Processes

What is Data Mapping?

Data mapping is the process of defining how data fields from a source (a PDF invoice, a bank export file) correspond to fields in a destination system (an ERP, a spreadsheet, a database).

Explanation

Data mapping is the translation layer between how data appears in a source document and how it needs to appear in your system of record. An invoice might label a field 'Invoice Total' while your ERP expects 'net_amount'. A bank statement might have date in DD/MM/YYYY format while your system requires YYYY-MM-DD. Defining these mappings is a setup step in any automation workflow. In traditional ETL, data mapping required developer effort. In modern accounting automation platforms, mappings can be defined by accountants in plain language as part of Blueprint configuration.

How Rima relates

Data mapping is part of Blueprint setup in Rima — you define how extracted fields map to your ERP fields or Excel columns once, and Rima applies the mapping automatically.

Learn about workflow setup

Related Terms

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See it in action

Rima automates the manual document workflows accounting teams spend hours on every week.