Generally speaking, there are two types of mapping responsibilities:
Customizing mappings automatically generated by the add-on. A majority of the time business users will be responsible for performing this task during the import, export, or transfer process.
Using add-on functionality to create a user-defined mapping. This task must be performed by an administrator.
When data structures are similar the add-on automatically proposes a mapping solution during transfer, or import/export. An example of a similar data structure is when importing from an Excel file and all column names in the file match those of the table to which they are imported. If the structure is not similar, or users want to change the generated mapping, they can do so on the mapping pages presented during the operation.
A pro-tip for users who often have to change the auto-generated mapping is to create preferences to save their changes for later re-use.
Administrators must create custom mapping solutions in the following scenarios:
To enable users to transfer data (within EBX®) between a source and target based on different EBX® data model publications.
To enable import, or export from an XML file that has a data structure that is not compliant with the Default XML type.
To enable data transformation during transfer, and CSV, Excel, and XML based operations.