Why Do I Need To Map Fields When Importing Transactions?
Why Do I Need To Map Fields When Importing Transactions?
We need fields to be mapped in order to:
Perform certain
calculations
(ex: calculate
revenue
or
profit
)
Prevent duplicate
transactions
from being created (ex: mapping to the Unique ID category)
Extract
currency symbols
from fields
Understand if a value is an amount vs. a percentage
Allow you to use
advanced search
for transactions
Enable
scoring
of transactions
Etc.
We try to make the mapping as painless as possible by:
Analyzing your data to guess likely
mappings
Remembering your
mappings
for future imports
Enabling automated imports from
connections
To learn more about system vs. imported fields, click
here
.