Last modified by caterina on 2021/12/28 14:35
From version 7.1
edited by caterina
on 2021/12/28 15:35
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To version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:53
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1 -Import - How to Use an Import Mapping Template
1 +Import - How to Use an Import Mapping Template (v12.x)
Parent
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1 -User Operations - Managing Your Data
Author
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
Content
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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 +=== OPENING 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"]]
22 22  
23 -=== LOCATE AND SELECT A MAPPING TEMPLATE ===
25 +=== LOCATING AND USING A MAPPING TEMPLATE ===
24 24  
25 -**~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). ===
26 26  
27 27  [[image:attach:media_1444247620819.png||align="center"]]
28 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 +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.**//
31 31  
32 -//**
33 -**//
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.. ===
34 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 37  [[image:attach:media_1444247703023.png||align="center"]]
38 38  
39 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 40  
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.
44 -{{/tip}}
40 + Below the Product List, you will see a list of any existing Import Mappings (templates), if any.
45 45  
46 -**
47 -**
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". ===
48 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 51  [[image:attach:media_1444247877482.png||align="center"]]
52 52  
53 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.)
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62 62  
63 63  [[image:attach:media_1406491575447.png||align="center"]]
64 64  
65 -\\
58 +=== 4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template. ===
66 66  
67 -**4. Active Question Headers and Active CSV Headers will be automatically populated based on the import mapping template.**
68 -
69 69  [[image:attach:media_1358441791837.png||align="center"]]
70 70  
71 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.)
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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 -\\
86 +=== 5. Select fields to check duplicates against. ===
96 96  
97 -**5. Select fields to check duplicates against.**
98 -
99 99  [[image:attach:media_1406493696569.png||align="center"]]
100 100  
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}}
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.**
104 104  
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}}
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.
108 108  
109 -**
110 -**
94 +=== 6. Set Request Date field, Expiration Date field, and Media Files fields (all optional). ===
111 111  
112 -**6. Set Request Date field, Expiration Date field, and Media Files fields (all optional).**
113 -
114 114  [[image:attach:media_1444248236424.png||align="center"]]
115 115  
116 116  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).
117 117  
118 -**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. ===
119 119  
120 120  [[image:attach:media_1444248109116.png||align="center"]]
121 121  
122 122  When "Set" is clicked on, the three buttons below will appear.
123 -\\
124 124  
125 -**8. Click "Import".**
106 +=== 8. Click "Import". ===
126 126  
127 127  [[image:attach:media_1444248408970.png||align="center"]]
128 128  
129 -**
130 -**
110 +=== 9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual. ===
131 131  
132 -**9. This will bring you to the Pre-Import Summary and Sample Mapping page. Continue your import as usual.**
133 -
134 134  [[image:attach:media_1341506188765.png||align="center"]]
135 135  
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.
114 +For detailed instructions on how to import a file into the ONEcount system, see the "How to Import a File" lesson.
137 137  
138 138  
139 139  
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141 141  {{/layout-cell}}
142 142  
143 143  {{layout-cell}}
144 -{{panel title="Search All Documentation:"}}
122 +**Search all Documentation:**
145 145  
146 146  
125 +
147 147  {{livesearch/}}
148 -{{/panel}}
149 149  
150 -{{panel title="Search USER OPERATIONS Documentation:"}}
128 +
151 151  
130 +**Search USER OPERATIONS Documentation:**
152 152  
153 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
154 -{{/panel}}
155 155  
156 -{{panel title="On this page:"}}
157 157  
134 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
158 158  
159 -{{toc/}}
160 -{{/panel}}
136 +
161 161  
162 -{{panel title="More USER OPERATIONS Documentation"}}
163 -{{expand}}
164 - **Add Users
138 +{{expand title="More USER OPERATIONS Documentation"}}
139 +(% style="margin-left: 30.0px;" %)
140 +**Add Users
165 165  **
166 166  
167 167  (% style="margin-left: 60.0px;" %)
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168 168  
169 169  
170 170  (% style="margin-left: 60.0px;" %)
171 -[[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)]]
172 172  
173 173  (% style="margin-left: 60.0px;" %)
174 -[[doc:Pre-Import Checklist]]
150 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
175 175  
176 176  (% style="margin-left: 60.0px;" %)
153 +[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
177 177  
178 -
179 179  (% style="margin-left: 60.0px;" %)
180 -[[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)]]
181 181  
182 182  (% style="margin-left: 60.0px;" %)
183 183  
184 184  
185 185  (% style="margin-left: 60.0px;" %)
186 -[[doc:Add Audience]]
162 +[[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]]
168 +[[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]]
171 +[[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]]
174 +[[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]]
177 +[[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]]
180 +[[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]]
183 +[[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]]__
189 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
214 214  __
215 215  
216 -\\
192 +
217 217  
218 -\\
194 +
219 219  {{/expand}}
220 -{{/panel}}
221 -
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233 233  {{/layout-cell}}
234 234  {{/layout-section}}
235 235  {{/layout}}
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1 +67540
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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/67540/Import - How to Use an Import Mapping Template (v12.x)