What are fields?
Think of all your content as data in a table. In your table, you have cells that are filled with information. Those are fields in the EventPilot database. Most fields display in the platform for the end users to see or search on. Some fields are internal only, such as ID fields or speaker's emails.
What is field mapping?
Your source data table has column headers. Your session data may have one columns for session titles but the header may be called "Session Labels"
That column, or field, in EventPilot is called "Session Title"
When you field map, you link the label of your data to the label in EventPilot. During import, the system will then know to bring your content from your column Session Labels into the EventPilot field Session Title.
Where do which fields appear in the platform?
Refer to the data specification document which displays all tables and available fields. It includes screenshots to display where which field appears in the platform.
How do I map fields?
In the CMS, find the source import you want to update and click the pencil icon.
Click on step 3, Mapping.
The dialog displays samples from your first row of data, the labels of all your table columns, and a drop down choice where you want to map something to.
Example of a field map for agenda data. Many of the table column headers are the same as in EventPilot but some are different - for example "Stop Time" is mapped to "End Time":
Note: if you are using the EventPilot Legacy version, click on the label of the import source to access the field map tab.
I am not seeing data in the app that I know is in my data source?
- Is the data in the CMS? Go to the respective page in the CMS > use the search above the table to double check the data is in the CMS. If it is in the CMS, publish your data and accept the data update in the app. If it's not in the CMS, continue with the next step:
- Check your data source - has the data been entered in a field that EventPilot receives?
- Check your data export (the CSV file you are trying to import or are linking to) - does it contain the data?
- For example: a client was using an Abstract Management System (AMS) that generated CSV files for the client. The client had entered data in the AMS but the data didn't show in the app. Checking the CSV generated by the AMS revealed that this data column was never added to the CSV in the first place or it was empty. Contact your provider or IT who generates your content that is imported into EventPilot.
- Check your field mapping CMS > page > click on the import source > Field Mapping > is that field you want to bring in not being imported? Map it to the field you want to imported it.
- Check if the data is excluded during imports. If there are errors in the source data, the data rows will be excluded by the system automatically and won't be imported.
Which Filter do I map my keywords to?
Each table has up to 4 filters labeled in the data mapping as Filter 1, Filter 2, Filter 3, and Filter 4. You can map your keywords to either one and import the data. The Filter card below each import source card allows you to label each filter and change the display order or completely hide a filter (click the x next to the filter).
Important: If you are using the Credit API Add-On, the Session Filter 3 is reserved for the credit keywords. If you are using the Virtual Sessions Add-On with the Zoom integration, Filter 4 is reserved for keywords that trigger the automatic creation of Webinars or Meetings in Zoom.
Learn more about Filters.
How do I add additional data that is not my source?
You can use an associative import, where you set up a separate datasource that simply contains two columns: one for the item ID (e.g. your session ID) and one for the item you want to associate (e.g. a filter keyword). (Video tutorial)