Mapping and export is a new function added to Capture. This feature allows you to create mapping formats and rules for entity sets that have already been extracted or uploaded new documents.

To begin, navigate to the Mapping page within Capture.

Mapping Formats

1. Mapping format name
2. The identifier column is used to identify what data will be mapped into that row
3. Map data into specific columns
4. Create a new mapping format
5. Clone or delete the mapping format
6. Submit once the identifier column and additional columns are identified

Mapping Sets

Mapping Rules

Rules for Captured Data

1. Name the rule
2. Choose whether the data type is a LABEL or a FILE type. FILE type is used when there is relevant info in the file name, such as date, company name, etc. Usually combine FILE type with a Conversion
3. Choose whether the data type is a key or a value. NOTE: most key-value models can detect the labels by itself. This is more so for multi-label extraction and not key-value models
4. Choose whether a conversion is needed on the extracted data i.e. date, time, etc
5. Choose which column the data is exported to. Use the check box to hide the data in the mapping result for the identifier
6. Choose whether to map for specific text phrases. Rules with text filters only work when the value for the label or the column matches the filter text. Use the check box to hide the filtered out row. For example the mapping result above will only include rows with the ‘Test Identifier 1’ column value ‘Gas’ or ‘Heat’ etc
7. Submit changes when done

Rules for Uploaded Data

1. Name the rule
2. Identify the row number from the uploaded file that contains the column headings
3. Choose whether the data type is a COLUMN or a FILE type. FILE type is used when there is relevant info in the file name, such as date, company name, etc. Usually combine FILE type with a Conversion
4. Identify the original data to be mapped. In this example, the identifier column to be exported is originally called id_column
5. Choose whether a conversion is needed on the extracted data i.e. date, time, etc
6. Choose which column the data is exported to. Use the check box to hide the data in the mapping result for the identifier
7. Choose whether to map for specific text phrases. Rules with text filters only work when the value for the label or the column matches the filter text. Use the check box to hide the filtered out row. For example the mapping result above will only include rows with the ‘Col 1’ column value ‘Gas’ or ‘Heat’
8. Submit changes when done

Mapping Data

1. Filter by data types, mapping rules, and/or filenames
2. Select mapping data
3. Preview selected mapping data
4. Export selected mapping data to CSV or XLSX files
5. Add data from entity sets
6. Upload data from CSV or XLSX files
7. Edit mapping rule for the selected data
8. Delete the mapping data

Add Captured Data

Upload Data

Preview for Mapping Result