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edited by caterina
on 2021/12/28 14:34
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edited by melanie@one-count_com
on 2016/12/08 11:52
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1 -Import - How to Create an Import Mapping Template
1 +Import - How to Create an Import Mapping Template (v12.x)
Parent
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1 -User Operations - Managing Your Data
Author
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
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 -=== OPEN THE "DATA MANAGEMENT" WINDOW ===
11 +=== OPENING THE "IMPORT" WINDOW ===
12 12  
13 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
13 +=== Select USER OPERATIONS from the Main Menu. ===
14 14  
15 -**Click on "Import Tool" in the sub-menu.**
15 +[[image:attach:media_1444246643838.png||align="center"]]
16 16  
17 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png||thumbnail="true" height="250"]]
17 +=== Click on "Import" in the sub-menu. ===
18 18  
19 +[[image:attach:media_1444246682217.png||align="center"]]
20 +
19 19  This will open the Import window, as shown below.
20 20  
21 21  [[image:attach:media_1444246962281.png||align="center"]]
22 22  
23 -=== CREATE THE MAPPING TEMPLATE ===
25 +=== CREATING THE MAPPING TEMPLATE ===
24 24  
25 -**~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). ===
26 26  
27 27  [[image:attach:media_1444246725508.png||align="center"]]
28 28  
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29 29  (% style="color: rgb(0,0,0);" %)You have three options when creating a template:
30 30  
31 31  (% style="color: rgb(0,0,0);" %)1. Create Mapping then Import List - Create a template and continue with the 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.
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.
34 34  
35 -{{panel}}
36 36  **Complete Step 2 only if you plan on continuing with the import after creating the import mapping template.**
37 -{{/panel}}
38 38  
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.**
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 41  
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}}
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 44  
45 -\\
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). ===
46 46  
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 -
51 51  [[image:attach:media_1444246898428.png||align="center"]]
52 52  
53 53  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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60 60  
61 61  To delete an existing template, select "Delete".
62 62  
63 -\\
57 +=== 3. Proceed to the mapping section and map your fields (either from scratch for a new template or by modfying an existing template). ===
64 64  
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 -
67 67  [[image:attach:3._Proceed_to_the_mapping_section_and_map_your_fields__ei.png||align="center"]]
68 68  
69 69  To map fields:
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81 81  
82 82  (% 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.
83 83  
84 -**3a. Select fields to check duplicates against.**
76 +=== 3a. Select fields to check duplicates against. ===
85 85  
86 86  [[image:attach:3a.png||align="center"]]
87 87  
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}}
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.**
91 91  
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}}
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.
95 95  
96 -(% style="color: rgb(223,0,0);" %)
84 +=== 3b. If proceeding with an import, set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
97 97  
98 -
99 -**3b. If proceeding with an import, set Request Date field, Expiration Date field, and Media Files fields (all optional).**
100 -
101 101  [[image:attach:media_1444248302872.png||align="center"]]
102 102  
103 103  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).
104 104  
105 -=== SAVE THE MAPPING TEMPLATE ===
90 +=== SAVING THE MAPPING TEMPLATE ===
106 106  
107 -**4. Review mapping and selections, then click "Set" at the bottom of the page.**
92 +=== 4. Review mapping and selections, then click "Set" at the bottom of the page. ===
108 108  
109 109  [[image:attach:media_1444247300304.png||align="center"]]
110 110  
111 111  When "Set" is clicked on, the three buttons below will appear.
112 112  
113 -\\
98 +=== 5. Select "Save Mapping Template". ===
114 114  
115 -**5. Select "Save Mapping Template".**
116 -
117 117  [[image:attach:media_1444247323974.png||align="center"]]
118 118  
119 119  (% 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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122 122  
123 123  To change the import mapping without importing, select "Reset" (3).
124 124  
125 -\\
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). ===
126 126  
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 -
129 129  [[image:attach:6.__After_selecting_Save_Mapping__a_pop-up_window_will_ap.png||align="center"]]
130 130  
131 131  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.
132 132  
133 -\\
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). ===
134 134  
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 -
137 137  [[image:attach:7.__When_you_select_Save__you_will_be_brought_back_to_the.png||align="center"]]
138 138  
139 -\\
118 +=== 8. You have successfully saved your import mapping template! ===
140 140  
141 -**8. You have successfully saved your import mapping template!**
142 -
143 143  If proceeding with an import, select "Import" below the mapping section (all of the mapping from creating the template will be in tact).
144 144  
145 145  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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152 152  {{/layout-cell}}
153 153  
154 154  {{layout-cell}}
155 -{{panel title="Search All Documentation:"}}
132 +**Search all Documentation:**
156 156  
157 157  
135 +
158 158  {{livesearch/}}
159 -{{/panel}}
160 160  
161 -{{panel title="Search USER OPERATIONS Documentation:"}}
138 +
162 162  
140 +**Search USER OPERATIONS Documentation:**
163 163  
164 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
165 -{{/panel}}
166 166  
167 -{{panel title="On this page:"}}
168 168  
144 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
169 169  
170 -{{toc/}}
171 -{{/panel}}
146 +
172 172  
173 -{{panel title="More USER OPERATIONS Documentation"}}
174 -{{expand}}
175 - **Add Users
148 +{{expand title="More USER OPERATIONS Documentation"}}
149 +(% style="margin-left: 30.0px;" %)
150 +**Add Users
176 176  **
177 177  
178 178  (% style="margin-left: 60.0px;" %)
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179 179  
180 180  
181 181  (% style="margin-left: 60.0px;" %)
182 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
157 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
183 183  
184 184  (% style="margin-left: 60.0px;" %)
185 -[[doc:Pre-Import Checklist]]
160 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
186 186  
187 187  (% style="margin-left: 60.0px;" %)
163 +[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
188 188  
189 -
190 190  (% style="margin-left: 60.0px;" %)
191 191  
192 192  
193 193  (% style="margin-left: 60.0px;" %)
194 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
169 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
195 195  
196 196  (% style="margin-left: 60.0px;" %)
197 -[[doc:Add Audience]]
172 +[[Add Audience>>doc:Add Audience (v12\.x)]]
198 198  
199 199  (% style="margin-left: 30.0px;" %)
200 200  **Batch Operations**
201 201  
202 202  (% style="margin-left: 60.0px;" %)
203 -[[doc:Bulk Operation - How to Perform a Batch Delete]]
178 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
204 204  
205 205  (% style="margin-left: 60.0px;" %)
206 -[[doc:Bulk Operation - How to Perform a Batch Product Change]]
181 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
207 207  
208 208  (% style="margin-left: 60.0px;" %)
209 -[[doc:Bulk Operation - How to Perform a Batch Status Change]]
184 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
210 210  
211 211  (% style="margin-left: 60.0px;" %)
212 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
187 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
213 213  
214 214  (% style="margin-left: 60.0px;" %)
215 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
190 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
216 216  
217 217  (% style="margin-left: 60.0px;" %)
218 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
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)]]
219 219  
220 220  (% style="margin-left: 30.0px;" %)
221 221  **Target Audience Segments**
222 222  
223 223  (% style="margin-left: 60.0px;" %)
224 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
199 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
225 225  __
226 226  
227 -\\
202 +
228 228  
229 -\\
204 +
230 230  {{/expand}}
231 -{{/panel}}
232 -
233 -\\
234 -
235 -\\
236 -
237 -\\
238 -
239 -\\
240 -
241 -\\
242 -
243 -\\
244 244  {{/layout-cell}}
245 245  {{/layout-section}}
246 246  {{/layout}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66514/Import - How to Create an Import Mapping Template
1 +https://info.onecount.net//wiki/spaces/OD/pages/67538/Import - How to Create an Import Mapping Template (v12.x)