Last modified by caterina on 2021/12/28 14:35
From version 2.1
edited by melanie@one-count_com
on 2016/12/06 14:41
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/12/06 14:41
Change comment: There is no comment for this version

Summary

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3 +{{id name="Start ScreenSteps Content"/}}
4 + 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.
5 +
6 +Please refer to Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
7 +
8 +=== OPENING THE "IMPORT" WINDOW ===
9 +
10 +=== Select User Operations from the Main Menu. ===
11 +
12 +[[image:attach:media_1444247502716.png||align="center"]]
13 +
14 +=== Click on "Import". ===
15 +
16 +[[image:attach:media_1444247544053.png||align="center"]]
17 +
18 +This will open the Import window, as shown below.
19 +
20 +[[image:attach:media_1444247573535.png||align="center"]]
21 +
22 +=== LOCATING AND USING A MAPPING TEMPLATE ===
23 +
24 +=== 1. In the Import window choose your import file using the "Browse" button (1), and select "Upload File" (2). ===
25 +
26 +[[image:attach:media_1444247620819.png||align="center"]]
27 +
28 +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.) //**The list has not been imported at this point but uploaded to the system in preparation for import.**//
29 +
30 +=== 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.. ===
31 +
32 +[[image:attach:media_1444247703023.png||align="center"]]
33 +
34 +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.
35 +
36 +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.
37 + Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
38 +
39 +=== 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". ===
40 +
41 +[[image:attach:media_1444247877482.png||align="center"]]
42 +
43 +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.)
44 +
45 +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.
46 +
47 +[[image:attach:media_1358441601547.png||align="center"]]
48 +
49 +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.
50 +
51 +If you wish to ignore those fields – or add any of them after selecting the template – continue with the mapping, click OK.
52 +
53 +[[image:attach:media_1406491575447.png||align="center"]]
54 +
55 +=== 4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template. ===
56 +
57 +[[image:attach:media_1358441791837.png||align="center"]]
58 +
59 +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.)
60 +
61 +* If you add/remove fields to map and don't wish to save as a new template, continue with steps 5-7 below.
62 +* 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.
63 +
64 +[[image:attach:media_1406492917169.png||align="center"]]
65 +
66 +To map additional fields:
67 +
68 +* 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.)
69 +* 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.)
70 +
71 +To move more than one field at a time into the "Active Header" box, select multiple fields then click on "Activate".
72 +
73 +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.
74 +
75 +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.)
76 +
77 +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".
78 +
79 +(% 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.
80 +
81 +More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
82 +
83 +=== 5. Select fields to check duplicates against. ===
84 +
85 +[[image:attach:media_1406493696569.png||align="center"]]
86 +
87 +(% style="color: rgb(223,0,0);" %)**ALWAYS BE SURE TO CHECK FOR DUPLICATES. IF YOU DON'T, DUPLICATE RECORDS MAY BE ADDED TO THE ONECOUNT DATABASE.**
88 +
89 +(% 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.
90 +
91 +=== 6. Set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
92 +
93 +[[image:attach:media_1444248236424.png||align="center"]]
94 +
95 +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).
96 +
97 +=== 7. Review mapping and selections, then click "Set" at the bottom of the page. ===
98 +
99 +[[image:attach:media_1444248109116.png||align="center"]]
100 +
101 +When "Set" is clicked on, the three buttons below will appear.
102 +
103 +=== 8. Click "Import". ===
104 +
105 +[[image:attach:media_1444248408970.png||align="center"]]
106 +
107 +=== 9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual. ===
108 +
109 +[[image:attach:media_1341506188765.png||align="center"]]
110 +
111 +For detailed instructions on how to import a file into the ONEcount system, see the "How to Import a File" lesson.
112 +
113 +
114 +
115 +{{id name="End ScreenSteps Content"/}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -66545
1 +66922
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/66922/Import - How to Use an Import Mapping Template (v12.x)