Column mapping
How auto-detection works, how to adjust mappings manually, and how cleanup options affect your data.
By Operelio team
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How auto-detection works
Operelio matches your column names to CRM field names using common patterns. "First Name" maps to the first name field. "Email Address" maps to email. "Phone Number" maps to phone. Variations like "fname", "e-mail", and "tel" are also recognized.
The matcher is case-insensitive and ignores underscores versus spaces, so "first_name", "First Name", and "FIRST NAME" all resolve to the same field. If your column header uses unusual notation (camelCase plus dot notation, like contact.firstName), it may not auto-match. Check the mapping before running.
Auto-detection is a starting point. Always check the mappings before running, especially if your column names are unusual.
Adjusting mappings
Click any mapped field to change it. A dropdown shows all available CRM fields for the record type you chose. You can also mark a column as "Skip" to leave it out of the export entirely. Required fields are marked with an asterisk. Operelio warns you if a required column is unmapped or empty in any row, but does not block export.
Merging columns into one field
If your data has separate columns that should combine into a single CRM field (like "street", "city", "state" into "address"), you can merge them during mapping. Pick the target field, select the source columns, and choose a separator. Operelio combines them in order.
Cleanup options
Several cleanup toggles run during export:
Use the Remove unmapped columns toggle to keep notes or internal columns in the export when you are debugging. Turn it off and any column you did not map still appears in the output file alongside the CRM-mapped columns.
| Option | Default | What it does |
|---|---|---|
| Trim whitespace | On | Removes leading and trailing spaces from every cell. |
| Standardize email | On | Lowercases and trims email addresses. |
| Standardize phone | On | Strips non-numeric characters except a leading +. |
| Standardize country | Off | Normalizes country names and codes ("United States" and "US" both become the standard form). |
| Title-case names | On | Converts name fields to title case. Preserves all-caps abbreviations (CEO, VP, LLC). |
| Split full name | On | If you map a "full name" column but the CRM has separate first/last fields, Operelio splits them. Handles "Last, First" and "First Last" formats. |
| Combine names | Off | The reverse of split: combines separate first and last name fields into a single name field, if your CRM needs it. |
| Remove blank rows | On | Drops rows where all mapped fields are empty. |
| Basic deduplication | On | Removes duplicate rows (by email if available, otherwise full-row match). |
| Remove unmapped columns | On | Drops any columns from the output that were not mapped to a CRM field. Turn off to keep extra columns in the export. |
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