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
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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"}}
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1 1  
2 2  
3 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.
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.
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 "DATA MANAGEMENT" WINDOW ===
9 9  
10 -=== Select User Operations from the Main Menu. ===
13 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
11 11  
12 -[[image:attach:media_1444247502716.png||align="center"]]
15 +**Click on "Import Tool".**
13 13  
14 -=== Click on "Import". ===
17 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png||thumbnail="true" height="250"]]
15 15  
16 -[[image:attach:media_1444247544053.png||align="center"]]
17 -
18 18  This will open the Import window, as shown below.
19 19  
20 20  [[image:attach:media_1444247573535.png||align="center"]]
21 21  
22 -=== LOCATING AND USING A MAPPING TEMPLATE ===
23 +=== 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). ===
25 +**~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.**//
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.**//
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.. ===
32 +//**
33 +**//
31 31  
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 +
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  
41 +{{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 - Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
43 +Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
44 +{{/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". ===
46 +**
47 +**
40 40  
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 +
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. ===
65 +\\
56 56  
67 +**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
68 +
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. ===
95 +\\
84 84  
97 +**5. Select fields to check duplicates against.**
98 +
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.**
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}}
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.
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}}
90 90  
91 -=== 6. Set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
109 +**
110 +**
92 92  
112 +**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
113 +
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. ===
118 +**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.
123 +\\
102 102  
103 -=== 8. Click "Import". ===
125 +**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. ===
129 +**
130 +**
108 108  
132 +**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
133 +
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.
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.
112 112  
113 113  
114 114  
115 115  {{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 +
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219 +{{/expand}}
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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/66529/Import - How to Use an Import Mapping Template