If you import files with the same column structure regularly — e.g. a monthly export from your donation platform — save the mapping and reload it on the next import.
Save a mapping
During Step 4 (Review and submit) of the import wizard, click Save mapping and enter a name.
The mapping is saved to your workspace and is available to anyone with import permissions.
Load a saved mapping
When you reach the Map columns step on a future import, click Load mapping and select the one you want. Columns are pre-matched automatically.
Manage saved mappings
From the Import page, open the Saved mappings section to:
- View all saved mappings
- Delete mappings you no longer need