About Saved Mapping Schemes

A mapping schema is a saved set of file-to-system field pairs. Each time you import a file and create a new field mapping, ReceivablesPro requires you to save that mapping. (See How to Import Batches above.) The next time you import a file that uses the exact same column order and File type, you can select the saved mapping so you don’t have to manually map each field. When you select a saved mapping schema, ReceivablesPro skips the Save Column Mapping screen.

Saved mappings do not recognize column header names. They only recognize column position in the source file as it relates to a particular system field.

For example, a saved mapping schema maps the ReceivablesPro “Company” field to the “Company” column in a source file, where “Company” is the first column of that file. If the saved mapping schema is used with a second source file where the first column is “Last Name” and the second column is “Company,” the “Last Name” column in the source file will be mapped to the “Company” field in ReceivablesPro.

Select a Saved Mapping

To select a saved mapping for use with an import file, select the saved mapping schema you want to use from the Choose Saved Mapping drop-down box on the Map Field Titles screen.

The system retrieves the mapping and displays the System Field Names in each drop-down box in the saved order. The fields have greyed out arrows on the drop-down boxes, indicating that they cannot be edited.

NOTE: Once you select a “Saved Mapping” the system will not permit you to make changes to it, or clear it by clicking the “reset mapping” button.

Verify that your file fields are mapped to the appropriate System Field Names, and then proceed with the batch upload process.

To Remove a Saved Mapping

If the saved mapping schema does not correctly map the fields in the import file, you can select a different mapping from the Choose Saved Mapping drop-down box.

To clear a “Saved Mapping” select “Select Schema” from the Choose Saved Mapping drop-down box. Then click the “Reset Mapping” button to clear all selections and begin a new mapping.

To Modify a Saved Mapping

You cannot edit a saved mapping. However, you can use a saved mapping as the basis for a new saved mapping schema. To do this:

Select the saved mapping you want to start with from the Choose Saved Mapping drop-down box.
The mapping will be retrieved in greyed-out uneditable mode.
Choose “Select Schema” from the Choose Saved Mapping drop-down box.
The System Field Names drop-down boxes retain the mappings from the saved schema, but are now white and can be changed.
Make changes to the System Field Names drop-down boxes.
Click the “continue” button at the bottom of the page to continue with the import process.

The Save Column Mapping screen appears and requires you to save the mapping as a “New” mapping. It does not permit you to overwrite the mapping on which you based the changes.
NOTE: ReceivablesPro will never apply changes to an existing mapping, even if you use the same name when you save it. (If you use the same name as an existing mapping, you will end up with two mappings with the same name in the Choose Saved Mapping drop-down box.)

You are required to save every mapping. Even if you never expect to use a mapping again, storing it will save time if there is an error processing your import and you need to upload it again.

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