The Template library

The Template library is the place to browse every ready-made column mapping Operelio ships. Each template is a pre-built recipe that takes a known export (a LinkedIn Sales Navigator CSV, an Apollo People export, a Mailchimp subscriber list, and so on) and maps its columns to a specific CRM's import fields. Cleanup defaults are baked in too: trim whitespace, standardize email, and split a single Name column into first and last, or combine first and last into one Name where the CRM has only one.

There are two ways to reach the library. The public catalog lives at /templates and is open to anyone, including visitors who have not signed up yet. Inside the app, it is the Built-in templates view on Home's Templates and mappings tab, next to your own saved mappings. It opens on the CRM you connected, if you have one, and you can narrow it to one kind of export, like data providers or ecommerce.

Browsing the library is the right starting point when you want to see what is possible before uploading a file, or when you know the source and destination but want to confirm a template covers it.

Every template pairs a source export (LinkedIn, Apollo, Mailchimp, and so on) with a target CRM (HubSpot, Salesforce, Pipedrive, Zoho, monday CRM, Freshsales, Close, or Copper). In the app, each built-in template is a row: the export it reads under Template, the CRM under To, and how many columns it maps under Columns mapped. Hover the name to read what the template does.

On the public catalog, pick your export under From, your export and your CRM under To, your CRM, or open a template from its CRM's list, to reach its page. In the app, click the row, or Use, to open the CRM Formatter with that template. A template's page shows the exact source columns the template expects, the CRM field each one maps to, the cleanup settings that run by default, and a sample of what the output looks like. Reading the detail page before you upload is the fastest way to confirm a template fits your data.

In the app, three filters narrow the library quickly. The Export from list on the left groups templates by kind of export (LinkedIn, Email marketing, Google and Microsoft, Ecommerce, Events and scheduling, Forms, Support and messaging, Data providers, CRM migration), with a count for each. The CRM menu narrows to one CRM: it opens on the CRM you connected, if you have one, marked Your CRM, and All CRMs shows every one. The search box matches the export, the CRM and the description, so typing "hubspot" or "apollo" jumps to the relevant slice.

The fastest path is usually: pick the kind of export that matches yours, then pick your CRM. If you already know both the source and destination (for example Apollo to Salesforce), search for the source name and the matching template will be in the first few results.

If you know the CRM but not which export you will get, start from that CRM's own page instead of the grid. Each of the eight supported CRMs has one at /templates/<crm>, so HubSpot is at /templates/hubspot and Salesforce at /templates/salesforce.

A CRM page lists every field that CRM's import fills, with the API name for each one, and every template that targets it. It also names the fields the CRM requires, which is the fastest way to find out whether your export is missing something before you upload it rather than after the import fails.

Picking a template from the public catalog sends you to sign-up with the template carried in the URL. After signing in, the CRM Formatter opens with the template pre-applied. Upload your file on the next step and the columns map across automatically. Review the mapping, adjust anything Operelio got wrong, and run.

Picking one inside the app is a single click on Use in its row. Either way, you can still override every individual column mapping on the Map step, and you can tweak cleanup settings (case standardization, email normalization, phone formatting) on the Review step before running.

Templates are a shortcut, not a constraint. If you apply a template and then change three column mappings, those changes apply to this job only. The template itself is not modified. To make your changes permanent, save the result as your own mapping (Starter, Pro, and Agency plans).

There are two types of templates in the system. Built-in templates are the 168 Operelio ships, available on every plan; they show in the public catalog and under Built-in templates on Home's Templates and mappings tab. Saved mappings are ones you created yourself by mapping a file manually and clicking Save mapping; they live on the same tab, under Mappings.

Inside the CRM Formatter, after you upload a file, the From box on the Format step lists built-in sources best match first, and fills in the one your file matches. To load one of your own saved mappings instead, use the Load mapping menu on the Map step. Both paths reach the same Map step, so you can switch approaches mid-job without losing work.

On the public catalog at /templates, only built-in templates show; saved mappings live behind login because they belong to your account.

If your export does not match any of the 168 built-ins, you have two options. The first is to pick the closest one and adjust the mapping; templates fill in sensible defaults, and the auto-mapper handles any remaining unmatched columns against the target CRM format. The second is to skip templates entirely and map your file manually against any CRM format or the Generic format. Manual mapping is fast on well-named columns: Operelio auto-detects "First Name", "first_name", "fname", and similar variations.

If the same source comes up repeatedly and you would rather not redo the work, save your mapping after the first run. From then on, your saved mapping lives on Home's Templates and mappings tab and is one click away from the Load mapping dropdown on the Map step, ready to apply to every subsequent file.

For a deeper look at how Operelio suggests templates automatically once you upload a file, see the Picking your file's source guide.