Saved mappings

After configuring your column mappings in the CRM Formatter, type a descriptive name under Save this mapping at the bottom of the Map step and click Save mapping. A good name includes the source and destination, like "LinkedIn export to HubSpot contacts" or "Mailchimp list to Pipedrive persons". The mapping remembers which source columns go to which CRM fields, along with your merge, split and constant-value setup and all your cleanup settings. Push settings are not part of it. Create and update and fill blank versus overwrite sit with the CRM connection instead, and you pick the owner on the push screen each time, with the report beside them, so loading a mapping can never quietly change what happens to your CRM.

Save when you'll see this source again: recurring weekly Mailchimp exports, monthly client lists, repeat LinkedIn pulls. Don't save one-off files; the saved-mappings list fills up fast and you'll wonder which is which.

Worked example: a sales-ops manager runs a weekly Mailchimp to HubSpot import. The first run is mapped by hand and saved. Later runs load the saved mapping, so the columns map themselves.

Next time you upload a file with the same column structure, load your saved mapping from the Load mapping menu on the Map step. Every column it recognizes is mapped at once. If the new file has columns the saved mapping does not recognize, those columns are left unmapped and you can assign them manually.

Find, rename, and delete saved mappings on Home's Templates and mappings tab (deleting one takes a workspace admin). If your source data changes (new columns added, old ones removed), load the mapping, adjust it, and save it again under the same name.

Operelio includes pre-built mapping templates for common scenarios: LinkedIn export to HubSpot, Mailchimp export to Salesforce, and others. Built-in templates are not in the Load mapping menu: pick one under From on the Format step, or click Browse templates on Home's Templates and mappings tab. They work as starting points. Load one, adjust to your data, and save it as your own.