Mapping Templates for the Vettigo Integration

Modified on Thu, 26 Feb at 12:46 PM

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.


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