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edited by caterina
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on 2016/12/14 14:55
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Title
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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
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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 +=== OPEN 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"]]
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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 35  {{panel}}
36 36  **Complete Step 2 only if you plan on continuing with the import after creating the import mapping template.**
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42 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 43  {{/panel}}
44 44  
45 -\\
47 +
46 46  
47 -\\
49 +
48 48  
49 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 50  
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60 60  
61 61  To delete an existing template, select "Delete".
62 62  
63 -\\
65 +
64 64  
65 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 66  
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110 110  
111 111  When "Set" is clicked on, the three buttons below will appear.
112 112  
113 -\\
115 +
114 114  
115 115  **5. Select "Save Mapping Template".**
116 116  
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122 122  
123 123  To change the import mapping without importing, select "Reset" (3).
124 124  
125 -\\
127 +
126 126  
127 127  **6. After selecting "Save Mapping", a pop-up window will appear. Give the template a title (1) and description (2), then click Save" (3).**
128 128  
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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 -\\
135 +
134 134  
135 135  **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).**
136 136  
137 137  [[image:attach:7.__When_you_select_Save__you_will_be_brought_back_to_the.png||align="center"]]
138 138  
139 -\\
141 +
140 140  
141 141  **8. You have successfully saved your import mapping template!**
142 142  
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182 182  [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
183 183  
184 184  (% style="margin-left: 60.0px;" %)
185 -[[doc:Pre-Import Checklist]]
187 +[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
186 186  
187 187  (% style="margin-left: 60.0px;" %)
188 188  
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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]]
196 +[[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]]
199 +[[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]]
205 +[[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]]
208 +[[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]]
211 +[[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]]
214 +[[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]]
217 +[[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]]
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)]]
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]]__
226 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
225 225  __
226 226  
227 -\\
229 +
228 228  
229 -\\
231 +
230 230  {{/expand}}
231 231  {{/panel}}
232 232  
233 -\\
235 +
234 234  
235 -\\
237 +
236 236  
237 -\\
239 +
238 238  
239 -\\
241 +
240 240  
241 -\\
243 +
242 242  
243 -\\
245 +
244 244  {{/layout-cell}}
245 245  {{/layout-section}}
246 246  {{/layout}}
3._Proceed_to_the_mapping_section_and_map_your_fields__ei.png
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1 -66514
1 +11927731
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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/11927731/Import - How to Create an Import Mapping Template (v12.x)