Auto Mapping

Auto-mapping automatically maps attributes using configurable rules to ensure consistency and reduce manual work.

Setting Up Auto-Mapping

Auto-mapping rules are configured within Settings.

To create an auto-mapping rule:

1. Navigate to Settings.

2. Create a new rule and provide a name and description.

1. Upload a CSV file containing the mapping logic.

2. Click on Create Rule.

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

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.

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)

1. 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.