Last modified by caterina on 2021/12/28 14:35
From version 4.1
edited by melanie@one-count_com
on 2016/12/08 10:53
Change comment: There is no comment for this version
To version 5.1
edited by melanie@one-count_com
on 2016/12/14 13:59
Change comment: There is no comment for this version

Summary

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Content
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8 8  
9 9  Please refer to Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
10 10  
11 -=== OPENING THE "IMPORT" WINDOW ===
11 +=== OPEN THE "IMPORT" WINDOW ===
12 12  
13 -=== Select User Operations from the Main Menu. ===
13 +**Select User Operations from the Main Menu.**
14 14  
15 15  [[image:attach:media_1444247502716.png||align="center"]]
16 16  
17 -=== Click on "Import". ===
17 +**Click on "Import".**
18 18  
19 19  [[image:attach:media_1444247544053.png||align="center"]]
20 20  
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22 22  
23 23  [[image:attach:media_1444247573535.png||align="center"]]
24 24  
25 -=== LOCATING AND USING A MAPPING TEMPLATE ===
25 +=== LOCATE AND SELECT A MAPPING TEMPLATE ===
26 26  
27 -=== 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).**
28 28  
29 29  [[image:attach:media_1444247620819.png||align="center"]]
30 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.**//
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.**//
32 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 +**//
34 34  
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 +
35 35  [[image:attach:media_1444247703023.png||align="center"]]
36 36  
37 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 38  
43 +{{tip}}
39 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 40   Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
46 +{{/tip}}
41 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". ===
48 +**
49 +**
43 43  
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 +
44 44  [[image:attach:media_1444247877482.png||align="center"]]
45 45  
46 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.)
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55 55  
56 56  [[image:attach:media_1406491575447.png||align="center"]]
57 57  
58 -=== 4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template. ===
67 +
59 59  
69 +**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
70 +
60 60  [[image:attach:media_1358441791837.png||align="center"]]
61 61  
62 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.)
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83 83  
84 84  More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
85 85  
86 -=== 5. Select fields to check duplicates against. ===
97 +
87 87  
99 +**5. Select fields to check duplicates against.**
100 +
88 88  [[image:attach:media_1406493696569.png||align="center"]]
89 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.**
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}}
91 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.
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}}
93 93  
94 -=== 6. Set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
111 +**
112 +**
95 95  
114 +**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
115 +
96 96  [[image:attach:media_1444248236424.png||align="center"]]
97 97  
98 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 99  
100 -=== 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.**
101 101  
102 102  [[image:attach:media_1444248109116.png||align="center"]]
103 103  
104 104  When "Set" is clicked on, the three buttons below will appear.
125 +\\
105 105  
106 -=== 8. Click "Import". ===
127 +**8. Click "Import".**
107 107  
108 108  [[image:attach:media_1444248408970.png||align="center"]]
109 109  
110 -=== 9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual. ===
131 +**
132 +**
111 111  
134 +**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
135 +
112 112  [[image:attach:media_1341506188765.png||align="center"]]
113 113  
114 -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.
115 115  
116 116  
117 117  
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119 119  {{/layout-cell}}
120 120  
121 121  {{layout-cell}}
122 -**Search all Documentation:**
146 +{{panel title="Search All Documentation:"}}
123 123  
124 124  
125 -
126 126  {{livesearch/}}
150 +{{/panel}}
127 127  
128 -
152 +{{panel title="Search USER OPERATIONS Documentation:"}}
129 129  
130 -**Search USER OPERATIONS Documentation:**
131 131  
155 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
156 +{{/panel}}
132 132  
158 +{{panel title="On this page:"}}
133 133  
134 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
135 135  
136 -
161 +{{toc/}}
162 +{{/panel}}
137 137  
138 -{{expand title="More USER OPERATIONS Documentation"}}
139 -(% style="margin-left: 30.0px;" %)
140 -**Add Users
164 +{{panel title="More USER OPERATIONS Documentation"}}
165 +{{expand}}
166 + **Add Users
141 141  **
142 142  
143 143  (% style="margin-left: 60.0px;" %)
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144 144  
145 145  
146 146  (% style="margin-left: 60.0px;" %)
147 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
173 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
148 148  
149 149  (% style="margin-left: 60.0px;" %)
150 -[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
176 +[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
151 151  
152 152  (% style="margin-left: 60.0px;" %)
153 -[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
154 154  
180 +
155 155  (% style="margin-left: 60.0px;" %)
156 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
182 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
157 157  
158 158  (% style="margin-left: 60.0px;" %)
159 159  
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186 186  **Target Audience Segments**
187 187  
188 188  (% style="margin-left: 60.0px;" %)
189 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
215 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
190 190  __
191 191  
192 192  
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193 193  
194 194  
195 195  {{/expand}}
222 +{{/panel}}
223 +
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196 196  {{/layout-cell}}
197 197  {{/layout-section}}
198 198  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -67540
1 +11927732
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/11927732/Import - How to Use an Import Mapping Template (v12.x)