Last modified by caterina on 2021/12/28 14:34
From version 4.1
edited by melanie@one-count_com
on 2016/12/08 10:52
Change comment: There is no comment for this version
To version 5.1
edited by melanie@one-count_com
on 2016/12/14 13:55
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -8,13 +8,13 @@
8 8  
9 9  Please refer to the User Operations Quick Start Guide for important information about basic concepts and rules relating to imports and bulk operations.
10 10  
11 -=== OPENING THE "IMPORT" WINDOW ===
11 +=== OPEN THE "IMPORT" WINDOW ===
12 12  
13 -=== Select USER OPERATIONS from the Main Menu. ===
13 +**Select USER OPERATIONS from the Main Menu.**
14 14  
15 15  [[image:attach:media_1444246643838.png||align="center"]]
16 16  
17 -=== Click on "Import" in the sub-menu. ===
17 +**Click on "Import" in the sub-menu.**
18 18  
19 19  [[image:attach:media_1444246682217.png||align="center"]]
20 20  
... ... @@ -22,9 +22,9 @@
22 22  
23 23  [[image:attach:media_1444246962281.png||align="center"]]
24 24  
25 -=== CREATING THE MAPPING TEMPLATE ===
25 +=== CREATE THE MAPPING TEMPLATE ===
26 26  
27 -=== 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).**
28 28  
29 29  [[image:attach:media_1444246725508.png||align="center"]]
30 30  
... ... @@ -34,14 +34,22 @@
34 34   (% 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.(%%)
35 35   (% 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.
36 36  
37 +{{panel}}
37 37  **Complete Step 2 only if you plan on continuing with the import after creating the import mapping template.**
39 +{{/panel}}
38 38  
39 -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.**
40 40  
41 -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}}
42 42  
43 -=== 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 +
44 44  
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 +
45 45  [[image:attach:media_1444246898428.png||align="center"]]
46 46  
47 47  You can select multiple products by holding down the CTRL (PC) or CMD (MAC) key when clicking on a product name.
... ... @@ -54,8 +54,10 @@
54 54  
55 55  To delete an existing template, select "Delete".
56 56  
57 -=== 3. Proceed to the mapping section and map your fields (either from scratch for a new template or by modfying an existing template). ===
65 +
58 58  
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 +
59 59  [[image:attach:3._Proceed_to_the_mapping_section_and_map_your_fields__ei.png||align="center"]]
60 60  
61 61  To map fields:
... ... @@ -73,30 +73,39 @@
73 73  
74 74  (% 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.
75 75  
76 -=== 3a. Select fields to check duplicates against. ===
86 +**3a. Select fields to check duplicates against.**
77 77  
78 78  [[image:attach:3a.png||align="center"]]
79 79  
80 -(% 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}}
81 81  
82 -(% 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}}
83 83  
84 -=== 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);" %)
85 85  
100 +
101 +**3b. If proceeding with an import, set Request Date field, Expiration Date field, and Media Files fields (all optional).**
102 +
86 86  [[image:attach:media_1444248302872.png||align="center"]]
87 87  
88 88  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).
89 89  
90 -=== SAVING THE MAPPING TEMPLATE ===
107 +=== SAVE THE MAPPING TEMPLATE ===
91 91  
92 -=== 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.**
93 93  
94 94  [[image:attach:media_1444247300304.png||align="center"]]
95 95  
96 96  When "Set" is clicked on, the three buttons below will appear.
97 97  
98 -=== 5. Select "Save Mapping Template". ===
115 +
99 99  
117 +**5. Select "Save Mapping Template".**
118 +
100 100  [[image:attach:media_1444247323974.png||align="center"]]
101 101  
102 102  (% 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.**
... ... @@ -105,18 +105,24 @@
105 105  
106 106  To change the import mapping without importing, select "Reset" (3).
107 107  
108 -=== 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 +
109 109  
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 +
110 110  [[image:attach:6.__After_selecting_Save_Mapping__a_pop-up_window_will_ap.png||align="center"]]
111 111  
112 112  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.
113 113  
114 -=== 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 +
115 115  
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 +
116 116  [[image:attach:7.__When_you_select_Save__you_will_be_brought_back_to_the.png||align="center"]]
117 117  
118 -=== 8. You have successfully saved your import mapping template! ===
141 +
119 119  
143 +**8. You have successfully saved your import mapping template!**
144 +
120 120  If proceeding with an import, select "Import" below the mapping section (all of the mapping from creating the template will be in tact).
121 121  
122 122  To create a new import mapping template using the same import file, refresh your browser and follow steps 4-7 above.
... ... @@ -129,25 +129,27 @@
129 129  {{/layout-cell}}
130 130  
131 131  {{layout-cell}}
132 -**Search all Documentation:**
157 +{{panel title="Search All Documentation:"}}
133 133  
134 134  
135 -
136 136  {{livesearch/}}
161 +{{/panel}}
137 137  
138 -
163 +{{panel title="Search USER OPERATIONS Documentation:"}}
139 139  
140 -**Search USER OPERATIONS Documentation:**
141 141  
166 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
167 +{{/panel}}
142 142  
169 +{{panel title="On this page:"}}
143 143  
144 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
145 145  
146 -
172 +{{toc/}}
173 +{{/panel}}
147 147  
148 -{{expand title="More USER OPERATIONS Documentation"}}
149 -(% style="margin-left: 30.0px;" %)
150 -**Add Users
175 +{{panel title="More USER OPERATIONS Documentation"}}
176 +{{expand}}
177 + **Add Users
151 151  **
152 152  
153 153  (% style="margin-left: 60.0px;" %)
... ... @@ -154,14 +154,14 @@
154 154  
155 155  
156 156  (% style="margin-left: 60.0px;" %)
157 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
184 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
158 158  
159 159  (% style="margin-left: 60.0px;" %)
160 -[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
187 +[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
161 161  
162 162  (% style="margin-left: 60.0px;" %)
163 -[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
164 164  
191 +
165 165  (% style="margin-left: 60.0px;" %)
166 166  
167 167  
... ... @@ -196,7 +196,7 @@
196 196  **Target Audience Segments**
197 197  
198 198  (% style="margin-left: 60.0px;" %)
199 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
226 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
200 200  __
201 201  
202 202  
... ... @@ -203,6 +203,19 @@
203 203  
204 204  
205 205  {{/expand}}
233 +{{/panel}}
234 +
235 +
236 +
237 +
238 +
239 +
240 +
241 +
242 +
243 +
244 +
245 +
206 206  {{/layout-cell}}
207 207  {{/layout-section}}
208 208  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -67538
1 +11927731
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/67538/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)