You can create a map for each import type and save it to use with later imports. The only exception is the 1042-S import which is pre-mapped.
How to Save a Map
1. Upload your file. Then, in Imports History, click Map for the import, and click Map columns.
2. For each Calculus field, select the matching column from your spreadsheet.
3. In the Map Name field, enter a name for the map.
4. When you finish mapping, scroll to the end of the page and click Save & Apply. Calculus applies the map to this import and saves it for future imports.
To create another map for the same import type, repeat these steps.
Note: Start each new map from a blank mapping. Don’t load a saved map first as this will edit the loaded map rather than create a new map.
How to Use a Saved Map
To use a saved map, click Load Map.
Calculus lists all your saved maps for this import type. Click the map that you need, and Calculus maps the columns for you.
Caution: Make sure that the map matches the columns in your spreadsheet. If a spreadsheet column isn’t mapped, its data will not be imported.
For example, if your spreadsheet has an electronic consent column that the map doesn’t include, Calculus will not import the consent data.
Note: To easily check the mapping before any import, go to Imports History > Map > Preview mapped columns.
From here, you can see the mapping that has been applied including:
- The field name in Calculus.
- A sample of data from the first row of user data in the spreadsheet you are importing under the column mapped to that field.
- The column name you have mapped to that field.
How to Edit a Saved Map
To edit a saved map, load it first, and then change the mapped columns:
- To re-map a field in Calculus to another column, select the column from the dropdown for that field.
- To remove a mapping, set the dropdown back to --Please Choose--.