Last modified by caterina on 2021/10/27 16:31
From version 7.1
edited by melanie@one-count_com
on 2016/12/14 13:50
Change comment: There is no comment for this version
To version 8.1
edited by caterina
on 2021/10/27 16:31
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
... ... @@ -1,1 +1,1 @@
1 -Import - How to Import a File (v12.x)
1 +Import - How to Import a File
Parent
... ... @@ -1,0 +1,1 @@
1 +User Operations - Managing Your Data
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
Content
... ... @@ -4,7 +4,7 @@
4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - This lesson will describe how to use the Import Engine to upload a CSV formatted list of users into the ONEcount database.
7 +This lesson will describe how to use the Import Engine to upload a CSV formatted list of users into the ONEcount database.
8 8  
9 9  Please refer to Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
10 10  
... ... @@ -12,13 +12,13 @@
12 12  
13 13  **Select USER OPERATIONS from the Main Menu.**
14 14  
15 -[[image:attach:media_1443213231223.png||align="center"]]
15 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
16 16  
17 17  **Click on "IMPORT" in the sub-menu.**
18 18  
19 -[[image:attach:media_1443213261172.png||align="center"]]
19 +\\
20 20  
21 -
21 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png||thumbnail="true" height="250"]]
22 22  
23 23  **The "Import" window will open, where you begin begin the import process.**
24 24  
... ... @@ -36,7 +36,7 @@
36 36  
37 37  [[image:attach:media_1406494045151.png||align="center"]]
38 38  
39 -
39 +\\
40 40  
41 41  ==== Complete Import Information ====
42 42  
... ... @@ -49,7 +49,7 @@
49 49  **Source Codes** are used to track the source of a transaction, ie the source of the user/name in the ONEcount database.* When assigned to a form, a source code can be used as a selection when generating lists and reports, to track what form a user/subscriber completed, to track what list a user came from when importing users, or to show which e-mail campaign a user came from . (A source code tag can be appended to links in a newsletter campaign to override a source code assigned when a form is created, which allows you to identify that a user was directed to a form and came into the system from a link in that campaign.) Source Codes are created using the Source Codes tool in the INVENTORY module.
50 50  
51 51  *For audited publications, source codes that identify the source of user names in accordance with cagetories in Paragraph 3b reports should be created. Forms and imported lists should be assigned the appropriate source code for the source of the name. For example:
52 - 1) You want to identify all Internet Direct Requests from a subscription form, so you would create a source code called, for example, IDRPrintForm and attach it to the subscription form. This source code will be attached to any user record created when a user subscribes using that form. The source codes indicates it was an Internet Direct Request from the form, and when a 3b report is generated those users will be included in the count for internet direct requests.
52 +1) You want to identify all Internet Direct Requests from a subscription form, so you would create a source code called, for example, IDRPrintForm and attach it to the subscription form. This source code will be attached to any user record created when a user subscribes using that form. The source codes indicates it was an Internet Direct Request from the form, and when a 3b report is generated those users will be included in the count for internet direct requests.
53 53  2) You want to identify all Telecommunications Direct Requests from a telemarketing renewal campaign, so you create source code called, for example, TDR05152104 to identify that renewal list imported on May 15, 2014. When doing the import to update/renew, select that source code and all records imported will have that source attached to their record in ONEcount. So, when generating a 3b report those renewed users will be included in the count for telecommunications direct requests.
54 54  
55 55  If you have a master file including multiple codes for circulationc sources, separate the file by source (e.g. a sub-file for each 3b category/source of circulation) and import each sub-file using the appropriate source code created in ONEcount.
... ... @@ -58,7 +58,7 @@
58 58  
59 59  Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
60 60  
61 -
61 +\\
62 62  
63 63  ==== Map Data ====
64 64  
... ... @@ -70,13 +70,13 @@
70 70  
71 71  You may select to use a template and then modify it by adding/removing fields to be mapped (as described in Step 4.)
72 72  
73 -
73 +\\
74 74  
75 75  **3b. If not using an Import Mapping Template: The mapping function is found below the list of mapping templates. Proceed to Step 4.**
76 76  
77 77  [[image:attach:3b.__If_not_using_an_Import_Mapping_Template__The_mapping.png||align="center"]]
78 78  
79 -
79 +\\
80 80  
81 81  **4. Proceed to the mapping section and map your fields (either from scratch or by modifying an Import Mapping Template).**
82 82  
... ... @@ -105,7 +105,7 @@
105 105  
106 106  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".
107 107  
108 -
108 +\\
109 109  
110 110  {{error}}
111 111  **5. DO NOT SKIP THIS STEP – ALWAYS CHECK FOR DUPLICATES! Check the box for the Active Question Header(s) you want to check for duplicates against.**
... ... @@ -117,7 +117,7 @@
117 117  
118 118  You can select multiple headers to check for duplicates, but be aware that ONEcount uses “AND” logic when doing so. (% style="color: rgb(0,0,0);" %)For example, if you select to check email, first name, and last name fields for duplicates, ONEcount will look for records in the ONEcount database that have the same email AND first name AND last name as a record being imported. A record would be a duplicate only if all three fields match.
119 119  
120 -
120 +\\
121 121  
122 122  {{error}}
123 123  It is important to be sure that records in ONEcount and the import file contain data for the fields you are checking for duplicates against. If they don't, a record may not be matched as a duplicate. For example, you check for duplicates against email AND last name: a record in ONEcount has the same email as a record in the import file and the ONEcount record DOES include last name. The record in the import file DOESN'T include last name. The record won't be counted as a duplicate because the email AND last name do not match.
... ... @@ -139,10 +139,10 @@
139 139  
140 140  //For example~:// You wish to change an assigned code (e.g. a class or subscription type code) for a group of users subscribed to a particular product. First, you would export the list (for more on how to generate lists see the LISTS AND REPORTS Manual), then do a "find and replace" for the code in the exported csv file, and then reimport the file with the new code. The Bulk Operations feature allows you to make bulk status changes, product changes, unsubscribes/ kills, subscriptions to additional products, and to delete multiple records without having to reimport a list. It does not allow for bulk demographic changes at this time. More information can be found in the [[BULK OPERATIONS >>doc:Import and Bulk Operations Essentials]]section of the USER OPERATIONS Manual.
141 141  
142 -
142 +\\
143 143  {{/tip}}
144 144  
145 -
145 +\\
146 146  
147 147  ==== Request Date | Expiration Date | Link to Media Files ====
148 148  
... ... @@ -187,7 +187,7 @@
187 187  If "Null" is inserted into a field in the import file and the corresponding field in the ONEcount database contains data, that field in the ONEcount database WILL BE written over with a blank if the request date of the import is more recent than the date the information was entered into the ONEcount database. If the request date is older than the date the information was entered in the database, the corresponding field will NOT be written over with a blank.
188 188  
189 189  (% style="margin-left: 30.0px;" %)
190 -
190 +\\
191 191  
192 192  **7. Select the column/field in your import file to specify the product Expiration Date. (If you don't specify this, the product Expiration Date will be based upon the Transaction Date, which is the date of the import.)**
193 193  
... ... @@ -197,11 +197,11 @@
197 197  
198 198  (% style="margin-left: 30.0px;" %)
199 199  **For example:**
200 - A product has a term of three years.
200 +A product has a term of three years.
201 201  If a user subscribes online, their subscription will expire three yeasr from the date of their submittal of the subscription form.
202 202  If, however – as in the case of an initial data conversion when implementing a new ONEcount system – lists of users who didn't subscribe to the products online via the ONEcount system are being imported, the import files should contain a field with the expiration date based on the actual subscription date, and that field should be selected as the expiration date. Otherwise, the system will look at the date of import (transaction date) and set the expiration date as three-years from then.
203 203  
204 -
204 +\\
205 205  
206 206  {{error}}
207 207  Note that if you select Expiration Date and select multiple products when importing, the value of that field for each row of the import file will be used to update the Expiration Date for //all// of the products selected.
... ... @@ -210,7 +210,7 @@
210 210  **
211 211  **
212 212  
213 -
213 +\\
214 214  
215 215  (% style="margin-left: 30.0px;" %)
216 216  If data for a user already in the ONEcount system is being re-imported (e.g., to append information to his/her ONEcount profile) and:
... ... @@ -219,10 +219,10 @@
219 219  
220 220  1) the user is imported to a product he/she is already subscribed to, and
221 221  2) Expiration Date is specified
222 -\\ The transaction will show as a renewal to the product and the earlier of the two expiration dates will be ignored. That is, if the expiration date specified in the import file is earlier than the expiration date already in ONEcount, the transaction will appear as a product renewal and the expiration date in ONEcount will not be changed. So, for example, if a user is already subscribed to "Print Magazine" product and the expiration date in ONEcount is 01-01-2015 and that same user is re-imported to that same product with an expiration date in the import file of 01-01-2014, the 01-01-2014 date will be ignored.
222 +\\The transaction will show as a renewal to the product and the earlier of the two expiration dates will be ignored. That is, if the expiration date specified in the import file is earlier than the expiration date already in ONEcount, the transaction will appear as a product renewal and the expiration date in ONEcount will not be changed. So, for example, if a user is already subscribed to "Print Magazine" product and the expiration date in ONEcount is 01-01-2015 and that same user is re-imported to that same product with an expiration date in the import file of 01-01-2014, the 01-01-2014 date will be ignored.
223 223  
224 224  (% style="margin-left: 30.0px;" %)
225 -
225 +\\
226 226  
227 227  **8. To link media files for a record to the folder on your server where the media files are stored, select the column/field from your import file and the folder on your server where media files are stored.***
228 228  
... ... @@ -236,7 +236,7 @@
236 236  
237 237  To link to a file stored on your server, e.g. scanned subscription/renewal cards, enter the path to the file in a column in your import file. Then select the folder on your server where the files are stored. This information will need to be provided to ONEcount so that it can be configured in the ONEcount back end and the folder selections displayed here.
238 238  
239 -
239 +\\
240 240  
241 241  ==== Set and Import ====
242 242  
... ... @@ -246,7 +246,7 @@
246 246  
247 247  You can now either Save the Mapping (See "How to Create an Import Mapping Template" lesson), Import the file, or Reset the mapping.
248 248  
249 -
249 +\\
250 250  
251 251  **10. Click on the Import button.**
252 252  
... ... @@ -258,7 +258,7 @@
258 258  
259 259  Clicking on "Save Mapping Template" will save the mappings to a template. See Mapping Template documentation for more detail.
260 260  
261 -
261 +\\
262 262  
263 263  ==== Pre-Import Summary and Sample Mapping ====
264 264  
... ... @@ -311,7 +311,7 @@
311 311  
312 312  [[image:attach:media_1366813790837.png||align="center"]]
313 313  
314 -
314 +\\
315 315  
316 316  **12. Review the Sample Mapping**
317 317  
... ... @@ -354,7 +354,7 @@
354 354  
355 355  The screenshot below shows a post-import summary with duplicates, and the total matched duplicates in the database and the total duplicates in the file don't match. At this point, you have the option to either Download Duplicates in the File, Download Duplicates in ONEcount, or Process Duplicates.
356 356  
357 -
357 +\\
358 358  
359 359  (% style="margin-left: 30.0px;" %)
360 360  **a. "__Download Duplicates in file" and "Download Duplicates in ONEcount"__**
... ... @@ -374,7 +374,7 @@
374 374  
375 375  (% style="margin-left: 60.0px;" %)
376 376  (% style="color: rgb(0,0,0);" %)**Using the Example from Step 11 above:**(%%)
377 - (% style="color: rgb(0,0,0);" %)"Download Duplicates in ONEcount" will create a .csv file of the 9 records in ONEcount that are identified as duplicates of records in the import file.
377 +(% style="color: rgb(0,0,0);" %)"Download Duplicates in ONEcount" will create a .csv file of the 9 records in ONEcount that are identified as duplicates of records in the import file.
378 378  \\Using the example in Step 11 above, **6** of the duplicates will have a blank email field (which matches the one record in the import file without an email) and **3** will be records that match the email addresses of 3 records in the import file.
379 379  
380 380  (% style="margin-left: 60.0px;" %)
... ... @@ -383,7 +383,7 @@
383 383  (% style="margin-left: 60.0px;" %)
384 384  (% style="color: rgb(0,0,0);" %)T(%%)he import window will remain open so you can process the duplicates after reviewing the list if you choose to do so.
385 385  
386 -
386 +\\
387 387  
388 388  {{error}}
389 389  It is recommended to review the list of duplicates both in the file and in ONEcount prior to processing them in a situation where the numbers of Total Matched Duplicates in the Database and the Total Duplicates in the File don't match.
... ... @@ -397,7 +397,7 @@
397 397  If processing duplicates, selecting a request date on import ensures that only data in the ONEcount database that is older than data in the import file will be written over. ONEcount will compare the request date to the date of the most recent information in the database and only write over information that is older than the request date. This is done on a field-by-field basis within a record.
398 398  {{/tip}}
399 399  
400 -
400 +\\
401 401  
402 402  (% style="margin-left: 30.0px;" %)
403 403  (% style="color: rgb(0,0,0);" %)If there are, say, three records with a blank email field in the import file, then the mapped fields for the six records with a blank email field in the ONEcount database will be written over with the information from the last record with a blank email field in the import file.
... ... @@ -407,7 +407,7 @@
407 407  
408 408  
409 409  (% style="margin-left: 30.0px;" %)
410 -
410 +\\
411 411  
412 412  (% style="margin-left: 30.0px;" %)
413 413  **b. __Process Duplicates__**
... ... @@ -457,61 +457,61 @@
457 457  [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
458 458  
459 459  (% style="margin-left: 60.0px;" %)
460 -[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
460 +[[doc:Pre-Import Checklist]]
461 461  
462 462  (% style="margin-left: 60.0px;" %)
463 463  
464 464  
465 465  (% style="margin-left: 60.0px;" %)
466 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
466 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
467 467  
468 468  (% style="margin-left: 60.0px;" %)
469 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
469 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
470 470  
471 471  (% style="margin-left: 60.0px;" %)
472 -[[Add Audience>>doc:Add Audience (v12\.x)]]
472 +[[doc:Add Audience]]
473 473  
474 474  (% style="margin-left: 30.0px;" %)
475 475  **Batch Operations**
476 476  
477 477  (% style="margin-left: 60.0px;" %)
478 -[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
478 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
479 479  
480 480  (% style="margin-left: 60.0px;" %)
481 -[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
481 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
482 482  
483 483  (% style="margin-left: 60.0px;" %)
484 -[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
484 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
485 485  
486 486  (% style="margin-left: 60.0px;" %)
487 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
487 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
488 488  
489 489  (% style="margin-left: 60.0px;" %)
490 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
490 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
491 491  
492 492  (% style="margin-left: 60.0px;" %)
493 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
493 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
494 494  
495 495  (% style="margin-left: 30.0px;" %)
496 496  **Target Audience Segments**
497 497  
498 498  (% style="margin-left: 60.0px;" %)
499 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
499 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
500 500  __
501 501  
502 -
502 +\\
503 503  
504 -
504 +\\
505 505  {{/expand}}
506 506  {{/panel}}
507 507  
508 -
508 +\\
509 509  
510 -
510 +\\
511 511  
512 -
512 +\\
513 513  
514 -
514 +\\
515 515  {{/layout-cell}}
516 516  {{/layout-section}}
517 517  {{/layout}}
11.__Review_the_Pre-Import_Summary.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +32.0 KB
Content
12.__Review_the_Sample_Mapping.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +16.9 KB
Content
3b.__If_not_using_an_Import_Mapping_Template__The_mapping.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +27.1 KB
Content
4._Proceed_to_the_mapping_section_and_map_your_fields___1.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +90.0 KB
Content
5.__DO_NOT_SKIP_THIS_STEP_--_ALWAYS_CHECK_FOR_DUPLICATES_.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +45.7 KB
Content
6.__Select_from_the_Request_Date_drop-down_menu_the_fie_1.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +54.9 KB
Content
7.__Select_the_columnfield_in_your_import_file_to_specify.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +34.1 KB
Content
8.__To_link_media_files_for_a_record_to_the_folder_on_you.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +68.8 KB
Content
Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +15.2 KB
Content
Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +16.3 KB
Content
media_1362667166234.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +13.3 KB
Content
media_1366813790837.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +29.0 KB
Content
media_1406494045151.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +1.3 KB
Content
media_1443213231223.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +24.2 KB
Content
media_1443213261172.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +24.4 KB
Content
media_1443213294962.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +43.2 KB
Content
media_1443213396710.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +44.0 KB
Content
media_1443549296560.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +40.5 KB
Content
media_1443551680910.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +559 bytes
Content
media_1443551721550.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +3.7 KB
Content
media_1443552112267.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +856 bytes
Content
media_1443552145622.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +28.2 KB
Content
media_1443552610096.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +41.6 KB
Content
media_1443556620318.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.XWikiGuest
Size
... ... @@ -1,0 +1,1 @@
1 +4.0 KB
Content
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -11927730
1 +66546
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/11927730/Import - How to Import a File (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66546/Import - How to Import a File