Map sources

A source is one place leads come from, with its own set of columns: a webhook, the senders at one email domain, an API key, or a file upload. Two uploads with different columns, like an Apollo export and a Cognism export, are two sources. Only the column names are compared, so their order and capital letters don't matter.

The first source a trail takes in sets the trail's own columns. Leads and files from it go on as they arrive. When a source with columns the trail hasn't seen turns up, Map sources gives it a mapping onto the trail's columns, so every lead reaches the next step in the same shape.

It works for single leads from a webhook or email, and for files.

With Map sources off, a trail runs what arrives as it is. If a step can't run on a new source's columns, the leads or files are held, and a dashed Map sources tile appears first on the canvas, marked Suggested, not added yet. Click it to see the source's columns and a suggested mapping.

With Map sources on, a source the trail knows uses its mapping. A new source is mapped on its own when every column the trail reads is found without doubt. Otherwise its leads and files wait for you.

Either way, the held lead says: A new source arrived with different columns. Map its columns on the trail, or run it as it is. Nothing from that source reaches your CRM until you choose.

The panel lists the source's columns under From, each with a Trail column it fills. Change any of them in its menu, or pick Not used. An example value from the newest lead shows under each column name, for you only.

The suggestion comes from the column names alone: Operelio matches them against the trail's columns and its saved mappings. On Starter and above, Bridgeant suggests the columns that are left, from their names. It never sees a lead or a cell.

If nothing from the source fills a trail column, the panel names it: steps that read that column get nothing from this source.

Call this source renames it, up to 80 characters. New ones are named for where they came from, like Email from harborhall.com.

One trail column can be filled from two to five of the source's columns, joined in order with a space, like First name and Last name into Name. Under a mapped row, click Add a column and pick the next one. Empty parts are skipped. Not joined in the menu undoes it.

A source can have up to 10 joins, and each of its columns can be used once.

With Map sources on, the panel lists every source with how many leads and files it sent in the last 7 days. Each keeps its own mapping, and later leads and files from it use that mapping on their own.

Open a source to change its mapping, then click Save mapping. Forget this source makes its next arrival count as new again. The trail's own source can't be forgotten, and neither can one with leads waiting on it.

Remove Map sources turns the tile off. The trail keeps its sources.

Only an admin can map a source, run it without mapping or remove the tile. Everyone else sees the panel read only.