Last modified by caterina on 2021/12/28 14:35
From version 5.1
edited by melanie@one-count_com
on 2016/12/14 14:59
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 -=== OPEN 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 -=== LOCATE AND SELECT 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.) //**
32 -The list has not been imported at this point but uploaded to the system in preparation for import.**//
33 -
34 -//**
35 -**//
36 -
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 -
39 -[[image:attach:media_1444247703023.png||align="center"]]
40 -
41 -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.
42 -
43 -{{tip}}
44 -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.
45 - Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
46 -{{/tip}}
47 -
48 -**
49 -**
50 -
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 -
53 -[[image:attach:media_1444247877482.png||align="center"]]
54 -
55 -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.)
56 -
57 -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.
58 -
59 -[[image:attach:media_1358441601547.png||align="center"]]
60 -
61 -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.
62 -
63 -If you wish to ignore those fields – or add any of them after selecting the template – continue with the mapping, click OK.
64 -
65 -[[image:attach:media_1406491575447.png||align="center"]]
66 -
67 -
68 -
69 -**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
70 -
71 -[[image:attach:media_1358441791837.png||align="center"]]
72 -
73 -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.)
74 -
75 -* If you add/remove fields to map and don't wish to save as a new template, continue with steps 5-7 below.
76 -* 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.
77 -
78 -[[image:attach:media_1406492917169.png||align="center"]]
79 -
80 -To map additional fields:
81 -
82 -* 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.)
83 -* 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.)
84 -
85 -To move more than one field at a time into the "Active Header" box, select multiple fields then click on "Activate".
86 -
87 -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.
88 -
89 -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.)
90 -
91 -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".
92 -
93 -(% 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.
94 -
95 -More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
96 -
97 -
98 -
99 -**5. Select fields to check duplicates against.**
100 -
101 -[[image:attach:media_1406493696569.png||align="center"]]
102 -
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}}
106 -
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}}
110 -
111 -**
112 -**
113 -
114 -**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
115 -
116 -[[image:attach:media_1444248236424.png||align="center"]]
117 -
118 -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).
119 -
120 -**7. Review mapping and selections, then click "Set" at the bottom of the page.**
121 -
122 -[[image:attach:media_1444248109116.png||align="center"]]
123 -
124 -When "Set" is clicked on, the three buttons below will appear.
125 -\\
126 -
127 -**8. Click "Import".**
128 -
129 -[[image:attach:media_1444248408970.png||align="center"]]
130 -
131 -**
132 -**
133 -
134 -**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
135 -
136 -[[image:attach:media_1341506188765.png||align="center"]]
137 -
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.
139 -
140 -
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142 -{{id name="End ScreenSteps Content"/}}
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145 -{{layout-cell}}
146 -{{panel title="Search All Documentation:"}}
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148 -
149 -{{livesearch/}}
150 -{{/panel}}
151 -
152 -{{panel title="Search USER OPERATIONS Documentation:"}}
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154 -
155 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
156 -{{/panel}}
157 -
158 -{{panel title="On this page:"}}
159 -
160 -
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;" %)
179 -
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;" %)
185 -
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)]]
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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)]]
201 -
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 -11927732
1 +66545
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927732/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)