Changes for page Utilities - DExTr

Last modified by rayaan@one-count_com on 2023/11/09 10:38
From version 12.1
edited by Admin
on 2019/12/28 18:29
Change comment: There is no comment for this version
To version 13.1
edited by Admin
on 2020/05/08 15:35
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -263,6 +263,36 @@
263 263  
264 264  
265 265  {{id name="End ScreenSteps Content"/}}
266 +
267 +\\
268 +
269 +**HOW DExTr MAPS DATA**
270 +
271 +The following information is being provided to help you understand how DExTr will map/transform your data on import.
272 +
273 +(% class="diff-block-target" %)
274 +1. On import, ONEcount will always check if fields in the DExTr mapping are present in the file or not; if any field is not present in the file, then we fail the job. This is to ensure that we won’t miss mandatory data or dedupe fields and possibly corrupt the data. If you are importing data and the file does not have all of the fields in the DExTr mapping you are using, you can create a blank column with that field name in it–//as long as that field is not a de-dupe field for the import.//
275 +1. If there are multiple dedupe fields in mapping then we dedupe the data based on order that the fields appear in the mapping. For Example if mapping has dedupe fields as “Email” (1^^st^^ field in order) and “AccountID” (2^^nd^^ field in order) then DExTr will first query the datase for a match on “Email,” if match is not found then it will query on “AccountID”. It always an OR match. You //can not match// on Email AND AccountID
276 +1. If OCID is present as a dedupe field, then it always takes precedence irrespective of order. If you import a file with OCID as a dedupe field, and a record does not have an OCID, then a new user will be created in ONEcount and a unique OCID will be generated.
277 +1. There are a variety of validations which can be added to DExTr mapping like, “Numeric”, “Required” etc.. If any record/row doesn’t satisfy these validations, then that record won’t be imported into ONEcount. It will be saved into a failed record file and mailed to the email address supplied with the import job.
278 +1. If there are any passwords that are being imported, they should be imported as plain text. ONEcount will encrypt the field based on encrypt function for your installation.
279 +1. For Package transactions: Term ID, Package status, source code and transaction type are mandatory.
280 +11. If Term ID is not mapped, then the transaction won’t be imported.
281 +11. IF Package status is not mapped then default Package status from term will be added.
282 +11. If source code is not mapped. Then default source code from import job will be selected.
283 +11. If transaction type is not added, then default type from Import job will be selected.
284 +1. For Product transaction: Product ID, source code and transaction type are mandatory.
285 +11. If Product ID is not mapped, then the transaction won’t be imported.
286 +11. If source code is not mapped. Then default source code from import job will be selected.
287 +11. If transaction type is not added, then default type from Import job will be selected.
288 +1. If Transaction Date is not mapped or not formatted correctly, then current date will be used as request date.
289 +1. If Expiration date is not mapped or not formatted correctly, then expiration date will be calculated based on the duration of the term and the request date.
290 +1. For Engagement imports, Activity type is mandatory.
291 +1. If Engagement date is not formatted, then current date will be used as activity date.
292 +1. If Data and campaign ID, name, List ID and name then they will be imported as well.
293 +1. If dedupe is not added/matched for an engagement import then new users will be created in the system just like Users and transaction import.
294 +
295 +\\
266 266  {{/layout-cell}}
267 267  
268 268  {{layout-cell}}
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -23331872
1 +45940746
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/23331872/Utilities - DExTr
1 +https://info.onecount.net//wiki/spaces/OD/pages/45940746/Utilities - DExTr