The Mapping screen in the TO FILE process allows users to control which columns are included in the output file and how they appear. This screen is essential for customizing the structure and order of your exported data. By selecting only the relevant columns, renaming them, and setting their order, users can format output files to match specific business or integration requirements.
By using this screen effectively, you can tailor your output files for downstream systems, simplify file parsing, and maintain cleaner, more relevant exports.
Only the columns added on this screen are included in the final exported file. If a column is not listed here, it will not appear in the output, even if it exists in the input data. If you don't add any columns on this screen, the job will not pass.
The Mapping screen offers a set of intuitive options that make it easy to manage your column selection and configuration. Let’s take a closer look at each feature:
Add
This option lets you manually select and add specific columns from the input source. Use this when you want to export only a few chosen columns fields.
Add All
Clicking Add All will automatically populate the mapping list with all columns available in the input source. This is useful if you want to export the complete dataset without having to add each column one by one.
Clear
This option removes all mapped columns from the list. It’s helpful when you want to start over or completely change your export structure.
Import
The Import feature allows you to upload a list of columns from an Excel file. This is ideal when you already have a predefined column list or format specification prepared externally.
Export
With this option, you can export the currently mapped columns (along with their order and settings) to an Excel file. This is helpful for documentation, versioning, or sharing the mapping setup with others.
Understanding the Column Fields:
The table on the Mapping screen includes four key fields for each mapped column:
Order
This field defines the sequence in which columns will appear in the exported file. By assigning a number to each column, you can control their position—lower numbers appear earlier in the file. This is useful when you need a specific column arrangement for downstream systems or reporting.
Note: The Order setting is only applicable when the Standard output format is selected. If you are using the Key-Value output format, column order is not enforced, and this field is ignored.
Name
This is the display name of the column in the output file. You can rename columns here to match business-friendly naming conventions or align with the requirements of the target system. For example, you may rename the city to Town.
Source
This field specifies the original column name from the input source. It defines which actual data column is being used for the mapped output. The Name is just a label, while the Source is the actual reference.
Note
This optional field lets you add comments or context for each column. You can use this to document business logic, mapping rationale, or any special handling the column requires.
Delete Column
You can also remove a specific column from the list by clicking the delete icon located at the end of the row, just after the Note column.