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 4.1
edited by melanie@one-count_com
on 2016/12/08 11:53
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 -=== OPEN THE "IMPORT" WINDOW ===
11 +=== OPENING 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  
... ... @@ -22,34 +22,25 @@
22 22  
23 23  [[image:attach:media_1444247573535.png||align="center"]]
24 24  
25 -=== LOCATE AND SELECT A MAPPING TEMPLATE ===
25 +=== LOCATING AND USING 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.) //**
32 -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.) //**The list has not been imported at this point but uploaded to the system in preparation for import.**//
33 33  
34 -//**
35 -**//
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.. ===
36 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 39  [[image:attach:media_1444247703023.png||align="center"]]
40 40  
41 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 42  
43 -{{tip}}
44 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 45   Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
46 -{{/tip}}
47 47  
48 -**
49 -**
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". ===
50 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 53  [[image:attach:media_1444247877482.png||align="center"]]
54 54  
55 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.)
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64 64  
65 65  [[image:attach:media_1406491575447.png||align="center"]]
66 66  
67 -
58 +=== 4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template. ===
68 68  
69 -**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
70 -
71 71  [[image:attach:media_1358441791837.png||align="center"]]
72 72  
73 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.)
... ... @@ -94,48 +94,35 @@
94 94  
95 95  More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
96 96  
97 -
86 +=== 5. Select fields to check duplicates against. ===
98 98  
99 -**5. Select fields to check duplicates against.**
100 -
101 101  [[image:attach:media_1406493696569.png||align="center"]]
102 102  
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}}
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.**
106 106  
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}}
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.
110 110  
111 -**
112 -**
94 +=== 6. Set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
113 113  
114 -**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
115 -
116 116  [[image:attach:media_1444248236424.png||align="center"]]
117 117  
118 118  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).
119 119  
120 -**7. Review mapping and selections, then click "Set" at the bottom of the page.**
100 +=== 7. Review mapping and selections, then click "Set" at the bottom of the page. ===
121 121  
122 122  [[image:attach:media_1444248109116.png||align="center"]]
123 123  
124 124  When "Set" is clicked on, the three buttons below will appear.
125 -\\
126 126  
127 -**8. Click "Import".**
106 +=== 8. Click "Import". ===
128 128  
129 129  [[image:attach:media_1444248408970.png||align="center"]]
130 130  
131 -**
132 -**
110 +=== 9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual. ===
133 133  
134 -**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
135 -
136 136  [[image:attach:media_1341506188765.png||align="center"]]
137 137  
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.
114 +For detailed instructions on how to import a file into the ONEcount system, see the "How to Import a File" lesson.
139 139  
140 140  
141 141  
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143 143  {{/layout-cell}}
144 144  
145 145  {{layout-cell}}
146 -{{panel title="Search All Documentation:"}}
122 +**Search all Documentation:**
147 147  
148 148  
125 +
149 149  {{livesearch/}}
150 -{{/panel}}
151 151  
152 -{{panel title="Search USER OPERATIONS Documentation:"}}
128 +
153 153  
130 +**Search USER OPERATIONS Documentation:**
154 154  
155 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
156 -{{/panel}}
157 157  
158 -{{panel title="On this page:"}}
159 159  
134 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
160 160  
161 -{{toc/}}
162 -{{/panel}}
136 +
163 163  
164 -{{panel title="More USER OPERATIONS Documentation"}}
165 -{{expand}}
166 - **Add Users
138 +{{expand title="More USER OPERATIONS Documentation"}}
139 +(% style="margin-left: 30.0px;" %)
140 +**Add Users
167 167  **
168 168  
169 169  (% style="margin-left: 60.0px;" %)
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170 170  
171 171  
172 172  (% style="margin-left: 60.0px;" %)
173 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
147 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
174 174  
175 175  (% style="margin-left: 60.0px;" %)
176 -[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
150 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
177 177  
178 178  (% style="margin-left: 60.0px;" %)
153 +[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
179 179  
180 -
181 181  (% style="margin-left: 60.0px;" %)
182 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
156 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
183 183  
184 184  (% style="margin-left: 60.0px;" %)
185 185  
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212 212  **Target Audience Segments**
213 213  
214 214  (% style="margin-left: 60.0px;" %)
215 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
189 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
216 216  __
217 217  
218 218  
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219 219  
220 220  
221 221  {{/expand}}
222 -{{/panel}}
223 -
224 -
225 -
226 -
227 -
228 -
229 -
230 -
231 -
232 -
233 -
234 -
235 235  {{/layout-cell}}
236 236  {{/layout-section}}
237 237  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -11927732
1 +67540
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/67540/Import - How to Use an Import Mapping Template (v12.x)