Glossary
Data Management

Field Mapping for CRM Data Imports

By: Alec Hollingsworth
Updated:  
July 16, 2025

Definition:

Field mapping for CRM data imports matches columns from external data sources to the correct fields in your CRM, ensuring accurate, organized data transfer.
Field mapping for CRM data imports is the process of aligning columns from an external data source (like a spreadsheet or another CRM) to their corresponding fields within your CRM system. This ensures that each piece of information—such as names, email addresses, donation amounts, or volunteer hours—lands in the correct place within your CRM database. Proper field mapping is essential for accurate data migration, maintaining data integrity, and ensuring that your team can efficiently use and report on the imported data. It typically involves reviewing both the source data structure and the CRM’s data fields, then matching or creating custom fields as needed to capture all relevant information.

Key Takeaways

  • Ensures accurate data migration into your CRM
  • Prevents data mismatches and loss
  • Supports custom and standard fields
  • Streamlines onboarding and ongoing updates
  • Critical for data-driven decision making

Why It Matters

Accurate field mapping prevents data loss and errors during CRM imports.

Real World Example

Imagine a nonprofit switching to Keela from another CRM. Their donor spreadsheet includes columns for 'First Name,' 'Last Gift Date,' and 'Preferred Contact Method.' During Keela’s import process, the team uses field mapping to ensure 'First Name' is matched to Keela’s 'First Name' field, 'Last Gift Date' to 'Recent Donation Date,' and creates a custom field for 'Preferred Contact Method.' This careful mapping ensures that no critical donor information is lost or misplaced, and staff can immediately access organized, actionable data within Keela.

Frequently Asked Questions

What is field mapping in CRM data imports?

Field mapping aligns columns from your import file with specific fields in your CRM, ensuring information lands correctly during data imports.

Why is field mapping important for nonprofits?

Proper field mapping ensures accurate donor, volunteer, and contact data, supporting engagement and reporting without loss or confusion.

How does Keela assist with field mapping?

Keela guides users through mapping each column to standard or custom fields, reducing errors and making data onboarding seamless.

Can I create custom fields during the import process?

Yes, Keela allows you to create and map custom fields during imports to capture all unique data relevant to your organization.

Related Terms

Accessibility Compliance
Automation Trigger in a Nonprofit CRM
Average Gift Size
Board Member Profile
Bounce Rate
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