Match your columns to fields

Mapping tells the import which column in your file belongs in which field on the record. DealJourney proposes a mapping for you, shown with an AI-konfidensniveau per column (AI-forslag anvendt).

Check every proposal, especially the confident ones. A column mapped to the wrong field imports cleanly and silently — no error, just data in the wrong place, found weeks later. The confidence score describes the guess, not whether it is right.

⟦CSV-kolonne eller fast værdi⟧. A field can take its value from a column, or you can set one fixed value for every row in the file. That is how you stamp a whole import with its source, campaign or owner without adding a column to the spreadsheet.

Custom fields are importable. Any field your company has added appears in the Databasefelt list alongside the built-in ones, so your own project numbers and categories arrive with everything else instead of being typed in afterwards.

Linking to customers. Automatisk Kundetilknytning (Anbefalet) — Kobl {{model}} til eksisterende kunder i din tenant automatisk. Vælg hvilket felt på kunden der skal matches mod, og derefter CSV-kolonnen der indeholder værdien.

You choose what to match on, and the choice decides how well it works:

• ⟦Kundenavn⟧ — Vælg CSV-kolonnen der indeholder kunde-/firmanavne. Vi matcher dem mod eksisterende kunder i dit system (forskel på store og små bogstaver ignoreres).
• Organisation number, which is the more reliable option whenever you have it. Værdierne normaliseres til kun cifre, så formateringsforskelle ignoreres. Names vary in punctuation and legal suffix; registration numbers do not.
• A custom field, when your own reference is what ties the two together. Matcher kunder, hvis brugerdefinerede felt «{{field}}» er lig med værdien i denne kolonne.

Rows whose customer cannot be matched still import — they simply arrive unlinked, which is easy to miss because nothing fails. Check for records with no customer after an import rather than assuming everything connected.

Ryd alle tilknytninger starts the mapping over. Ryd alle tilknytninger og start forfra? Dit filvalg bevares.