๐Ÿ“Œ Overview

Mappings in cofi.ai let you align and standardize values across your databases and sources โ€” ensuring that similar data points (like โ€œUSโ€, โ€œU.S.A.โ€, and โ€œUnited Statesโ€) are treated as one consistent value throughout your workspace.

This article explains how to create, configure, and apply mappings in your workspace, step by step.


๐ŸŽฏ What a Mapping Does

Mappings act as a translation layer between data sources and standardized workspace values.

When data is imported from different systems, the same entity may appear under slightly different labels.

Mapping lets you reconcile those differences so reports, dashboards, and filters always reference a single, unified value.

Source System Original Value Mapped To
Salesforce US United States
NetSuite U.S.A. United States
CSV Upload America United States

โž• How to Create a Mapping Table

1. Navigate to Data Sources

2. Name and Describe the Mapping

๐Ÿ’ก Tip: Include a prefix (e.g., โ€œMAP_Regionโ€) for easier identification in your schema list.

3. Add Mapping Data