Mapping templates tells CoVet where to place your documentation when exporting to Vettigo.
Because Vettigo currently supports plain text only, mapping ensures your notes remain readable and organized after export.
There are multiple articles that will help you with different aspects of the Vettigo Integration.
Use these links to jump between these articles quickly.
Important to read before using the integration
How to use the integration following set-up
How Template Mapping Works
When exporting a document to Vettigo:
Content is sent as plain text
Rich text and Markdown formatting are not supported
Mapped sections determine where content appears in Vettigo
All exported content will be sent to one field: “Journal Entry”
Mapping Templates from Templates
1. Open a template
Go to Templates and open the template you want to map.
2. Preview export to Vettigo
Click Preview for Vettigo to see how your template will export.
3. Review or edit fields
Review the suggested mapping. If needed, click Edit fields to adjust how sections export.
4. Save your mapping
Once you’re satisfied, click Save. Your template will now export using this mapping.
Mapping Templates from Cases
1. Open a case
From a linked case, open the document you want to export.
2. Preview export
Click Export to Vettigo, then review how the document will appear.
3. Edit fields if needed
Click Edit fields to adjust section mapping before exporting.