Find Import mappings under Tools > Import Mapping, the following screen lists any existing mappings. To create a new mapping, click New.

In some cases, users would like rows to be added to a category if a field contains a certain value. This mapping type is Category.

For example, if the FavoriteColor column contains the value 'red', assign the row to the category with ID 25, if the FavoriteColor column contains the value 'blue', assign the row to the category with ID 26.

Wildcards are supported in the value field. E.g. red* would match any value starting with the word red, e.g. reddit, redacted. The value gr[ae]y would match grey or gray and so forth.

When mapping a column in the incoming data that is not a field, but instead a category column, the "Field Name" must be tag1. This mapping would then only apply to categories that appeared in the first category column.

If a value should be modified programmatically during the bulk import, a Twig template can be applied to the data. The mapping type must be set to Transformation and the transformation will be applied to the value set in the Field Name.

The template is a Twig template, which can perform simple (and not-so-simple) transformations of the incoming data.

A few examples:

Replace any dashes found in the field value with dots:

Remove any values greater than 5 characters in length:

Remove any email fields without an @ sign.

Concatenate two fields into the Name field

The variables in template_item.data refer to the the destination MetaLocator field names, which may differ from the column names in your data file. For example, if your import maps a column in your data file labelled "Color" to the MetaLocator field "Favorite Color", the resulting template code will reference
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When multiple fields or special logic should be applied in order to categorize a given row, a template can be provided in the Category Mapping rule in order to derive the value.

For example, consider the following logic:

if the "Favorite Color" column contains the value 'red' *AND* the IsStore column is 1, assign the row to the category "Red Store".

This presumes the importing file contains columns "Favorite Color" and IsStore.

When importing data, you can create a mapping to automatically assign a row to a user group.

Create a new Mapping and choose UserGroupId as the Mapping Type.

For example, if the Division column in your incoming data contains the value 'retail', assign the row to the User Group with ID 1, if the Division column contains the value 'commercial', assign the row to the User Group with ID 2.

Wildcards are supported in the value field. E.g. retail* would match any value starting with the word retail, e.g. retailers, retailor. The value gr[ae]y would match grey or gray.

The first example above would require a mapping as shown:

It can be useful to perform a transformation on a column that is not coming from a specific data source. This is useful when you want to apply a transformation but you do not control the fields in the data source, such as when importing from SalesForce or Google My Business.

Examples include

In the above examples the Name and Segment columns aren't coming from the data source mentioned, they are custom fields in the MetaLocator account.

These mappings are done on a per-background-job basis, and can be configured as show below.

Import Mappings can not be linked, or otherwise inform one-another. For example, you can not use a Transformation Mapping to modify a field value, and then create a Category Mapping based on the results of the Transformation Mapping. All mapping rules operate on the data as it appears in the import file.