Field Mapping allows you to designate which columns from your spreadsheet should transfer to Map My Customers Fields.
Map My Customers will automatically match column names with MMC standard fields. However, when you get to this page, you should carefully look to make sure that each Column from your CSV file is correctly 'mapped' to an MMC field.
A preview row is provided to help make sure that everything is in order.
In the case of importing the sample file:
We would select "Company Number/Unique ID" as the Unique ID above the mapping table.
Then we would check each Column to make sure that it is matched appropriately.
If you have columns in your spreadsheet that do not match up with any MMC standard fields, you can create Custom Fields to add more. In this example, we have not created a custom field for "Company Number/Unique ID" so it is skipped.
Some helpful terminology:
Unique ID is the Unique Identifier that differentiate records, like an Account Number or Contact ID. Importing with a Unique ID will allow you to easily update records in the future. In the data above, the Account Number would be used as a Unique Identifier.
Parent Company Unique ID is the Unique ID of a Parent company. This hierarchy can be set during import if a row has both a Unique ID and the Parent Company Unique ID. A user would map the column containing the Parent Company Unique ID to the Parent Company Unique ID field in MMC.
Related Company Unique ID is the Unique ID of a Company. Company - People associations can be set during import of People, if a row has both a Person Unique ID and a Company Unique ID. A user would map the column containing the Company Unique ID to the Related Company Unique ID field in MMC.
MMC ID refers to the internal number that we use in our database. Most users will not need to use this, but it can be found by generating a report.