Overview:
Field mapping ensures your CSV columns align with Laywork’s lead properties. Validate mappings to prevent data misplacement.p.worksuite
Steps:
In the Bulk Add uploader, review the Auto‑Mapped Fields suggested by AI.
For any unmatched column, click the dropdown and select the correct lead property.
Use Preview Mode to see a sample of how data will be imported. help.worksuite
Correct any obvious mismatches (e.g., mapping “CompanyName” to “Lead Source” by mistake).
Click Validate & Import to finalize.
Tips & Best Practices:
Map Custom Fields only after they’re created in Laywork to avoid “Unknown Field” errors.
Save your mapping configuration if you frequently import similar files.
Troubleshooting / FAQs:
“Unknown column” error: Create or rename the custom field in Laywork before importing. e
Data ends up in wrong fields: Revisit your mapping and use the preview to catch mistakes.