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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.

 

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