Build a Mapping Template

A mapping template translates one file shape into patients, visits and services. Build it once per source and every run from that source reads the same way.

Before You Start

You need the Administrator role and an example file in the shape you are mapping. Without one there is nothing to map against.

Build It

1. In the sidebar, select Import Mappings.
2. Select Create.
3. Attach the example file.
4. Select Suggest. ClaimPod proposes a mapping from the file’s columns. Treat it as a first draft.
5. Correct each target field the suggestion got wrong.
6. Select Preview to see what a run would produce.
7. Select Save & Activate.

Import Mappings explains the builder’s rows, its per-record tabs and what each action needs.

Result: the template is available to connections, schedules and manual uploads.

Preview Before Activating

Preview shows the records a run would create without creating them. This is the cheapest place to catch a wrong column, because after activation the same mistake becomes rows in an import review queue.

Caution

Changing an active template changes how future runs read the file. It does not revisit what already imported.

Related: Imports · Re-run an Import · An Import or Queue Is Stuck