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The mapping feature is used if there is a CSV file already prepared for import, but it doesn’t match the required format in terms of column headings, etc. This allows you to create a one-time mapping that can be selected and re-used for convenience.

To map your Task imports, navigate to Tasks ⇒ Import ⇒ Mapping.

Importing can be done by clicking Select CSV file, which when added, will then show all the column names from the file on the left and the required names on the right.

The blue column names represent the optional columns that can be associated with spreadsheet data. The red ones are mandatory and must be matched with a column name on the right, and the yellow ones are conditional, referring to the pickup/dropoff locations, where you can either match the columns with addresses, longitudes and latitudes, or UIDs of the locations. For example, if your business uses Longitude and Latitude to define start and end locations, you just need to map these fields accordingly without having to worry about fields such as start/end address, postcode, city and country.

Once the CSV has been imported, drag-and-drop the column names to their respective counterparts.

After all the columns have been assigned, write a name for your mapping presets and select Save mapping.

When importing files in the future, there is the option of choosing between importing regularly or using the mapping previously created.

To map your Driver imports, navigate to Drivers ⇒ Import ⇒ Mapping and upload a CSV file you wish to base your mapping on.

Similarly to Task Mapping, there are required fields which are marked red that need to be matched with the equivalent field from the CSV file. For Driver Mapping, those fields are firstName, username and password. All the other fields such as email, teams and so on are optional.

Once you're satisfied with your mapping, write a name for your mapping configuration and select Save mapping.

Mapping Vehicle imports can be done in Vehicles ⇒ Import ⇒ Mapping.

The exact same logic behind Task and Driver mapping can be applied to Vehicle mapping. For Vehicle Mapping, the only mandatory field is the name field.

Before you save your mapping, make sure to title it and the select Save mapping.