Version 5.1 by melanie@one-count_com on 2016/12/14 14:55
Show last authors
1 {{layout}}
2 {{layout-section ac:type="two_right_sidebar"}}
3 {{layout-cell}}
4
5
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.
8
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
11 === OPEN THE "IMPORT" WINDOW ===
12
13 **Select USER OPERATIONS from the Main Menu.**
14
15 [[image:attach:media_1444246643838.png||align="center"]]
16
17 **Click on "Import" in the sub-menu.**
18
19 [[image:attach:media_1444246682217.png||align="center"]]
20
21 This will open the Import window, as shown below.
22
23 [[image:attach:media_1444246962281.png||align="center"]]
24
25 === CREATE THE MAPPING TEMPLATE ===
26
27 **~1. In the Import window click on "Browse" (1), search for and select your import list, and select "Upload File" (2).**
28
29 [[image:attach:media_1444246725508.png||align="center"]]
30
31 (% style="color: rgb(0,0,0);" %)You have three options when creating a template:
32
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.
36
37 {{panel}}
38 **Complete Step 2 only if you plan on continuing with the import after creating the import mapping template.**
39 {{/panel}}
40
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.**
43
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}}
46
47
48
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
53 [[image:attach:media_1444246898428.png||align="center"]]
54
55 You can select multiple products by holding down the CTRL (PC) or CMD (MAC) key when clicking on a product name.
56
57 Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
58
59 [[image:attach:media_1444247218690.png||align="center"]]
60
61 To modify an existing template, select "Use". The Template Description should provide you with a description of the template.
62
63 To delete an existing template, select "Delete".
64
65
66
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
69 [[image:attach:3._Proceed_to_the_mapping_section_and_map_your_fields__ei.png||align="center"]]
70
71 To map fields:
72
73 * Select data fields/questions to map from the ONEcount database (1) then select "Activate" (2). Selected questions/data fields will appear in the "Active Question Headers" column (3). (Move from left to right.)
74 * Select the data fields/columns to map from the CSV import file (4) then select "Activate" (5). Selected data fields/columns will appear in the "Active CSV Headers" column (6). (Move from right to left.)
75
76 To move more than one field at a time into the "Active Header" box, select multiple fields then click on "Activate".
77
78 To remove a field from the Active column, select the field and click on "Deactivate". Be sure to remove the same field from the other Active column.
79
80 When mapping fields, Active Question Headers and Active CSV Headers must match, ie the fields must bbe in the same order. (See purple arrows in screenshot above.)
81
82 Question Header and CSV Header field names don't need to be identical, e.g. a Question Header may be "Email Address" and CSV Header "Email".
83
84 (% 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.
85
86 **3a. Select fields to check duplicates against.**
87
88 [[image:attach:3a.png||align="center"]]
89
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}}
93
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}}
97
98 (% style="color: rgb(223,0,0);" %)
99
100
101 **3b. If proceeding with an import, set Request Date field, Expiration Date field, and Media Files fields (all optional).**
102
103 [[image:attach:media_1444248302872.png||align="center"]]
104
105 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).
106
107 === SAVE THE MAPPING TEMPLATE ===
108
109 **4. Review mapping and selections, then click "Set" at the bottom of the page.**
110
111 [[image:attach:media_1444247300304.png||align="center"]]
112
113 When "Set" is clicked on, the three buttons below will appear.
114
115
116
117 **5. Select "Save Mapping Template".**
118
119 [[image:attach:media_1444247323974.png||align="center"]]
120
121 (% 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.**
122
123 To proceed with the import without saving the mapping template, select "Import" (2).
124
125 To change the import mapping without importing, select "Reset" (3).
126
127
128
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
131 [[image:attach:6.__After_selecting_Save_Mapping__a_pop-up_window_will_ap.png||align="center"]]
132
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
135
136
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
139 [[image:attach:7.__When_you_select_Save__you_will_be_brought_back_to_the.png||align="center"]]
140
141
142
143 **8. You have successfully saved your import mapping template!**
144
145 If proceeding with an import, select "Import" below the mapping section (all of the mapping from creating the template will be in tact).
146
147 To create a new import mapping template using the same import file, refresh your browser and follow steps 4-7 above.
148
149 To create a new import mapping template using an import file with different fields, follow steps 1-7 above.
150
151
152
153 {{id name="End ScreenSteps Content"/}}
154 {{/layout-cell}}
155
156 {{layout-cell}}
157 {{panel title="Search All Documentation:"}}
158
159
160 {{livesearch/}}
161 {{/panel}}
162
163 {{panel title="Search USER OPERATIONS Documentation:"}}
164
165
166 {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
167 {{/panel}}
168
169 {{panel title="On this page:"}}
170
171
172 {{toc/}}
173 {{/panel}}
174
175 {{panel title="More USER OPERATIONS Documentation"}}
176 {{expand}}
177 **Add Users
178 **
179
180 (% style="margin-left: 60.0px;" %)
181
182
183 (% style="margin-left: 60.0px;" %)
184 [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
185
186 (% style="margin-left: 60.0px;" %)
187 [[Pre-Import Checklist>>doc:Pre-Import Checklist]]
188
189 (% style="margin-left: 60.0px;" %)
190
191
192 (% style="margin-left: 60.0px;" %)
193
194
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)]]
197
198 (% style="margin-left: 60.0px;" %)
199 [[Add Audience>>doc:Add Audience (v12\.x)]]
200
201 (% style="margin-left: 30.0px;" %)
202 **Batch Operations**
203
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)]]
206
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)]]
209
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)]]
212
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)]]
215
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)]]
218
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)]]
221
222 (% style="margin-left: 30.0px;" %)
223 **Target Audience Segments**
224
225 (% style="margin-left: 60.0px;" %)
226 (% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
227 __
228
229
230
231
232 {{/expand}}
233 {{/panel}}
234
235
236
237
238
239
240
241
242
243
244
245
246 {{/layout-cell}}
247 {{/layout-section}}
248 {{/layout}}