Last modified by caterina on 2021/12/28 14:35
From version 6.1
edited by caterina
on 2021/12/28 14:35
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To version 5.1
edited by melanie@one-count_com
on 2016/12/14 14:59
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1 -Import - How to Use an Import Mapping Template
1 +Import - How to Use an Import Mapping Template (v12.x)
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1 -User Operations - Managing Your Data
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
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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 "DATA MANAGEMENT" WINDOW ===
11 +=== OPEN THE "IMPORT" WINDOW ===
12 12  
13 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
13 +**Select User Operations from the Main Menu.**
14 14  
15 -**Click on "Import Tool".**
15 +[[image:attach:media_1444247502716.png||align="center"]]
16 16  
17 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 4.png||thumbnail="true" height="250"]]
17 +**Click on "Import".**
18 18  
19 +[[image:attach:media_1444247544053.png||align="center"]]
20 +
19 19  This will open the Import window, as shown below.
20 20  
21 21  [[image:attach:media_1444247573535.png||align="center"]]
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40 40  
41 41  {{tip}}
42 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.
45 + Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
44 44  {{/tip}}
45 45  
46 46  **
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62 62  
63 63  [[image:attach:media_1406491575447.png||align="center"]]
64 64  
65 -\\
67 +
66 66  
67 67  **4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
68 68  
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92 92  
93 93  More detail on importing a .csv file and mapping headers can be found in the "How to Import a File" lesson.
94 94  
95 -\\
97 +
96 96  
97 97  **5. Select fields to check duplicates against.**
98 98  
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171 171  [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
172 172  
173 173  (% style="margin-left: 60.0px;" %)
174 -[[doc:Pre-Import Checklist]]
176 +[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
175 175  
176 176  (% style="margin-left: 60.0px;" %)
177 177  
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183 183  
184 184  
185 185  (% style="margin-left: 60.0px;" %)
186 -[[doc:Add Audience]]
188 +[[Add Audience>>doc:Add Audience (v12\.x)]]
187 187  
188 188  (% style="margin-left: 30.0px;" %)
189 189  **Batch Operations**
190 190  
191 191  (% style="margin-left: 60.0px;" %)
192 -[[doc:Bulk Operation - How to Perform a Batch Delete]]
194 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
193 193  
194 194  (% style="margin-left: 60.0px;" %)
195 -[[doc:Bulk Operation - How to Perform a Batch Product Change]]
197 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
196 196  
197 197  (% style="margin-left: 60.0px;" %)
198 -[[doc:Bulk Operation - How to Perform a Batch Status Change]]
200 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
199 199  
200 200  (% style="margin-left: 60.0px;" %)
201 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
203 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
202 202  
203 203  (% style="margin-left: 60.0px;" %)
204 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
206 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
205 205  
206 206  (% 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]]
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)]]
208 208  
209 209  (% style="margin-left: 30.0px;" %)
210 210  **Target Audience Segments**
211 211  
212 212  (% style="margin-left: 60.0px;" %)
213 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
215 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
214 214  __
215 215  
216 -\\
218 +
217 217  
218 -\\
220 +
219 219  {{/expand}}
220 220  {{/panel}}
221 221  
222 -\\
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223 223  
224 -\\
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225 225  
226 -\\
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227 227  
228 -\\
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229 229  
230 -\\
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231 231  
232 -\\
234 +
233 233  {{/layout-cell}}
234 234  {{/layout-section}}
235 235  {{/layout}}
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1 -66529
1 +11927732
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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/11927732/Import - How to Use an Import Mapping Template (v12.x)