Product Update! New look to Client Mappings

Today, we released a major facelift to the way you use BrightGauge's client mappings tool. For those who work deep in putting together BrightGauge Client Reports, the client mapping tool is a huge time saver.

You may wish to use client mapping when you have multiple datasources where a clients name may appear slightly different across each of them. Client mappings help tell your data how to parse your information based on each client. This is especially helpful for when you're putting together client reports and need to dictate who receives what reports.

Once logged into BrightGauge, click on "Data" on the top right corner and select "Client Mappings" from the drop down menu.

Adding Client mapping

To add a new client, click “Add a Client"

Use the auto mapping search bar

The client mapping process now happens in 1 modal instead of 3 separate screens. When the modal opens, you can name the mapping and search for the client using the search input. This will search through your featured integrations.

Single mappings (client pill)

If the search finds a match, it will show as a client pill similar to the linked filter pill. If it matches incorrectly you can remove the pill by clicking the "x" icon.

Single Datasource Search

If the auto mapping search does not provide a result or an incorrect mapping click the "+" icon on the datasource row. In the search bar, proceed to enter the name for this client EXACTLY as it appears in the corresponding datasource database. It will search again and you can select the appropriate one from the drop down list.

If a client has multiple names for the same datasource (bundling child accounts into a parent account or multiple sites into one account), you can use this method to combine all of them.

Make sure to check the names across all datasources. If you are mapping multiple accounts into the same client, you’ll have to search in each datasource.
Once all selections are made, make sure to save the edits by clicking on the "Save" button at the bottom.

Editing/Deleting

Once a client mapping is created you can edit or delete it using the 3 ellipses (more options) menu on the right.

The next step is to assign recipients (contacts) for this client. This is only needed in order to have reports emailed directly to them. Use the ellipses (more options) menu on the right and click on "Client recipients" to launch the modal.

Start by typing the client’s name or email address. If you already have them as a recipient or contact in your account, then it will show those results. If you want to add a user that's not listed, use the form below the user listing window. You can add as many recipients as you would like. You have unlimited viewer licenses that may be used.

If you'd like more help setting up client mappings for your BrightGauge and clients, send us a note here.