Column mapping
Column mapping tells Mekusheret which board column is the name, which is the amount and which is the email — so every field fills in automatically on each issue.
What column mapping is
Every board has columns with names you chose. Mekusheret can't guess that a column called “Client” is the customer name, or that “Amount due” is the amount. Mapping is the one-time setup that links your board columns to the document fields.
Set up the mapping
- 1
Open Mekusheret settings
On the board, open Mekusheret settings and choose “Column mapping”.
- 2
Pick the name column
Choose which column holds the customer name or details.
- 3
Pick the amount column
Choose the numeric column that holds the amount to charge.
- 4
Pick extra fields (optional)
You can also map an email, item description or phone number.
- 5
Save
Once saved, the details are read automatically on every issue.
The column mapping screen
A screenshot of the mapping screen will go here.
Tips for a clean mapping
- Make sure the amount column is a numbers column, not text
- Keep customer names consistent across items
- If you add a new column, return to the mapping screen to include it