Last modified by caterina on 2021/12/28 14:34
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edited by melanie@one-count_com
on 2016/12/14 13:55
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To version 6.1
edited by caterina
on 2021/12/28 14:34
Change comment: There is no comment for this version

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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
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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 -=== OPEN 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"]]
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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  
37 37  {{panel}}
38 38  **Complete Step 2 only if you plan on continuing with the import after creating the import mapping template.**
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44 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 45  {{/panel}}
46 46  
47 -
45 +\\
48 48  
49 -
47 +\\
50 50  
51 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 52  
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62 62  
63 63  To delete an existing template, select "Delete".
64 64  
65 -
63 +\\
66 66  
67 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 68  
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112 112  
113 113  When "Set" is clicked on, the three buttons below will appear.
114 114  
115 -
113 +\\
116 116  
117 117  **5. Select "Save Mapping Template".**
118 118  
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124 124  
125 125  To change the import mapping without importing, select "Reset" (3).
126 126  
127 -
125 +\\
128 128  
129 129  **6. After selecting "Save Mapping", a pop-up window will appear. Give the template a title (1) and description (2), then click Save" (3).**
130 130  
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132 132  
133 133  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.
134 134  
135 -
133 +\\
136 136  
137 137  **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).**
138 138  
139 139  [[image:attach:7.__When_you_select_Save__you_will_be_brought_back_to_the.png||align="center"]]
140 140  
141 -
139 +\\
142 142  
143 143  **8. You have successfully saved your import mapping template!**
144 144  
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184 184  [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
185 185  
186 186  (% style="margin-left: 60.0px;" %)
187 -[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
185 +[[doc:Pre-Import Checklist]]
188 188  
189 189  (% style="margin-left: 60.0px;" %)
190 190  
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193 193  
194 194  
195 195  (% style="margin-left: 60.0px;" %)
196 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
194 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
197 197  
198 198  (% style="margin-left: 60.0px;" %)
199 -[[Add Audience>>doc:Add Audience (v12\.x)]]
197 +[[doc:Add Audience]]
200 200  
201 201  (% style="margin-left: 30.0px;" %)
202 202  **Batch Operations**
203 203  
204 204  (% 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)]]
203 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
206 206  
207 207  (% 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)]]
206 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
209 209  
210 210  (% 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)]]
209 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
212 212  
213 213  (% 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)]]
212 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
215 215  
216 216  (% 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)]]
215 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
218 218  
219 219  (% 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)]]
218 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
221 221  
222 222  (% style="margin-left: 30.0px;" %)
223 223  **Target Audience Segments**
224 224  
225 225  (% style="margin-left: 60.0px;" %)
226 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
224 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
227 227  __
228 228  
229 -
227 +\\
230 230  
231 -
229 +\\
232 232  {{/expand}}
233 233  {{/panel}}
234 234  
235 -
233 +\\
236 236  
237 -
235 +\\
238 238  
239 -
237 +\\
240 240  
241 -
239 +\\
242 242  
243 -
241 +\\
244 244  
245 -
243 +\\
246 246  {{/layout-cell}}
247 247  {{/layout-section}}
248 248  {{/layout}}
3._Proceed_to_the_mapping_section_and_map_your_fields__ei.png
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1 -11927731
1 +66514
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927731/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