Last modified by caterina on 2021/12/28 14:35
From version 5.1
edited by melanie@one-count_com
on 2016/12/14 13:59
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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
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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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 -=== OPEN 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"]]
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42 42  
43 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 - 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.
46 46  {{/tip}}
47 47  
48 48  **
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64 64  
65 65  [[image:attach:media_1406491575447.png||align="center"]]
66 66  
67 -
65 +\\
68 68  
69 69  **4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
70 70  
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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 -
95 +\\
98 98  
99 99  **5. Select fields to check duplicates against.**
100 100  
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173 173  [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
174 174  
175 175  (% style="margin-left: 60.0px;" %)
176 -[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
174 +[[doc:Pre-Import Checklist]]
177 177  
178 178  (% style="margin-left: 60.0px;" %)
179 179  
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185 185  
186 186  
187 187  (% style="margin-left: 60.0px;" %)
188 -[[Add Audience>>doc:Add Audience (v12\.x)]]
186 +[[doc:Add Audience]]
189 189  
190 190  (% style="margin-left: 30.0px;" %)
191 191  **Batch Operations**
192 192  
193 193  (% 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)]]
192 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
195 195  
196 196  (% 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)]]
195 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
198 198  
199 199  (% 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)]]
198 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
201 201  
202 202  (% 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)]]
201 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
204 204  
205 205  (% 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)]]
204 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
207 207  
208 208  (% 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)]]
207 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
210 210  
211 211  (% style="margin-left: 30.0px;" %)
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]]__
213 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
216 216  __
217 217  
218 -
216 +\\
219 219  
220 -
218 +\\
221 221  {{/expand}}
222 222  {{/panel}}
223 223  
224 -
222 +\\
225 225  
226 -
224 +\\
227 227  
228 -
226 +\\
229 229  
230 -
228 +\\
231 231  
232 -
230 +\\
233 233  
234 -
232 +\\
235 235  {{/layout-cell}}
236 236  {{/layout-section}}
237 237  {{/layout}}
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1 -11927732
1 +66529
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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/66529/Import - How to Use an Import Mapping Template