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The mapping feature is vital for your business’s VAT management in Pipedrive. Here’s why it’s important:
  1. Compliance: Accurate mapping ensures your VAT data aligns with country-specific regulations, helping you stay compliant.
  2. Data Integrity: Proper field mapping maintains consistency between your VAT information and Pipedrive records, reducing errors in reporting and calculations.
  3. Efficiency: Customised mappings streamline your VAT-related workflows, saving time and reducing manual data entry.
  4. Flexibility: The ability to create new properties allows you to adapt the system to your unique business needs and local VAT requirements.
  5. Accuracy in Reporting: Correct mappings lead to more accurate VAT reports, which is crucial for financial management and audits.
  6. Scalability: As your business expands to new countries, you can easily set up country-specific mappings, supporting your growth.

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How Does It Work?

1
Country Selection — Select the country from the drop-down box.
You can select only one country at a time to set mappings.
Setting Up the Mapping Window
2
Map basic company data for your selected country. The following fields are available for Denmark, UK, Sweden, Australia, Norway, Switzerland, and Finland: company number, company name, country name, company address, industry code, legal form, company registration date, and status.
Setting Up the Mapping Window
Additional country-specific fields:
  • Australia — state and zip code
  • Finland — city and language
  • Denmark — registration number, phone, and email
  • Norway — municipality, industry description, state, zip code, and extra information
  • Sweden — industry description
  • Switzerland — state, zip code, capital nominal
  • UK — capital nominal
Data sources:
3
Review each row to ensure the VAT fields are correctly mapped to Pipedrive properties.
4
Use the “Actions” button to adjust any mappings as needed. Click “Save” once done.
5
If a required field doesn’t exist in Pipedrive, click “Create a new Pipedrive property” to add it.
Setting Up the Mapping Window
6
Use the search bar to find specific fields quickly if you have many to review.
7
Click “Save Mappings”.
Setting Up the Mapping Window
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.Advanced integration settings