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
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To version 6.1
edited by caterina
on 2021/12/28 14:35
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
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
Content
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4 4  
5 5  
6 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.
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 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 "DATA MANAGEMENT" WINDOW ===
12 12  
13 -=== 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"]]
14 14  
15 -[[image:attach:media_1444247502716.png||align="center"]]
15 +**Click on "Import Tool".**
16 16  
17 -=== Click on "Import". ===
17 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png||thumbnail="true" height="250"]]
18 18  
19 -[[image:attach:media_1444247544053.png||align="center"]]
20 -
21 21  This will open the Import window, as shown below.
22 22  
23 23  [[image:attach:media_1444247573535.png||align="center"]]
24 24  
25 -=== LOCATING AND USING A MAPPING TEMPLATE ===
23 +=== 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). ===
25 +**~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.**//
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.**//
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.. ===
32 +//**
33 +**//
34 34  
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 +
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  
41 +{{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 - 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}}
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". ===
46 +**
47 +**
43 43  
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 +
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. ===
65 +\\
59 59  
67 +**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
68 +
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. ===
95 +\\
87 87  
97 +**5. Select fields to check duplicates against.**
98 +
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.**
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}}
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.
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}}
93 93  
94 -=== 6. Set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
109 +**
110 +**
95 95  
112 +**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
113 +
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. ===
118 +**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.
123 +\\
105 105  
106 -=== 8. Click "Import". ===
125 +**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. ===
129 +**
130 +**
111 111  
132 +**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
133 +
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.
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.
115 115  
116 116  
117 117  
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119 119  {{/layout-cell}}
120 120  
121 121  {{layout-cell}}
122 -**Search all Documentation:**
144 +{{panel title="Search All Documentation:"}}
123 123  
124 124  
125 -
126 126  {{livesearch/}}
148 +{{/panel}}
127 127  
128 -
150 +{{panel title="Search USER OPERATIONS Documentation:"}}
129 129  
130 -**Search USER OPERATIONS Documentation:**
131 131  
153 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
154 +{{/panel}}
132 132  
156 +{{panel title="On this page:"}}
133 133  
134 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
135 135  
136 -
159 +{{toc/}}
160 +{{/panel}}
137 137  
138 -{{expand title="More USER OPERATIONS Documentation"}}
139 -(% style="margin-left: 30.0px;" %)
140 -**Add Users
162 +{{panel title="More USER OPERATIONS Documentation"}}
163 +{{expand}}
164 + **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)]]
171 +[[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)]]
174 +[[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  
178 +
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)]]
180 +[[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  
160 160  
161 161  (% style="margin-left: 60.0px;" %)
162 -[[Add Audience>>doc:Add Audience (v12\.x)]]
186 +[[doc:Add Audience]]
163 163  
164 164  (% style="margin-left: 30.0px;" %)
165 165  **Batch Operations**
166 166  
167 167  (% 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)]]
192 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
169 169  
170 170  (% 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)]]
195 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
172 172  
173 173  (% 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)]]
198 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
175 175  
176 176  (% 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)]]
201 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
178 178  
179 179  (% 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)]]
204 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
181 181  
182 182  (% 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)]]
207 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
184 184  
185 185  (% style="margin-left: 30.0px;" %)
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)]]__
213 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
190 190  __
191 191  
192 -
216 +\\
193 193  
194 -
218 +\\
195 195  {{/expand}}
220 +{{/panel}}
221 +
222 +\\
223 +
224 +\\
225 +
226 +\\
227 +
228 +\\
229 +
230 +\\
231 +
232 +\\
196 196  {{/layout-cell}}
197 197  {{/layout-section}}
198 198  {{/layout}}
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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/66529/Import - How to Use an Import Mapping Template