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What Is Data Mapping? Techniques & Examples

While data may be one of the most valuable assets in any modern business, it needs to be organized and connected for us to make sense of it and use it effectively. Fortunately, data mapping can help. Whether you're a business owner looking to streamline operations, a department leader aiming to enhance reporting, or a new analyst getting familiar with data workflows, understanding data mapping is your essential first step to gaining insights and achieving success.
In this guide, we’ll go over some common questions, like what is data mapping, why does it matter, and what are some of the common techniques used, as well as cover real-world examples to help you put it into practice.
What is data mapping?
Data mapping is a method where you take data fields from one source and match them to another source. It’s a blueprint for defining how data should move from system to system, so it’s correctly transferred, transformed, and understood across different platforms.
Data mapping helps answer questions like:
- Where is this data coming from?
- Where does it need to go?
- How should it look once it gets there?
This process is the basis for many data-related tasks, including:
- Data integration
- Data migration
- Data transformation
- Data warehousing
- Compliance with data privacy laws
When we lack a proper map, it’s easy for our data to get lost in translation, leading to errors, delays, or security risks.
Why is data mapping important?
As businesses collect and use more data across tools and teams, how we make sure it’s accurate and consistent becomes more challenging.
Data mapping plays a key role in:
- Improving data quality
Mapping ensures that data types, formats, and definitions stay aligned, reducing duplication or inconsistency. - Enabling automation
Clean, structured data is easier to feed into automated systems like dashboards, CRMs, or analytics platforms. - Supporting data integration
Data mapping is a must-have for combining data from multiple systems, such as when two platforms need to share customer records. - Ensuring compliance
Regulations like GDPR and CCPA require that businesses know where personal data lives and how it moves, a task made simpler with clear mapping. - Accelerating insights
When data is mapped and structured correctly, teams can spend more time analyzing and less time cleaning or interpreting it.
Manual vs. automated data mapping
Before diving into data mapping types, it’s helpful to understand the two broad approaches: manual and automated.
Manual data mapping involves creating the connections between data fields by hand. This can be done with spreadsheets, flowcharts, or code. It offers complete control but is labor-intensive, error-prone, and often hard to scale.
Automated data mapping uses software tools to suggest or establish connections between data fields. These tools often provide features like validation, error-checking, and previews. Automation saves time, reduces human error, and supports larger, more complex projects, though it may require upfront investment and configuration.
When choosing between manual and automated approaches, consider:
- Project scale: Manual mapping can work for small, one-off projects. Automation is better for ongoing or large-scale tasks.
- Complexity: Complex transformations and schema changes benefit from automation.
- Resources: Manual methods need significant human oversight, while automation requires selecting and setting up the right tools.
Common data mapping techniques
How you map data depends on the systems involved, the complexity of your data, and your overall goals. Broadly, data mapping techniques can be grouped by mapping logic—that is, how the data fields relate to each other conceptually or structurally.
Below are several common data mapping techniques, along with guidance on when to use them, practical examples, and potential challenges to look out for.
1. Schema mapping
Schema mapping involves connecting fields based on their structure, usually by matching column names and data types between two databases or structured sources.
Example use cases:
- Mapping “customer_id” in a relational database to “user_id” in a reporting system
- Aligning tables across a sales CRM and a data warehouse
When to use it:
- Structured data sources (e.g., SQL databases, CSVs)
- Data integration or synchronization projects
- Migrations between platforms with similar schemas
Challenges:
- Inconsistent field names or data types
- Hidden schema dependencies
- Hard to maintain as data models evolve
How to overcome them:
- Use schema comparison tools (e.g., dbt, SQL diff)
- Maintain a data dictionary or mapping catalog
- Automate version tracking for schema changes
2. Transformation mapping
Transformation mapping changes the structure, format, or content of data as it moves between systems. It’s especially useful when the destination system expects data in a specific format.
Example use cases:
- Merging "first_name" and "last_name" into a single "full_name" field
- Reformatting date strings from “MM/DD/YYYY” to “YYYY-MM-DD”
- Converting currencies or units of measurement
When to use it:
- Data standardization across departments or regions
- Feeding data into BI tools or dashboards
- Regulatory or localization requirements
Challenges:
- Transformations may cause data loss or misinterpretation
- Hard to trace errors without documentation
- Complex logic may require coding
How to overcome them:
- Use ETL tools that offer preview and rollback
- Create transformation rules in business-friendly terms
- Include unit tests for transformation scripts
3. Semantic mapping
Semantic mapping accounts for differences in terminology while preserving meaning. It’s useful when data fields represent similar concepts but are labeled differently across systems.
Example use case:
Mapping “Employee ID” in HR software to “Staff Number” in a payroll platform.
When to use it:
- Merging systems across departments or business units
- Translating fields with different business contexts
- Data harmonization after mergers or acquisitions
Challenges:
- May require domain-specific knowledge
- Risk of mapping similar terms incorrectly
- Lacks automation in most tools
How to overcome them:
- Consult subject matter experts
- Use a business glossary or metadata repository
- Validate mappings with sample data sets
4. Hierarchical mapping
Hierarchical mapping deals with nested or layered data, such as XML, JSON, or object-based APIs. It tracks relationships between parent and child elements.
Example use case:
Mapping a product catalog in JSON (with categories, subcategories, and items) into a relational table structure.
When to use it:
- Working with APIs or NoSQL databases
- Unpacking nested objects into flat data structures
- Modeling relationships (e.g., orders → line items)
Challenges:
- Complexity increases with depth
- Can be difficult to flatten for analysis
- Risk of losing relational context
How to overcome them:
- Use specialized parsers or flattening tools
- Validate structure before mapping
- Keep a clear map of parent-child relationships
5. Attribute-based mapping
Instead of relying on matching names or schema, attribute-based mapping connects data based on values or characteristics. This is common in machine learning or deduplication tasks.
Example use case:
Identifying that “Jon Smith” and “Jonathan A. Smith” are the same person by analyzing address and phone number fields.
When to use it:
- Data deduplication or cleaning
- Customer identity resolution
- Enrichment with third-party data
Challenges:
- High potential for false positives/negatives
- Requires algorithmic logic or fuzzy matching
- May involve sensitive personal data
How to overcome them:
- Use matching algorithms (e.g., Levenshtein distance)
- Set confidence thresholds and review ambiguous matches
- Use privacy-conscious practices when handling identifiers
Real-world data mapping examples
Understanding how data mapping works in actual business contexts helps solidify its value. Below are examples across different industries and use cases, each highlighting the problems data mapping solves and the benefits it delivers.
Example 1: CRM and email marketing integration (Marketing & Sales)
Scenario: A mid-sized company wants to connect its customer relationship management (CRM) system with its email marketing tool.
Data mapping steps:
- “First Name” in the CRM → “fname” in the email tool
- “Email Address” → “email”
- “Subscription Status” → “opt_in”
Business impact:
Accurate mapping enables automated, personalized campaigns and ensures only opted-in contacts receive emails, improving deliverability and reducing unsubscribe rates.
Example 2: Data migration during a system upgrade (Finance/Operations)
Scenario: An enterprise is upgrading from an on-premise ERP to a cloud-based platform.
Data mapping steps:
- Financial codes from legacy system → new chart of accounts
- “Product Category” → standardized taxonomy
- “Transaction Date” format → ISO-compliant standard
Business impact:
Mapping ensures continuity of financial reporting, prevents data loss during migration, and supports a smooth transition without disrupting operations.
Example 3: Privacy compliance reporting (Legal/Data Governance)
Scenario: A company needs to demonstrate compliance with GDPR by mapping the flow of personal data across systems.
Data mapping steps:
- Identify all fields with personal identifiers (e.g., name, email, device ID)
- Map sources (website forms, support tickets) to destinations (CRM, analytics platform)
- Document the purpose and legal basis for each data flow
Business impact:
This transparency allows the company to respond quickly to data subject requests and audits, reducing legal risk and maintaining customer trust.
Example 4: Patient record integration (Healthcare)
Scenario: A healthcare provider is merging patient data between a hospital’s Electronic Health Record (EHR) system and a third-party insurance verification platform.
Data mapping steps:
- “Patient ID” → “Subscriber Number”
- “DOB” format → unified format across systems
- “Diagnosis Codes” → standardized to ICD-10
Business impact:
Accurate mappings reduce claim rejection rates, improve care coordination, and ensure patients don’t face delays due to mismatched or missing records.
Example 5: E-commerce inventory and warehouse sync (Retail/Logistics)
Scenario: An online retailer integrates its storefront with a third-party warehouse management system (WMS).
Data mapping steps:
- “SKU” in e-commerce → “Item Code” in WMS
- “Quantity Available” → “Stock Level”
- “Order ID” → “Shipment Reference”
Business impact:
Inventory levels are updated in real-time, minimizing overselling and improving order fulfillment speed. The result is better customer satisfaction and fewer support tickets.
Example 6: Mapping gone wrong—and how it was fixed
Scenario: A growing startup experienced reporting inconsistencies after integrating its CRM with its financial platform.
What went wrong:
- “Client ID” and “Customer ID” were incorrectly assumed to be the same
- Transaction dates were mapped but used conflicting time zones
- “Amount” fields were mapped without accounting for different currency formats
Consequences:
Revenue reports showed inflated numbers due to duplicate entries and conversion errors.
Resolution:
The team conducted a data audit and implemented:
- Semantic mapping to align fields with different labels but similar intent
- Transformation mapping for currency and date conversions
- Validation rules to flag mismatches in future integrations
Business impact:
Financial reporting accuracy was restored, stakeholders regained confidence in the dashboards, and a new process was set up for QA before integration launches.
Getting started with data mapping
If you're new to data mapping, here are a few tips to get started:
- Inventory your data: Identify the systems you use and what kind of data each holds.
- Define your goals: Know what you're trying to achieve, whether it's integration, migration, compliance, or analysis.
- Choose your tools: For small jobs, spreadsheets might suffice. For complex systems, look into automated data mapping solutions.
- Document everything: Keep clear records of what fields are mapped, how they’re transformed, and why.
- Test and validate: Always run tests to ensure the mapped data is accurate and behaves as expected.
Build a smarter data strategy with the right map
Data mapping is more than just a technical step—it’s a foundational part of turning raw data into real business value. Whether you’re integrating tools, preparing for compliance, or trying to deliver better reporting, having a clear, consistent map of your data landscape is essential.
Domo helps you bring all your data sources together, map them effortlessly, and unlock insights at scale. With powerful data transformation tools and real-time visualizations, you’ll go from confusion to clarity, faster.
Learn how Domo makes data mapping easier and start making better decisions with trusted data.