If you have one or more particular configurations you like to use when uploading your lead lists, you can create multiple mapping templates
and direct the system to a preferred template each time you upload a new list. Mapping templates are exactly what they sound like: they’re templates for mapping, or connecting, your uploaded data to specific destinations within the platform.
Following the above example, say on certain lists the first column contains the lead’s phone number. Meanwhile, the second column contains a unique number you use in your external applications to identify each individual lead.
You can create a template that maps the first column on an uploaded list to the system’s Lead Phone destination. You can also map that second column — in this case, the unique identifier number — to the destination the system calls Extern ID (which is merely the system’s name for an external identification number). So now, next time you upload a list with those columns in that same order, you can just apply the template to that list, and the columns will automatically map to their proper destinations upon upload.
Please note: Template mapping is not based on column names but instead on column order. A template that has lead phone information mapped to column A will always map the lead phone to column A, even if the header and content of that column change to ‘zip code.’