Last modified by caterina on 2021/12/28 14:34
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edited by melanie@one-count_com
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To version 7.1
edited by caterina
on 2021/12/28 15:34
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1 -Import - How to Create an Import Mapping Template (v12.x)
1 +Import - How to Create an Import Mapping Template
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1 +User Operations - Managing Your Data
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - This lesson describes how to create an mapping template to be used during the import process. Detailed instructions on importing a file into the ONEcount system are found in the "How to Import a File" lesson.
7 +This lesson describes how to create an mapping template to be used during the import process. Detailed instructions on importing a file into the ONEcount system are found in the "How to Import a File" lesson.
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 "DATA MANAGEMENT" WINDOW ===
12 12  
13 -=== Select USER OPERATIONS from the Main Menu. ===
13 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
14 14  
15 -[[image:attach:media_1444246643838.png||align="center"]]
15 +**Click on "Import Tool" in the sub-menu.**
16 16  
17 -=== Click on "Import" in the sub-menu. ===
17 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png||thumbnail="true" height="250"]]
18 18  
19 -[[image:attach:media_1444246682217.png||align="center"]]
20 -
21 21  This will open the Import window, as shown below.
22 22  
23 23  [[image:attach:media_1444246962281.png||align="center"]]
24 24  
25 -=== CREATING THE MAPPING TEMPLATE ===
23 +=== 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). ===
25 +**~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  
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31 31  (% style="color: rgb(0,0,0);" %)You have three options when creating a template:
32 32  
33 33  (% style="color: rgb(0,0,0);" %)1. Create Mapping then Import List - Create a template and continue with the import.(%%)
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 - (% 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.
32 +(% 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.(%%)
33 +(% 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  
35 +{{panel}}
37 37  **Complete Step 2 only if you plan on continuing with the import after creating the import mapping template.**
37 +{{/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.
39 +{{panel}}
40 +**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.
42 +**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.**
43 +{{/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). ===
45 +\\
44 44  
47 +\\
48 +
49 +**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).**
50 +
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.
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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). ===
63 +\\
58 58  
65 +**3. Proceed to the mapping section and map your fields (either from scratch for a new template or by modfying an existing template).**
66 +
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:
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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. ===
84 +**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.**
88 +{{error}}
89 +(% 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.**
90 +{{/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.
92 +{{error}}
93 +(% 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.**
94 +{{/error}}
83 83  
84 -=== 3b. If proceeding with an import, set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
96 +(% style="color: rgb(223,0,0);" %)
85 85  
98 +
99 +**3b. If proceeding with an import, set Request Date field, Expiration Date field, and Media Files fields (all optional).**
100 +
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 ===
105 +=== SAVE THE MAPPING TEMPLATE ===
91 91  
92 -=== 4. Review mapping and selections, then click "Set" at the bottom of the page. ===
107 +**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". ===
113 +\\
99 99  
115 +**5. Select "Save Mapping Template".**
116 +
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.**
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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). ===
125 +\\
109 109  
127 +**6. After selecting "Save Mapping", a pop-up window will appear. Give the template a title (1) and description (2), then click Save" (3).**
128 +
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). ===
133 +\\
115 115  
135 +**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).**
136 +
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! ===
139 +\\
119 119  
141 +**8. You have successfully saved your import mapping template!**
142 +
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.
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129 129  {{/layout-cell}}
130 130  
131 131  {{layout-cell}}
132 -**Search all Documentation:**
155 +{{panel title="Search All Documentation:"}}
133 133  
134 134  
135 -
136 136  {{livesearch/}}
159 +{{/panel}}
137 137  
138 -
161 +{{panel title="Search USER OPERATIONS Documentation:"}}
139 139  
140 -**Search USER OPERATIONS Documentation:**
141 141  
164 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
165 +{{/panel}}
142 142  
167 +{{panel title="On this page:"}}
143 143  
144 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
145 145  
146 -
170 +{{toc/}}
171 +{{/panel}}
147 147  
148 -{{expand title="More USER OPERATIONS Documentation"}}
149 -(% style="margin-left: 30.0px;" %)
150 -**Add Users
173 +{{panel title="More USER OPERATIONS Documentation"}}
174 +{{expand}}
175 + **Add Users
151 151  **
152 152  
153 153  (% style="margin-left: 60.0px;" %)
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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)]]
182 +[[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)]]
185 +[[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  
189 +
165 165  (% style="margin-left: 60.0px;" %)
166 166  
167 167  
168 168  (% style="margin-left: 60.0px;" %)
169 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
194 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
170 170  
171 171  (% style="margin-left: 60.0px;" %)
172 -[[Add Audience>>doc:Add Audience (v12\.x)]]
197 +[[doc:Add Audience]]
173 173  
174 174  (% style="margin-left: 30.0px;" %)
175 175  **Batch Operations**
176 176  
177 177  (% style="margin-left: 60.0px;" %)
178 -[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
203 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
179 179  
180 180  (% style="margin-left: 60.0px;" %)
181 -[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
206 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
182 182  
183 183  (% style="margin-left: 60.0px;" %)
184 -[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
209 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
185 185  
186 186  (% style="margin-left: 60.0px;" %)
187 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
212 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
188 188  
189 189  (% style="margin-left: 60.0px;" %)
190 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
215 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
191 191  
192 192  (% style="margin-left: 60.0px;" %)
193 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
218 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
194 194  
195 195  (% style="margin-left: 30.0px;" %)
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)]]__
224 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
200 200  __
201 201  
202 -
227 +\\
203 203  
204 -
229 +\\
205 205  {{/expand}}
231 +{{/panel}}
232 +
233 +\\
234 +
235 +\\
236 +
237 +\\
238 +
239 +\\
240 +
241 +\\
242 +
243 +\\
206 206  {{/layout-cell}}
207 207  {{/layout-section}}
208 208  {{/layout}}
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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/66514/Import - How to Create an Import Mapping Template