Overview
Export Mapping Templates simplify your Export Task workflow by allowing you to quickly apply predefined mapping and transformations to new export tasks. These templates come in handy when you find yourself creating export tasks for identical file layouts time and time again.
In this article, we’ll walk through creating, managing, and applying your Mapping Templates to Exports.
Important Notes About Export Mapping Templates
You must have the Administer Data Templates permission to create and manage Mapping Templates.
Mapping Templates will map the columns of your data for you, but you can still modify any field after applying a template.
Updating templates on the Mapping Templates screen will not affect any previous Export Tasks that used that Template.
Accessing Export Mapping Templates
Mapping Templates for Imports can be found under Data + Automations > Import + Export > Mapping Templates > Export Mapping Templates.
Creating a New Template
Option 1: Create a New Template on the Template Screen
Navigate to Data + Automations > Import + Export > Mapping Templates > Export Mapping Templates.
Click the + button.
Enter a name for your Template and click Confirm.
Click the + Add a Mapping to start adding fields to your Template.
<insert gif>
Option 2: Create a New Template on the Export Task Mapping Tab
Navigate to Data + Automations > Import + Export > Exports.
Create an Export.
After mapping all the fields, click the Save as Template button.
Enter a name for your Template and click Confirm.
Types of Columns
While creating templates from scratch, when you click the + Add a Mapping button, a sidesheet will come up where you can select the type of column to add to your Template.
Standard: Select a field in the database to export.
Calculated: Create a formula that performs actions or manipulates the data on its way out of Element451
Unmapped: Creates an empty column unless later mapped.
Editing and Duplicating Templates
To edit export templates, head to Data + Automations > Import + Export > Mapping Templates > Export Mapping Templates.
Click the Template you want to edit and start making your changes.
The changes will save automatically.
Duplicating export templates is similar to duplicating Word documents.
Click on the Template you want to duplicate.
Click the Save as Template button in the corner.
Name the Template and click Confirm.
Applying a Template
Navigate to Data + Automations > Import + Export > Exports.
Start a new Export and select Data.
Select your Segment and Repeat Rows Setting.
On the Mapping tab, click the Load template button. If it is a template you created, you will find it under Custom Templates.