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 5.1
edited by melanie@one-count_com
on 2016/12/14 14:59
Change comment: There is no comment for this version

Summary

Details

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3 3  {{id name="Start ScreenSteps Content"/}}
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5 5  
6 6  Please refer to Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
7 7  
8 -=== OPENING THE "IMPORT" WINDOW ===
11 +=== OPEN THE "IMPORT" WINDOW ===
9 9  
10 -=== Select User Operations from the Main Menu. ===
13 +**Select User Operations from the Main Menu.**
11 11  
12 12  [[image:attach:media_1444247502716.png||align="center"]]
13 13  
14 -=== Click on "Import". ===
17 +**Click on "Import".**
15 15  
16 16  [[image:attach:media_1444247544053.png||align="center"]]
17 17  
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19 19  
20 20  [[image:attach:media_1444247573535.png||align="center"]]
21 21  
22 -=== LOCATING AND USING A MAPPING TEMPLATE ===
25 +=== LOCATE AND SELECT A MAPPING TEMPLATE ===
23 23  
24 -=== 1. In the Import window choose your import file using the "Browse" button (1), and select "Upload File" (2). ===
27 +**~1. In the Import window choose your import file using the "Browse" button (1), and select "Upload File" (2).**
25 25  
26 26  [[image:attach:media_1444247620819.png||align="center"]]
27 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.**//
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.**//
29 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.. ===
34 +//**
35 +**//
31 31  
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 +
32 32  [[image:attach:media_1444247703023.png||align="center"]]
33 33  
34 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 35  
43 +{{tip}}
36 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 37   Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
46 +{{/tip}}
38 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". ===
48 +**
49 +**
40 40  
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 +
41 41  [[image:attach:media_1444247877482.png||align="center"]]
42 42  
43 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.)
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52 52  
53 53  [[image:attach:media_1406491575447.png||align="center"]]
54 54  
55 -=== 4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template. ===
67 +
56 56  
69 +**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
70 +
57 57  [[image:attach:media_1358441791837.png||align="center"]]
58 58  
59 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.)
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80 80  
81 81  More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
82 82  
83 -=== 5. Select fields to check duplicates against. ===
97 +
84 84  
99 +**5. Select fields to check duplicates against.**
100 +
85 85  [[image:attach:media_1406493696569.png||align="center"]]
86 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.**
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}}
88 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.
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}}
90 90  
91 -=== 6. Set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
111 +**
112 +**
92 92  
114 +**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
115 +
93 93  [[image:attach:media_1444248236424.png||align="center"]]
94 94  
95 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 96  
97 -=== 7. Review mapping and selections, then click "Set" at the bottom of the page. ===
120 +**7. Review mapping and selections, then click "Set" at the bottom of the page.**
98 98  
99 99  [[image:attach:media_1444248109116.png||align="center"]]
100 100  
101 101  When "Set" is clicked on, the three buttons below will appear.
125 +\\
102 102  
103 -=== 8. Click "Import". ===
127 +**8. Click "Import".**
104 104  
105 105  [[image:attach:media_1444248408970.png||align="center"]]
106 106  
107 -=== 9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual. ===
131 +**
132 +**
108 108  
134 +**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
135 +
109 109  [[image:attach:media_1341506188765.png||align="center"]]
110 110  
111 -For detailed instructions on how to import a file into the ONEcount system, see the "How to Import a File" lesson.
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.
112 112  
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115 115  {{id name="End ScreenSteps Content"/}}
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146 +{{panel title="Search All Documentation:"}}
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149 +{{livesearch/}}
150 +{{/panel}}
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152 +{{panel title="Search USER OPERATIONS Documentation:"}}
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155 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
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158 +{{panel title="On this page:"}}
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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;" %)
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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;" %)
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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)]]
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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)]]
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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)]]
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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 +__
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Confluence.Code.ConfluencePageClass[0]
id
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1 -66922
1 +11927732
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/11927732/Import - How to Use an Import Mapping Template (v12.x)