# Auto Mapping

### Setting Up Auto-Mapping

Auto-mapping rules are configured within **Settings**.

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To create an auto-mapping rule:

1. Navigate to **Settings**.
2. Create a new rule and provide a name and description.

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2Fwbedn0sRAH1VCOFiBw7H%2Fimage.png?alt=media&#x26;token=1c0f6a5c-5e56-4d89-ba36-03c3a148c7a4" alt=""><figcaption></figcaption></figure>

3. Upload a CSV file containing the mapping logic.
4. Click on Create Rule.

Once the file is uploaded, the system guides you through configuring how the mapping should be applied.

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### Configuring the Mapping Logic

After uploading the CSV:

1. Select the column(s) that will act as the **independant attribute(s)** (e.g. National Department).
2. The remaining columns will be treated as **dependant attributes** (e.g. Location and International Department), that are automatically populated when a source value is selected or updated.

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2Fgit-blob-ca7e9a7875d7d4608907975eb61406ebea7e8f0a%2FScreenshot%202026-01-30%20at%2012.04.56%E2%80%AFPM.png?alt=media" alt=""><figcaption></figcaption></figure>

#### Example

If a source value is selected (e.g., a locally defined attribute), one or more standardized values are automatically populated based on the configured mapping.

Once confirmed, the auto-mapping rule becomes active and is applied consistently across the organization.

### Modifying Existing Records

When an existing record is updated:

* Changing the source attribute automatically updates the mapped target attributes according to the rule.

This is particularly helpful when regional or team-specific terminology differs from standardized or global definitions.

### Creating New Records

When creating a new record:

1. Define the record and its position within the structure.
2. Assign a source attribute (e.g.: National Department)

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2Fgit-blob-bf765423fdae736fe6670e67459393faba5220ff%2FScreenshot%202026-01-30%20at%2012.10.41%E2%80%AFPM.png?alt=media" alt="" width="210"><figcaption></figcaption></figure>

3. The relevant target attributes are automatically populated based on the active auto-mapping rule.

This ensures new data aligns with organizational standards from the outset, without requiring additional manual steps.
