Last modified by caterina on 2021/12/28 14:34
From version 3.1
edited by melanie@one-count_com
on 2016/12/06 15:40
Change comment: There is no comment for this version
To version 5.1
edited by melanie@one-count_com
on 2016/12/14 14:55
Change comment: There is no comment for this version

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2 2  
3 3  {{id name="Start ScreenSteps Content"/}}
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5 5  
6 6  Please refer to the User Operations Quick Start Guide for important information about basic concepts and rules relating to imports and bulk operations.
7 7  
8 -=== OPENING THE "IMPORT" WINDOW ===
11 +=== OPEN THE "IMPORT" WINDOW ===
9 9  
10 -=== Select USER OPERATIONS from the Main Menu. ===
13 +**Select USER OPERATIONS from the Main Menu.**
11 11  
12 12  [[image:attach:media_1444246643838.png||align="center"]]
13 13  
14 -=== Click on "Import" in the sub-menu. ===
17 +**Click on "Import" in the sub-menu.**
15 15  
16 16  [[image:attach:media_1444246682217.png||align="center"]]
17 17  
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19 19  
20 20  [[image:attach:media_1444246962281.png||align="center"]]
21 21  
22 -=== CREATING THE MAPPING TEMPLATE ===
25 +=== CREATE THE MAPPING TEMPLATE ===
23 23  
24 -=== 1. In the Import window click on "Browse" (1), search for and select your import list, and select "Upload File" (2). ===
27 +**~1. In the Import window click on "Browse" (1), search for and select your import list, and select "Upload File" (2).**
25 25  
26 26  [[image:attach:media_1444246725508.png||align="center"]]
27 27  
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31 31   (% style="color: rgb(0,0,0);" %)2. Create Mapping Only - Use the same import list to create mapping template(s) without continuing with an actual import.(%%)
32 32   (% style="color: rgb(0,0,0);" %)3. Create Mapping Only - Use different list(s) with different fields to create template(s) without continuing with an actual import.
33 33  
37 +{{panel}}
34 34  **Complete Step 2 only if you plan on continuing with the import after creating the import mapping template.**
39 +{{/panel}}
35 35  
36 -If you plan on using the same import list to create multiple templates without proceeding with actual imports as you complete each template, complete Step 1 then move on to Step 3.
41 +{{panel}}
42 +**If you plan on using the same import list to create multiple templates without proceeding with actual imports as you complete each template, complete Step 1 then move on to Step 3.**
37 37  
38 -If you plan on using a different list(s) with different fields to create multiple templates without proceeding with imports as you complete each template, complete Step 1 then move on to Step 3.
44 +**If you plan on using a different list(s) with different fields to create multiple templates without proceeding with imports as you complete each template, complete Step 1 then move on to Step 3.**
45 +{{/panel}}
39 39  
40 -=== 2. If you plan to proceed with an import after creating the import template, give your import an Import Title (1), Import Description (2), select a Source Code if using one (3), select the product(s) from the Product List (4), and select a Product Status (5). ===
47 +
41 41  
49 +
50 +
51 +**2. If you plan to proceed with an import after creating the import template, give your import an Import Title (1), Import Description (2), select a Source Code if using one (3), select the product(s) from the Product List (4), and select a Product Status (5).**
52 +
42 42  [[image:attach:media_1444246898428.png||align="center"]]
43 43  
44 44  You can select multiple products by holding down the CTRL (PC) or CMD (MAC) key when clicking on a product name.
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51 51  
52 52  To delete an existing template, select "Delete".
53 53  
54 -=== 3. Proceed to the mapping section and map your fields (either from scratch for a new template or by modfying an existing template). ===
65 +
55 55  
67 +**3. Proceed to the mapping section and map your fields (either from scratch for a new template or by modfying an existing template).**
68 +
56 56  [[image:attach:3._Proceed_to_the_mapping_section_and_map_your_fields__ei.png||align="center"]]
57 57  
58 58  To map fields:
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70 70  
71 71  (% style="color: rgb(255,0,0);" %)If you plan on completing an import after creating the template, select field(s) against which to check for duplicates.
72 72  
73 -=== 3a. Select fields to check duplicates against. ===
86 +**3a. Select fields to check duplicates against.**
74 74  
75 75  [[image:attach:3a.png||align="center"]]
76 76  
77 -(% style="color: rgb(223,0,0);" %)**ALWAYS BE SURE TO CHECK FOR DUPLICATES. IF YOU DON'T, DUPLICATE RECORDS MAY BE ADDED TO THE ONECOUNT DATABASE.**
90 +{{error}}
91 +(% style="color: rgb(0,0,0);" %)**ALWAYS BE SURE TO CHECK FOR DUPLICATES. IF YOU DON'T, DUPLICATE RECORDS WILL BE ADDED TO THE ONECOUNT DATABASE.**
92 +{{/error}}
78 78  
79 -(% style="color: rgb(223,0,0);" %)When saving a mapping template, only the Active Headers will be saved. Fields to check for duplicates WILL NOT be saved.
94 +{{error}}
95 +(% style="color: rgb(0,0,0);" %)**When saving a mapping template, only the Active Headers will be saved. Fields to check for duplicates WILL NOT be saved.**
96 +{{/error}}
80 80  
81 -=== 3b. If proceeding with an import, set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
98 +(% style="color: rgb(223,0,0);" %)
82 82  
100 +
101 +**3b. If proceeding with an import, set Request Date field, Expiration Date field, and Media Files fields (all optional).**
102 +
83 83  [[image:attach:media_1444248302872.png||align="center"]]
84 84  
85 85  Select the column in your import file to set the Request Date (1), select expiration date field to specify expiration date (2), select the column with media file filenames/paths to link media files (3).
86 86  
87 -=== SAVING THE MAPPING TEMPLATE ===
107 +=== SAVE THE MAPPING TEMPLATE ===
88 88  
89 -=== 4. Review mapping and selections, then click "Set" at the bottom of the page. ===
109 +**4. Review mapping and selections, then click "Set" at the bottom of the page.**
90 90  
91 91  [[image:attach:media_1444247300304.png||align="center"]]
92 92  
93 93  When "Set" is clicked on, the three buttons below will appear.
94 94  
95 -=== 5. Select "Save Mapping Template". ===
115 +
96 96  
117 +**5. Select "Save Mapping Template".**
118 +
97 97  [[image:attach:media_1444247323974.png||align="center"]]
98 98  
99 99  (% style="color: rgb(223,0,0);" %)**When saving a mapping template, only the Active Headers will be saved. Fields to check for duplicates WILL NOT be saved.**
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102 102  
103 103  To change the import mapping without importing, select "Reset" (3).
104 104  
105 -=== 6. After selecting "Save Mapping", a pop-up window will appear. Give the template a title (1) and description (2), then click Save" (3). ===
127 +
106 106  
129 +**6. After selecting "Save Mapping", a pop-up window will appear. Give the template a title (1) and description (2), then click Save" (3).**
130 +
107 107  [[image:attach:6.__After_selecting_Save_Mapping__a_pop-up_window_will_ap.png||align="center"]]
108 108  
109 109  In order to easily identify templates, especially if you have multiple templates, it is a good idea to be as descriptive as possible with the template title and description.
110 110  
111 -=== 7. When you select "Save", you will be brought back to the mapping screen where you will see your new template at the bottom of the list of existing Import Mappings (Templates). ===
135 +
112 112  
137 +**7. When you select "Save", you will be brought back to the mapping screen where you will see your new template at the bottom of the list of existing Import Mappings (Templates).**
138 +
113 113  [[image:attach:7.__When_you_select_Save__you_will_be_brought_back_to_the.png||align="center"]]
114 114  
115 -=== 8. You have successfully saved your import mapping template! ===
141 +
116 116  
143 +**8. You have successfully saved your import mapping template!**
144 +
117 117  If proceeding with an import, select "Import" below the mapping section (all of the mapping from creating the template will be in tact).
118 118  
119 119  To create a new import mapping template using the same import file, refresh your browser and follow steps 4-7 above.
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124 124  
125 125  {{id name="End ScreenSteps Content"/}}
154 +{{/layout-cell}}
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157 +{{panel title="Search All Documentation:"}}
158 +
159 +
160 +{{livesearch/}}
161 +{{/panel}}
162 +
163 +{{panel title="Search USER OPERATIONS Documentation:"}}
164 +
165 +
166 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
167 +{{/panel}}
168 +
169 +{{panel title="On this page:"}}
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171 +
172 +{{toc/}}
173 +{{/panel}}
174 +
175 +{{panel title="More USER OPERATIONS Documentation"}}
176 +{{expand}}
177 + **Add Users
178 +**
179 +
180 +(% style="margin-left: 60.0px;" %)
181 +
182 +
183 +(% style="margin-left: 60.0px;" %)
184 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
185 +
186 +(% style="margin-left: 60.0px;" %)
187 +[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
188 +
189 +(% style="margin-left: 60.0px;" %)
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192 +(% style="margin-left: 60.0px;" %)
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195 +(% style="margin-left: 60.0px;" %)
196 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
197 +
198 +(% style="margin-left: 60.0px;" %)
199 +[[Add Audience>>doc:Add Audience (v12\.x)]]
200 +
201 +(% style="margin-left: 30.0px;" %)
202 +**Batch Operations**
203 +
204 +(% style="margin-left: 60.0px;" %)
205 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
206 +
207 +(% style="margin-left: 60.0px;" %)
208 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
209 +
210 +(% style="margin-left: 60.0px;" %)
211 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
212 +
213 +(% style="margin-left: 60.0px;" %)
214 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
215 +
216 +(% style="margin-left: 60.0px;" %)
217 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
218 +
219 +(% style="margin-left: 60.0px;" %)
220 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
221 +
222 +(% style="margin-left: 30.0px;" %)
223 +**Target Audience Segments**
224 +
225 +(% style="margin-left: 60.0px;" %)
226 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
227 +__
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Confluence.Code.ConfluencePageClass[0]
id
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1 -66921
1 +11927731
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66921/Import - How to Create an Import Mapping Template (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/11927731/Import - How to Create an Import Mapping Template (v12.x)