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If your file was uploaded successfully, you will be taken to the Mapping Template. Please review the mappings carefully to ensure accuracy. 

Step One: Map Your Fields 

In this step, you will run down your uploaded columns and match your file columns to database fields (e.g., First Name, Email).

  • Select Edit , then match your fields

  • Select Next to work with the next mapping field 

  • You can also remove the field completely by selecting to remove the field.  

 

Step Two: Apply Advanced Upload Preferences 

You are given the option to pply Advanced Upload Preferences such as: disabling the option for the system to match existing contacts.

Step Three: Sample Your Data 

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