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.
Task Mapping
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 headers indicate optional fields that can be included in your spreadsheet. Red headers are mandatory and must be matched with the corresponding column on the right. Yellow headers are conditional—they relate to pickup and dropoff locations and can be mapped using either address details (like street, city, postcode, etc.) or coordinates (longitude and latitude), or by using location UIDs. For instance, if your setup relies on coordinates to define start and end points, you only need to map the longitude and latitude fields—there’s no need to include address, postcode, city, or country details.
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.
Driver Mapping
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 that 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.
Vehicle 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 select Save mapping.