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.