Last modified by caterina on 2021/12/28 14:35
From version 1.1
edited by melanie@one-count_com
on 2016/12/06 15:41
Change comment: There is no comment for this version
To version 5.1
edited by melanie@one-count_com
on 2016/12/14 14:59
Change comment: There is no comment for this version

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1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
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6 +{{id name="Start ScreenSteps Content"/}}
7 + This lesson describes how to use an existing Import Mapping Template to expedite 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 Quick Start Guide - User Operations 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_1444247502716.png||align="center"]]
16 +
17 +**Click on "Import".**
18 +
19 +[[image:attach:media_1444247544053.png||align="center"]]
20 +
21 +This will open the Import window, as shown below.
22 +
23 +[[image:attach:media_1444247573535.png||align="center"]]
24 +
25 +=== LOCATE AND SELECT A MAPPING TEMPLATE ===
26 +
27 +**~1. In the Import window choose your import file using the "Browse" button (1), and select "Upload File" (2).**
28 +
29 +[[image:attach:media_1444247620819.png||align="center"]]
30 +
31 +The list will be uploaded, and the Import window opened. You will see a confirmation that the list was uploaded successfully, along with the number of records uploaded. (See screen shot below.) //**
32 +The list has not been imported at this point but uploaded to the system in preparation for import.**//
33 +
34 +//**
35 +**//
36 +
37 +**2. Give your import an Import Title (1), Import Description (2), select a Source Code (3), select the product(s) from the Product List (4), and select a product status..**
38 +
39 +[[image:attach:media_1444247703023.png||align="center"]]
40 +
41 +Note that the product terms are what appear in the list of products (#4 above) in the Import Engine. Because all products have a term(s) and if a product has multiple terms (i.e. a free print subscription and a paid print subscription), each term needs to appear in the "product" list so that a user can be subscribed to that specific term.
42 +
43 +{{tip}}
44 +You can select multiple products. Be aware that when selecting multiple products the same Source Code and Product Status will be applied to all selected products.
45 + Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
46 +{{/tip}}
47 +
48 +**
49 +**
50 +
51 +**3. Below the Product List, you will see a list of any existing Import Mappings (templates). Find the template you wish to use and select "Use".**
52 +
53 +[[image:attach:media_1444247877482.png||align="center"]]
54 +
55 +Note that prior to selecting "Use", there is no mapping in the mapping section below the template list (Active Question and Active CSV headers are blank.)
56 +
57 +If the .csv import file you are using does not contain fields that are saved in the mapping template, those fields will be ignored and you will receive a notification as shown below. If you wish to ignore those fields – or add any of them after selecting the template – continue with the mapping, click OK.
58 +
59 +[[image:attach:media_1358441601547.png||align="center"]]
60 +
61 +If there are many fields mapped to the Mapping Template but not present in the import file, a message displaying the count of fields not present and not a complete listing of the fields will be displayed, as shown below.
62 +
63 +If you wish to ignore those fields – or add any of them after selecting the template – continue with the mapping, click OK.
64 +
65 +[[image:attach:media_1406491575447.png||align="center"]]
66 +
67 +
68 +
69 +**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
70 +
71 +[[image:attach:media_1358441791837.png||align="center"]]
72 +
73 +You may add additional fields to be mapped at this point and either save as a new template or continue with the import. (See screenshot below for directions on how to map additional fields.)
74 +
75 +* If you add/remove fields to map and don't wish to save as a new template, continue with steps 5-7 below.
76 +* If you add/remove fields to map and wish to save as a new template, follow steps 4-7 in the "How to Create an Import Mapping Template" lesson.
77 +
78 +[[image:attach:media_1406492917169.png||align="center"]]
79 +
80 +To map additional fields:
81 +
82 +* 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.)
83 +* 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.)
84 +
85 +To move more than one field at a time into the "Active Header" box, select multiple fields then click on "Activate".
86 +
87 +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.
88 +
89 +When mapping fields, Active Question Headers and Active CSV Headers must match, ie the fields must be in the same order. (See purple arrows in screenshot above.)
90 +
91 +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".
92 +
93 +(% style="color: rgb(255,0,0);" %)If you plan on completing an import after modifying the template, select field(s) against which to check for duplicates.
94 +
95 +More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
96 +
97 +
98 +
99 +**5. Select fields to check duplicates against.**
100 +
101 +[[image:attach:media_1406493696569.png||align="center"]]
102 +
103 +{{error}}
104 +(% style="color: rgb(0,0,0);" %)**ALWAYS BE SURE TO CHECK FOR DUPLICATES. IF YOU DON'T, DUPLICATE RECORDS MAY BE ADDED TO THE ONECOUNT DATABASE.**
105 +{{/error}}
106 +
107 +{{error}}
108 +**When saving a mapping template, only the Active Headers will be saved. Fields to check for duplicates WILL NOT be saved.**
109 +{{/error}}
110 +
111 +**
112 +**
113 +
114 +**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
115 +
116 +[[image:attach:media_1444248236424.png||align="center"]]
117 +
118 +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).
119 +
120 +**7. Review mapping and selections, then click "Set" at the bottom of the page.**
121 +
122 +[[image:attach:media_1444248109116.png||align="center"]]
123 +
124 +When "Set" is clicked on, the three buttons below will appear.
125 +\\
126 +
127 +**8. Click "Import".**
128 +
129 +[[image:attach:media_1444248408970.png||align="center"]]
130 +
131 +**
132 +**
133 +
134 +**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
135 +
136 +[[image:attach:media_1341506188765.png||align="center"]]
137 +
138 +For detailed instructions on how to import a file into the ONEcount system, see the "[[How to Import a File">>doc:Import - How to Import a File]] lesson.
139 +
140 +
141 +
142 +{{id name="End ScreenSteps Content"/}}
143 +{{/layout-cell}}
144 +
145 +{{layout-cell}}
146 +{{panel title="Search All Documentation:"}}
147 +
148 +
149 +{{livesearch/}}
150 +{{/panel}}
151 +
152 +{{panel title="Search USER OPERATIONS Documentation:"}}
153 +
154 +
155 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
156 +{{/panel}}
157 +
158 +{{panel title="On this page:"}}
159 +
160 +
161 +{{toc/}}
162 +{{/panel}}
163 +
164 +{{panel title="More USER OPERATIONS Documentation"}}
165 +{{expand}}
166 + **Add Users
167 +**
168 +
169 +(% style="margin-left: 60.0px;" %)
170 +
171 +
172 +(% style="margin-left: 60.0px;" %)
173 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
174 +
175 +(% style="margin-left: 60.0px;" %)
176 +[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
177 +
178 +(% style="margin-left: 60.0px;" %)
179 +
180 +
181 +(% style="margin-left: 60.0px;" %)
182 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
183 +
184 +(% style="margin-left: 60.0px;" %)
185 +
186 +
187 +(% style="margin-left: 60.0px;" %)
188 +[[Add Audience>>doc:Add Audience (v12\.x)]]
189 +
190 +(% style="margin-left: 30.0px;" %)
191 +**Batch Operations**
192 +
193 +(% style="margin-left: 60.0px;" %)
194 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
195 +
196 +(% style="margin-left: 60.0px;" %)
197 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
198 +
199 +(% style="margin-left: 60.0px;" %)
200 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
201 +
202 +(% style="margin-left: 60.0px;" %)
203 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
204 +
205 +(% style="margin-left: 60.0px;" %)
206 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
207 +
208 +(% style="margin-left: 60.0px;" %)
209 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
210 +
211 +(% style="margin-left: 30.0px;" %)
212 +**Target Audience Segments**
213 +
214 +(% style="margin-left: 60.0px;" %)
215 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
216 +__
217 +
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221 +{{/expand}}
222 +{{/panel}}
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235 +{{/layout-cell}}
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Confluence.Code.ConfluencePageClass[0]
id
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1 -66545
1 +11927732
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66545/Import - How to Use an Import Mapping Template (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/11927732/Import - How to Use an Import Mapping Template (v12.x)