Tip! This guide is the manual process for creating a data source and mapping a template.
You may skip many of these steps using the Automap feature in your newly created merit template. Automap automatically creates a data source and only requires your input to map the fields to the source.
To follow the steps for the Automap feature instead, search in the [help center, ](https://knowledge.merits.com/)*How to Automap a Merit Template*.