Last modified by caterina on 2021/12/28 14:35
From version 3.1
edited by melanie@one-count_com
on 2016/12/06 15:41
Change comment: There is no comment for this version
To version 1.1
edited by melanie@one-count_com
on 2016/12/06 15:41
Change comment: There is no comment for this version

Summary

Details

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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 -66922
1 +66545
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66922/Import - How to Use an Import Mapping Template (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66545/Import - How to Use an Import Mapping Template (v12.x)