Last modified by caterina on 2021/12/28 14:35
From version 2.1
edited by melanie@one-count_com
on 2016/12/06 15:41
Change comment: There is no comment for this version
To version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:53
Change comment: There is no comment for this version

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1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
4 +
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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 +=== OPENING 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 +=== LOCATING AND USING 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.) //**The list has not been imported at this point but uploaded to the system in preparation for import.**//
32 +
33 +=== 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.. ===
34 +
35 +[[image:attach:media_1444247703023.png||align="center"]]
36 +
37 +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.
38 +
39 +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.
40 + Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
41 +
42 +=== 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". ===
43 +
44 +[[image:attach:media_1444247877482.png||align="center"]]
45 +
46 +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.)
47 +
48 +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.
49 +
50 +[[image:attach:media_1358441601547.png||align="center"]]
51 +
52 +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.
53 +
54 +If you wish to ignore those fields – or add any of them after selecting the template – continue with the mapping, click OK.
55 +
56 +[[image:attach:media_1406491575447.png||align="center"]]
57 +
58 +=== 4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template. ===
59 +
60 +[[image:attach:media_1358441791837.png||align="center"]]
61 +
62 +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.)
63 +
64 +* If you add/remove fields to map and don't wish to save as a new template, continue with steps 5-7 below.
65 +* 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.
66 +
67 +[[image:attach:media_1406492917169.png||align="center"]]
68 +
69 +To map additional fields:
70 +
71 +* 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.)
72 +* 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.)
73 +
74 +To move more than one field at a time into the "Active Header" box, select multiple fields then click on "Activate".
75 +
76 +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.
77 +
78 +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.)
79 +
80 +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".
81 +
82 +(% 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.
83 +
84 +More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
85 +
86 +=== 5. Select fields to check duplicates against. ===
87 +
88 +[[image:attach:media_1406493696569.png||align="center"]]
89 +
90 +(% 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.**
91 +
92 +(% 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.
93 +
94 +=== 6. Set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
95 +
96 +[[image:attach:media_1444248236424.png||align="center"]]
97 +
98 +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).
99 +
100 +=== 7. Review mapping and selections, then click "Set" at the bottom of the page. ===
101 +
102 +[[image:attach:media_1444248109116.png||align="center"]]
103 +
104 +When "Set" is clicked on, the three buttons below will appear.
105 +
106 +=== 8. Click "Import". ===
107 +
108 +[[image:attach:media_1444248408970.png||align="center"]]
109 +
110 +=== 9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual. ===
111 +
112 +[[image:attach:media_1341506188765.png||align="center"]]
113 +
114 +For detailed instructions on how to import a file into the ONEcount system, see the "How to Import a File" lesson.
115 +
116 +
117 +
118 +{{id name="End ScreenSteps Content"/}}
119 +{{/layout-cell}}
120 +
121 +{{layout-cell}}
122 +**Search all Documentation:**
123 +
124 +
125 +
126 +{{livesearch/}}
127 +
128 +
129 +
130 +**Search USER OPERATIONS Documentation:**
131 +
132 +
133 +
134 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
135 +
136 +
137 +
138 +{{expand title="More USER OPERATIONS Documentation"}}
139 +(% style="margin-left: 30.0px;" %)
140 +**Add Users
141 +**
142 +
143 +(% style="margin-left: 60.0px;" %)
144 +
145 +
146 +(% style="margin-left: 60.0px;" %)
147 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
148 +
149 +(% style="margin-left: 60.0px;" %)
150 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
151 +
152 +(% style="margin-left: 60.0px;" %)
153 +[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
154 +
155 +(% style="margin-left: 60.0px;" %)
156 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
157 +
158 +(% style="margin-left: 60.0px;" %)
159 +
160 +
161 +(% style="margin-left: 60.0px;" %)
162 +[[Add Audience>>doc:Add Audience (v12\.x)]]
163 +
164 +(% style="margin-left: 30.0px;" %)
165 +**Batch Operations**
166 +
167 +(% style="margin-left: 60.0px;" %)
168 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
169 +
170 +(% style="margin-left: 60.0px;" %)
171 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
172 +
173 +(% style="margin-left: 60.0px;" %)
174 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
175 +
176 +(% style="margin-left: 60.0px;" %)
177 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
178 +
179 +(% style="margin-left: 60.0px;" %)
180 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
181 +
182 +(% style="margin-left: 60.0px;" %)
183 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
184 +
185 +(% style="margin-left: 30.0px;" %)
186 +**Target Audience Segments**
187 +
188 +(% style="margin-left: 60.0px;" %)
189 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
190 +__
191 +
192 +
193 +
194 +
195 +{{/expand}}
196 +{{/layout-cell}}
197 +{{/layout-section}}
198 +{{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -66545
1 +67540
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/67540/Import - How to Use an Import Mapping Template (v12.x)