported and how it will be structured.

The mapping interface is organized into two main columns that work together in a coordinated manner:

Left Column - VTE Field This section displays the available fields in the selected module, with specific characteristics:

Selection checkbox: Allows including or excluding each field from the export

Field name: Descriptive label of the field in the VTE system

Field type: Automatic identification between dynamic fields and fixed values

Right Column - CSV Field This section defines how fields will appear in the output file:

Column name: Label that will appear as header in the CSV

Editable field: Ability to fully customize the column name

Removal control: X button to delete individual mappings

Mapping Types

The system supports different mapping types to adapt to specific needs:

Dynamic Fields Dynamic fields represent real data extracted from the database:

Example: "Subject" → "subject"

Function: Transfers the actual field value from the VTE record

Customization: The CSV column name can be modified while maintaining the data link

Fixed Values Fixed values allow inserting static information in every row:

Example: "Value}" → "Value11"

Function: Inserts the same predefined value in all exported rows

Usage: Ideal for identifiers, categories, or common metadata

Mapping Management



Field mapping is handled through:

Field Selection:

Active checkbox: Field is included in the export

Inactive checkbox: Field is excluded from the export

Granular control: Ability to select only necessary fields

Column Name Customization

Direct editing: Click on the field to edit the CSV column name

Conventions: Ability to adopt specific naming standards

Clarity: Use of descriptive names to facilitate data interpretation

Mapping Removal

Red X button: Completely removes the mapping

Immediate action: Instant removal without confirmation

Flexibility: Ability to reorganize the field list

Practical Mapping Examples

Scenario 1 - Contact Export

VTE Field: "Company Name" → CSV Field: "company_name"

VTE Field: "Primary Email" → CSV Field: "email"

Fixed Value: "Type" → CSV Field: "customer_type" (value: "Customer")

Tip: Start with essential mapping including only indispensable fields, then gradually expand by adding additional fields based on specific project requirements.

Dynamic Mapping Field Management

The system offers the ability to dynamically expand the configuration through the "+ ADD FIELD" button, which represents a fundamental tool for advanced export customization. When this button is clicked, the system immediately adds a new blank mapping row at the end of the existing list, allowing inclusion of additional fields that may not have been considered in the initial configuration.