Plan: Available on every plan including trial (Starter).
Column mapping tells PayBlah which spreadsheet header means invoice number, which means email, and so on. Until you map, nothing durable is written from that file.
How mapping works
- Upload a CSV and click Upload And Match Columns.
- On the mapping step, match PayBlah fields to your columns. Aim to cover the same nine concepts used on Connections: company, first name, last name, email, phone, invoice number, amount, due date, paid.
- Confirm sample rows look correct (right debtor on the right invoice).
- Save / complete the import.
The Import page states that nothing is saved for mapping until the first file teaches PayBlah your column names. The next file can be one click if headers match.
If How Your Columns Map is empty
You will see that nothing is saved yet. That is expected on a fresh workspace. Run one successful mapped import to store the pattern.
Tips for clean data
- Use one email per primary contact when you can.
- Keep invoice numbers unique.
- Use consistent date formats within a file.
- Mark paid rows clearly so chasing does not start on settled invoices.
What this does not do
- Mapping does not change your source spreadsheet on disk.
- It does not send reminders.
- It does not invent contacts for blank email cells — those debtors may be harder to chase by email until you fix the source.