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

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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}}
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197 -{{/layout-section}}
198 -{{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -67540
1 +66545
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67540/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)