How to Map Fields in Unito

Your flow's field mapping table defines the relationship between fields in connected tools, and determines how real-time updates occur for each pair of fields.

What does this article cover?

• What is a field mapping in Unito?
• How to create a new mapping
• How do I delete a field mapping in Unito?
• Understanding Sync Direction Limitations
• Why can't I change flow direction for some mappings?
• Adjusting field values (the gear symbol)
• Why can't I map users?

What are fields in Unito? Fields represent the details of each item in sync in your connected tools: title, description, assignee, attachment, etc. 

What is a field mapping in Unito?

Each field mapping in your flow represents the link between a pair of fields in your connected tools.

Unito lets you sync fields between work items (e.g., tickets, spreadsheet rows, contacts, etc.) so that information in one tool is always up-to-date with information in your other connected tool(s). 

The field mapping table is found in the fourth step of the flow builder:

Here's an example of a table of field mappings in Unito:

Many fields are similar enough — such as comments or due dates — that you can tell Unito to map them automatically before selecting your fields manually. Once you reach the screen pictured above though, you'll have to choose individual field mappings. 

Here's how it works:

How to create a new field mapping

Find the + Add mapping button at the top of your field mappings and click on it. Scroll all the way to the bottom of your field mappings, and you'll see two dropdown menus allowing you to select a new field.

Pick your first field, and Unito will automatically narrow the list down to the fields it can actually be mapped to. Once you've chosen your two fields, you can change the sync direction for that mapping.

Some fields — like the description footer — can be mapped to multiple fields, while others can only be mapped once.

How do I delete a field mapping in Unito?

To delete a field mapping in Unito, simply move your cursor over the mapping you want to remove and select the trash can icon on the right. 

How to change field sync direction

Each field has its own sync direction controls, much like flow direction. This controls the flow of information in synced pairs of work items.

• With 1-way sync direction in all of your field mappings, data will only update automatically from one tool to the other as changes are made in the source tool.
• With 2-way mappings, changes made in either tool will automatically update the other.

In this case, changes to any of these fields in either tool will update in the other tool, except for Number to Incident Number, and Link to Item which will only appear in the Description footer of the other tool but no changes to that description will affect the link. 

Understanding Sync Direction Limitations

When setting up sync direction for your field mappings, you may find some options greyed out. This is because they can only sync one way, due to technical limitations in the tools themselves or a lack of a corresponding field in the destination tool. In those cases, a workaround is to sync those fields to the description footer.

In the example above Attachment → Description footer, you can't meaningfully change the footer to affect the original attachment, so 2-way updates don't make sense here.

The exact mappings affected by this will depend on the tool pairing you're syncing. To test this out, just add a new mapping.

How to customize an existing mapping

You can change one of the synced fields by clicking on one of the drop-down for an existing field mapping. Once you save your flow, Unito will simply update your flow according to the rules you've set.

Adjusting field values (the gear symbol)

You can customize field mappings with labels, tags, or other types of statuses and drop-down fields with more precision.

Click on the cog (or gear) icon beside the fields with a drop-down list associated to them. You'll then see values within that field mapping. This is where you can decide how a drop-down field in one tool corresponds to a drop-down field in another. 

In the example above, I've built a flow between two Trello boards and told Unito that my red label in one board should match with the red label in another.

Here's another example with a custom field that includes a drop-down menu:

There are a few things you can do here to customize this kind of mapping further:

• Add a new pair: When you click on + Add more labels & labels you can add a new pair of mappings, and choose labels from both drop-downs, just like when you add a regular mapping.

• Delete a pair: When you hover over a pair of mappings, a trash can will appear on the right, similar to main field mappings. Click on it to delete a mapping.

• Build a group pairing: Did you know you can map multiple labels from one board to a single label on another? All you need to do is click on the plus sign on either side and add the label you want to map under the right group.

Why can't I map users?

Users and assignees can't be mapped at the field mapping stage. To map users, you need to go to your workspace settings. All you need to do is click on the profile icon in the top-right of the screen and click on Members & active users.