Table of contents:
What's a field mapping?
Field mappings are how Unito matches up information across tools, so that your work items sync up properly. It's a bit like translation. Many fields are similar enough — like comments or due dates — and Unito will map them automatically. This can usually cover most use cases. However, you can also customize your field mappings in just a few clicks. That way, you can tailor your flow to your use case.
Here's how it works:
How to delete a mapping
Find an automatic mapping that doesn't fit your use case? Maybe you made a mistake and need to correct it? Deleting a field mapping is easy. All you need to do is hover over the mapping you want to delete. A trash can icon will show up on the right side.
Click on the trash can and boom! Mapping deleted.
How to change flow direction
Flow direction controls which way information moves. In one-way mappings, data will only go from one tool to the other. With two-way mappings, there's a back-and-forth of information between tools. You can set flow direction for your entire flow, or on a field-by-field basis. Most fields sync information back and forth between tools, but some only sync in one direction. Changing flow direction for a field is super simple.
See the arrows in the middle of each field mapping? You can change flow direction by selecting a different arrow.
Why can't I change flow direction for some mappings?
When you set up flow direction for your field mappings, you'll find that some of them are greyed out.
That's because they can only go one way. Most mappings can be set for two-way updates or one-way updates, but some can only be one-way. This is rare. Sometimes, it represents a technical limitation in the tools Unito is syncing. Most of the time, it's simply because a one-way update just makes more sense for that mapping.
A perfect example of this is the Attachment → Description footer mapping you see in the above screenshot. With this mapping, any attachments you add to work items in one tool will be listed in the description of the other tool. Since there aren't really any changes you can make in the description footer that would affect the original attachment, it doesn't make sense to have two-way updates here.
Here are a few examples of field mappings that can only be one-way:
Any mappings including a description footer
Mappings that include the name of a board, project, or repository
A mapping including an issue number
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 create a new mapping
Not seeing a mapping your use case needs? 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 flow direction for that mapping.
Remember that some fields — like the description footer — can be mapped to multiple fields, while others can only be mapped once. If the field you want to map is in the later category, you'll either have to delete it or re-map it.
How to customize an existing mapping
There are two ways you might want to customize your field mappings. The first way is changing what a field is mapped to. All you need to do is click on one of the dropdowns for an existing field mapping, and change the field you want to map to.
Some fields give you a bit more customizability. For example, you can customize a mapping that matches up Trello labels to Asana tags so that specific labels are matched to specific tags. To do that, just scroll down to the right mapping. You'll see a cog to the left of the mapping. Click on that.
In this example, I've built a flow between two Trello boards. Because I have similar labels on both boards, they were automatically mapped by Unito. There are a few things you can do here to customize this mapping:
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 dropdowns, 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.
To learn more about mapping users, check out this article.