Nextiva Contact Center: Field Mappings

Article 000003488 · Updated Jun 10, 2024 · 1,273 views
A field mapping converts external objects, such as CSV tables, into Nextiva native objects. This is so that the Nextiva application can easily use imported items. They map data fields from the CSV file to fields inside Nextiva JSON objects. To do this, the CSV file must be formatted correctly.   

Field mappings can be used in campaigns to map leads for the dialer. They can also be used in Load Objects to import contacts, consent numbers, DNC lists, etc. 

Creating a Field Mapping

Search for the Field Mapping icon in the Options Menu. Click Plus (+) to the right of the Search field. Enter the required information under each tab.

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Information Tab

SyntaxDescription
NameThe name of the Field Mapping. The name you enter should be meaningful so other administrators can easily understand it and make it easy for you to know when assigning Field Mappings to campaigns or loading objects. 
DescriptionThe description of the Field Mapping.
File NameWhere you select the file, you wish to import. Field Mappings will take the headers from the file and make them available in the Map Field section. 
Mapping SchemaThe target JSON object in Nextiva. Different schemas will have different fields for your data. 
 
NOTE: Once you have created the field mapping, you can reuse it every time you import data so long as the CSV file contains the same format each time you import.

Fields Tab

The Fields Tab is where the Map Fields are. Here is where the JSON fields are, and a drop-down on each with the list of CSV headers is provided, hence creating the map.

Assigning a Field Mapping to a Campaign

Once you have created the Field Mapping, you can assign it to a campaign.  

Search for the Campaign icon in the Options Menu and select the campaign. Scroll down to Field Mapping and select the File icon to choose a field mapping to upload predictive and progressive lists. Click OK.  

You can also use Field Mapping under Load Objects to upload a large list. For example, adding a large number of contacts, campaign addresses, or phone numbers to your company's local do-not-call list.  

Select the File icon to the right of Field Mappings and select the field mapping. Click OK
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