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
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To version 7.1
edited by caterina
on 2021/12/28 15:35
Change comment: There is no comment for this version

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1 -Import - How to Use an Import Mapping Template (v12.x)
1 +Import - How to Use an Import Mapping Template
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1 +User Operations - Managing Your Data
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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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 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 "DATA MANAGEMENT" WINDOW ===
12 +
13 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
14 +
15 +**Click on "Import Tool".**
16 +
17 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png||thumbnail="true" height="250"]]
18 +
19 +This will open the Import window, as shown below.
20 +
21 +[[image:attach:media_1444247573535.png||align="center"]]
22 +
23 +=== LOCATE AND SELECT A MAPPING TEMPLATE ===
24 +
25 +**~1. In the Import window choose your import file using the "Browse" button (1), and select "Upload File" (2).**
26 +
27 +[[image:attach:media_1444247620819.png||align="center"]]
28 +
29 +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.) //**
30 +The list has not been imported at this point but uploaded to the system in preparation for import.**//
31 +
32 +//**
33 +**//
34 +
35 +**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..**
36 +
37 +[[image:attach:media_1444247703023.png||align="center"]]
38 +
39 +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.
40 +
41 +{{tip}}
42 +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.
43 +Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
44 +{{/tip}}
45 +
46 +**
47 +**
48 +
49 +**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".**
50 +
51 +[[image:attach:media_1444247877482.png||align="center"]]
52 +
53 +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.)
54 +
55 +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.
56 +
57 +[[image:attach:media_1358441601547.png||align="center"]]
58 +
59 +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.
60 +
61 +If you wish to ignore those fields – or add any of them after selecting the template – continue with the mapping, click OK.
62 +
63 +[[image:attach:media_1406491575447.png||align="center"]]
64 +
65 +\\
66 +
67 +**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
68 +
69 +[[image:attach:media_1358441791837.png||align="center"]]
70 +
71 +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.)
72 +
73 +* If you add/remove fields to map and don't wish to save as a new template, continue with steps 5-7 below.
74 +* 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.
75 +
76 +[[image:attach:media_1406492917169.png||align="center"]]
77 +
78 +To map additional fields:
79 +
80 +* 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.)
81 +* 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.)
82 +
83 +To move more than one field at a time into the "Active Header" box, select multiple fields then click on "Activate".
84 +
85 +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.
86 +
87 +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.)
88 +
89 +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".
90 +
91 +(% 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.
92 +
93 +More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
94 +
95 +\\
96 +
97 +**5. Select fields to check duplicates against.**
98 +
99 +[[image:attach:media_1406493696569.png||align="center"]]
100 +
101 +{{error}}
102 +(% 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.**
103 +{{/error}}
104 +
105 +{{error}}
106 +**When saving a mapping template, only the Active Headers will be saved. Fields to check for duplicates WILL NOT be saved.**
107 +{{/error}}
108 +
109 +**
110 +**
111 +
112 +**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
113 +
114 +[[image:attach:media_1444248236424.png||align="center"]]
115 +
116 +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).
117 +
118 +**7. Review mapping and selections, then click "Set" at the bottom of the page.**
119 +
120 +[[image:attach:media_1444248109116.png||align="center"]]
121 +
122 +When "Set" is clicked on, the three buttons below will appear.
123 +\\
124 +
125 +**8. Click "Import".**
126 +
127 +[[image:attach:media_1444248408970.png||align="center"]]
128 +
129 +**
130 +**
131 +
132 +**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
133 +
134 +[[image:attach:media_1341506188765.png||align="center"]]
135 +
136 +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.
137 +
138 +
139 +
140 +{{id name="End ScreenSteps Content"/}}
141 +{{/layout-cell}}
142 +
143 +{{layout-cell}}
144 +{{panel title="Search All Documentation:"}}
145 +
146 +
147 +{{livesearch/}}
148 +{{/panel}}
149 +
150 +{{panel title="Search USER OPERATIONS Documentation:"}}
151 +
152 +
153 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
154 +{{/panel}}
155 +
156 +{{panel title="On this page:"}}
157 +
158 +
159 +{{toc/}}
160 +{{/panel}}
161 +
162 +{{panel title="More USER OPERATIONS Documentation"}}
163 +{{expand}}
164 + **Add Users
165 +**
166 +
167 +(% style="margin-left: 60.0px;" %)
168 +
169 +
170 +(% style="margin-left: 60.0px;" %)
171 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
172 +
173 +(% style="margin-left: 60.0px;" %)
174 +[[doc:Pre-Import Checklist]]
175 +
176 +(% style="margin-left: 60.0px;" %)
177 +
178 +
179 +(% style="margin-left: 60.0px;" %)
180 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
181 +
182 +(% style="margin-left: 60.0px;" %)
183 +
184 +
185 +(% style="margin-left: 60.0px;" %)
186 +[[doc:Add Audience]]
187 +
188 +(% style="margin-left: 30.0px;" %)
189 +**Batch Operations**
190 +
191 +(% style="margin-left: 60.0px;" %)
192 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
193 +
194 +(% style="margin-left: 60.0px;" %)
195 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
196 +
197 +(% style="margin-left: 60.0px;" %)
198 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
199 +
200 +(% style="margin-left: 60.0px;" %)
201 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
202 +
203 +(% style="margin-left: 60.0px;" %)
204 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
205 +
206 +(% style="margin-left: 60.0px;" %)
207 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
208 +
209 +(% style="margin-left: 30.0px;" %)
210 +**Target Audience Segments**
211 +
212 +(% style="margin-left: 60.0px;" %)
213 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
214 +__
215 +
216 +\\
217 +
218 +\\
219 +{{/expand}}
220 +{{/panel}}
221 +
222 +\\
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224 +\\
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226 +\\
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232 +\\
233 +{{/layout-cell}}
234 +{{/layout-section}}
235 +{{/layout}}
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1 +66529
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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/66529/Import - How to Use an Import Mapping Template