**Before automapping a merit template:**
Ensure a merit template is created and published. Search in the [help center ](https://knowledge.merits.com/)*How to Create a Merit Template* if it has not.
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Navigate to <https://admin.merits.com>
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Click "Create & Configure" at the top-right of the screen
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Click "Templates"
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Click "View" next to the newly created merit template.
Note: This is a good time to ensure your template is Live as highlighted
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Click "Automap"
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In the "Source" column select each dropdown that corresponds with the "Field name"
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For example, click "First Name" as the Source for the First Name field.
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Continue until all fields are appropriately mapped
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Once finished click "Save" at the bottom-right of the screen
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Click "Ok" to confirm
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Congrats! Your merit template is now mapped to a data source. Continue to see how to upload a CSV to your data source to send merits.
Send Merits
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Click "Create & Configure" at the top-right of the screen
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Click "Data Sources"
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Click "View" next to the data source you would like to send merits from
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Click "Upload file"
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Click "browse" and select your CSV file that corresponds with this data source
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Once uploaded, click "Save"
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