Last modified by caterina on 2021/12/28 14:35
From version 6.1
edited by caterina
on 2021/12/28 14:35
Change comment: There is no comment for this version
To version 1.1
edited by melanie@one-count_com
on 2016/12/06 15:41
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
... ... @@ -1,1 +1,1 @@
1 -Import - How to Use an Import Mapping Template
1 +Import - How to Use an Import Mapping Template (v12.x)
Parent
... ... @@ -1,1 +1,0 @@
1 -User Operations - Managing Your Data
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
Content
... ... @@ -1,235 +1,0 @@
1 -{{layout}}
2 -{{layout-section ac:type="two_right_sidebar"}}
3 -{{layout-cell}}
4 -
5 -
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 "DATA MANAGEMENT" WINDOW ===
12 -
13 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
14 -
15 -**Click on "Import Tool".**
16 -
17 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png||thumbnail="true" height="250"]]
18 -
19 -This will open the Import window, as shown below.
20 -
21 -[[image:attach:media_1444247573535.png||align="center"]]
22 -
23 -=== LOCATE AND SELECT A MAPPING TEMPLATE ===
24 -
25 -**~1. In the Import window choose your import file using the "Browse" button (1), and select "Upload File" (2).**
26 -
27 -[[image:attach:media_1444247620819.png||align="center"]]
28 -
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.**//
31 -
32 -//**
33 -**//
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 -
37 -[[image:attach:media_1444247703023.png||align="center"]]
38 -
39 -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.
40 -
41 -{{tip}}
42 -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.
43 -Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
44 -{{/tip}}
45 -
46 -**
47 -**
48 -
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 -
51 -[[image:attach:media_1444247877482.png||align="center"]]
52 -
53 -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.)
54 -
55 -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.
56 -
57 -[[image:attach:media_1358441601547.png||align="center"]]
58 -
59 -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.
60 -
61 -If you wish to ignore those fields – or add any of them after selecting the template – continue with the mapping, click OK.
62 -
63 -[[image:attach:media_1406491575447.png||align="center"]]
64 -
65 -\\
66 -
67 -**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
68 -
69 -[[image:attach:media_1358441791837.png||align="center"]]
70 -
71 -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.)
72 -
73 -* If you add/remove fields to map and don't wish to save as a new template, continue with steps 5-7 below.
74 -* 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.
75 -
76 -[[image:attach:media_1406492917169.png||align="center"]]
77 -
78 -To map additional fields:
79 -
80 -* 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.)
81 -* 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.)
82 -
83 -To move more than one field at a time into the "Active Header" box, select multiple fields then click on "Activate".
84 -
85 -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.
86 -
87 -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.)
88 -
89 -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".
90 -
91 -(% 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.
92 -
93 -More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
94 -
95 -\\
96 -
97 -**5. Select fields to check duplicates against.**
98 -
99 -[[image:attach:media_1406493696569.png||align="center"]]
100 -
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}}
104 -
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}}
108 -
109 -**
110 -**
111 -
112 -**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
113 -
114 -[[image:attach:media_1444248236424.png||align="center"]]
115 -
116 -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).
117 -
118 -**7. Review mapping and selections, then click "Set" at the bottom of the page.**
119 -
120 -[[image:attach:media_1444248109116.png||align="center"]]
121 -
122 -When "Set" is clicked on, the three buttons below will appear.
123 -\\
124 -
125 -**8. Click "Import".**
126 -
127 -[[image:attach:media_1444248408970.png||align="center"]]
128 -
129 -**
130 -**
131 -
132 -**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
133 -
134 -[[image:attach:media_1341506188765.png||align="center"]]
135 -
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.
137 -
138 -
139 -
140 -{{id name="End ScreenSteps Content"/}}
141 -{{/layout-cell}}
142 -
143 -{{layout-cell}}
144 -{{panel title="Search All Documentation:"}}
145 -
146 -
147 -{{livesearch/}}
148 -{{/panel}}
149 -
150 -{{panel title="Search USER OPERATIONS Documentation:"}}
151 -
152 -
153 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
154 -{{/panel}}
155 -
156 -{{panel title="On this page:"}}
157 -
158 -
159 -{{toc/}}
160 -{{/panel}}
161 -
162 -{{panel title="More USER OPERATIONS Documentation"}}
163 -{{expand}}
164 - **Add Users
165 -**
166 -
167 -(% style="margin-left: 60.0px;" %)
168 -
169 -
170 -(% style="margin-left: 60.0px;" %)
171 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
172 -
173 -(% style="margin-left: 60.0px;" %)
174 -[[doc:Pre-Import Checklist]]
175 -
176 -(% style="margin-left: 60.0px;" %)
177 -
178 -
179 -(% style="margin-left: 60.0px;" %)
180 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
181 -
182 -(% style="margin-left: 60.0px;" %)
183 -
184 -
185 -(% style="margin-left: 60.0px;" %)
186 -[[doc:Add Audience]]
187 -
188 -(% style="margin-left: 30.0px;" %)
189 -**Batch Operations**
190 -
191 -(% style="margin-left: 60.0px;" %)
192 -[[doc:Bulk Operation - How to Perform a Batch Delete]]
193 -
194 -(% style="margin-left: 60.0px;" %)
195 -[[doc:Bulk Operation - How to Perform a Batch Product Change]]
196 -
197 -(% style="margin-left: 60.0px;" %)
198 -[[doc:Bulk Operation - How to Perform a Batch Status Change]]
199 -
200 -(% style="margin-left: 60.0px;" %)
201 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
202 -
203 -(% style="margin-left: 60.0px;" %)
204 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
205 -
206 -(% style="margin-left: 60.0px;" %)
207 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
208 -
209 -(% style="margin-left: 30.0px;" %)
210 -**Target Audience Segments**
211 -
212 -(% style="margin-left: 60.0px;" %)
213 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
214 -__
215 -
216 -\\
217 -
218 -\\
219 -{{/expand}}
220 -{{/panel}}
221 -
222 -\\
223 -
224 -\\
225 -
226 -\\
227 -
228 -\\
229 -
230 -\\
231 -
232 -\\
233 -{{/layout-cell}}
234 -{{/layout-section}}
235 -{{/layout}}
Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -15.2 KB
Content
Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -16.3 KB
Content
media_1341506188765.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -16.3 KB
Content
media_1358441601547.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -14.5 KB
Content
media_1358441791837.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -41.4 KB
Content
media_1406491575447.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -14.8 KB
Content
media_1406492917169.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -89.7 KB
Content
media_1406493696569.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -55.2 KB
Content
media_1444247502716.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -21.1 KB
Content
media_1444247544053.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -24.8 KB
Content
media_1444247573535.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -39.4 KB
Content
media_1444247620819.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -44.0 KB
Content
media_1444247703023.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -44.3 KB
Content
media_1444247877482.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -39.5 KB
Content
media_1444248109116.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -609 bytes
Content
media_1444248236424.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -76.6 KB
Content
media_1444248408970.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -3.7 KB
Content
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -66529
1 +66545
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/66529/Import - How to Use an Import Mapping Template
1 +https://info.onecount.net//wiki/spaces/OD/pages/66545/Import - How to Use an Import Mapping Template (v12.x)