Mapping Profile

A mapping profile is used in Data Import. It tracks how to match CSV data fields with the record structure defined in the platform. It also specifies whether incoming data is appended or merged, and determines how a merge occurs.

Multiple Mapping Profiles can be created for the same object, one for each CSV file that uses a different arrangement.

Creating a Mapping Profile

1. Click > Administration > Data Management > Import Data
2. Select the object to import into
3. Select the file containing CSV Data (Required. See note below)
4. Click [Next]
5. Map Columns and Lookup Relationships
6. Click [Next]
7. Specify Import Attributes to control merging and ownership of imported records
8. Save the Mapping Profile.