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Saved mappings

Applies to v1.7+ · ~5 min read · Import guides

Saved mappings remember how columns in your vehicle or job file connect to Scheduled Routes fields. Review them whenever a source file changes.

Review vehicle mappings

  1. Open Data Setup → Manage Import Profiles.
  2. Select Vehicle Profiles.
  3. Choose a profile from the list and review Last used, Mapping health, File name, and Mapping Preview.

Manage Import Profiles showing the Vehicle Profiles list and selected mapping details.

  1. Select Edit Mapping to open the full vehicle mapping.
  2. Check every customer-file column, its Scheduled Routes field, required status, and mapping status.
  3. Review Vehicle Preview, then select Save Mapping if you changed anything.

Edit Vehicle Import Profile showing field status, AI Assistant, and Vehicle Preview.

Review job mappings

  1. Return to Manage Import Profiles and select Job Profiles.
  2. Choose a profile and review its file name, mapping health, and mapping preview.

Manage Import Profiles showing the Job Profiles list and selected mapping details.

  1. Select Edit Mapping to review required and optional job fields.
  2. Compare the mapping with Job Preview and select Save Mapping if you made a change.

Edit Job Import Profile showing mapped fields, AI Assistant, and Job Preview.

Create or remove a mapping

  1. Select Import New Profile to create another vehicle or job mapping from a representative file.
  2. Select Delete Profile only when the mapping is no longer used by daily imports or Automation.

When a file layout changes

Do not keep using an old mapping without review. Open Edit Mapping, correct the changed columns, verify the preview, and save before importing operational data.

Related: Import your vehicles · Import your jobs · Vehicle file reference · Job file reference