Import Mapping Assistant

When importing data, matching fields from an external file to the correct system fields has traditionally required manual review and setup. Differences in field names, formats, or file structures can make this process time consuming and error prone. To set up your import, review Add an Import.

Import Mapping Assistant is powered by Blackbaud AI, and helps simplify the import process by automatically analyzing import files and suggesting accurate field mappings directly within the import workflow. Mappings are automatically generated when a new parameter and import are added. These suggestions appear during the import workflow, where users can review, accept, or adjust them before completing the import.

When you update a mapping, only unmapped fields are updated to prevent existing mappings from being overwritten. To map an import after you upload a file to an existing parameter, clear the existing mapping first.

Note: Over time, Import Mapping Assistant learns from prior imports to improve future mapping suggestions, helping organizations import data faster and with fewer errors.

Tips for Working with Import Mapping Assistant

• Use clear and consistent column headers in your source file so suggested mappings align with the right fields.

• Review each suggested mapping before you finish the import, especially for dates, amounts, and IDs.

• Keep confirmed mappings in place for recurring imports to reduce setup time and improve consistency.

• Clear existing mappings when you upload a file with a different structure so the assistant can generate fresh suggestions.

• Run a small test import first to confirm mapping accuracy before you process a larger data file.