In this video we will be going over the bulk mapping or manage mapping feature. This is a feature geared towards our clients who have the need to map multiple clients at once.
Manage mappings can be found on the manage services screen at the bottom right hand corner. It’s right next to the update dashboard button.
Please note that only super admins can access this feature.
Before we can start to use this feature please note that service you are trying to bulk map for needs to be connected in the dashboard. If it is not connected you will not see it appear in the drop down. This is also true for the clients you are trying to map up, they need to exist in the dashboard before being mapped.
The first thing you will do when you are brought to the manage mapping screen is to select the service you would like to map.
Then click download. Why are we exporting before we import? There are key things from this file that we need before we import.
Once the file is downloaded, opening it on your computer.
Once opened, here is where you can add all the clients you are looking to map. So in this case we will map tapclicks to the rest of these.
Once we are finished mapping hit save and return to the dashboard.
Now we need to upload the file we just saved, we will choose the file and select the file. Then select upload. You’ll see we get a file to download, with all the success and failures that happened throughout the mapping process.
Once finished update your dashboard and you will be able to see all the new mappings that we have created.