Changes for page Utilities - DExTr

Last modified by rayaan@one-count_com on 2023/11/09 10:38
From version 5.1
edited by melanie@one-count_com
on 2016/12/13 13:43
Change comment: There is no comment for this version
To version 15.1
edited by rayaan@one-count_com
on 2023/11/09 10:38
Change comment: There is no comment for this version

Summary

Details

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Title
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1 -Utilities - Mapper (v12.x)
1 +Utilities - DExTr
Parent
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1 +System Utilities
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.rayaan@one-count_com
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - The Mapper is used to create mappings for generating automated feed reports for export and for data import. This tool allows you to map your, or third party, data to ONEcount questions/data fields.
8 8  
8 +DExTr is ONEcount’s data exchange and transformation engine. This tool enables data exchanges between any data source or third-party vendor. Establish a data map once and, going forward, easily import and export data in and out of ONEcount’s Customer Data Platform.
9 +
10 +This tool the capabilities to map and sync first- or third-party data to ONEcount questions/data fields.
11 +
12 +If there are multiple databases with similar fields, DExTr can consolidate the similar datapoints into a single ONEcount question or keep the fields separate. //(Example: if the field for ‘Customer ID’ in a legacy database is “CUST_ID” and the field name in a CRM is “CID”, there is an option to have the data consolidated in to the single ONEcount question that may be named “CustomerID”.//
13 +
9 9  **If you will be using the Dashboard Feed Report function to generate an automated feed report or will be performing a data import that requires mapping external file questions/data to ONEcount questions/data, you must complete the report mapping here first.**
10 10  
11 11  There are three types of mapping in the Mapper: Demographic Mapping and Transaction Mapping.
12 12  
13 -* **Demographic Mapping:** Demographic mapping maps external demographic questions/data fields and responses to ONEcount demographic questions and responses.
14 -* **Transaction Mapping:** Transaction mapping maps external transaction data, e.g. product activity, status, and date formats.
15 -* **Activity Mapping:** Activity mapping maps external activity headers, e.g. time on page, URL, impressions, etc. This mapping is used primarily for feed reports for export.
18 +* (((
19 +**Demographic Mapping:** Demographic mapping maps external demographic questions/data fields and responses to ONEcount demographic questions and responses.
20 +)))
21 +* (((
22 +**Transaction Mapping:** Transaction mapping maps external transaction data, e.g. product purchase activity, status, and date formats.
23 +)))
24 +* (((
25 +**Engagement Mapping:** Activity mapping maps external activity headers, e.g. time on page, URL, impressions, etc. This mapping is used primarily for feed reports for export, or importing activity from another system like an e-mail system.
26 +)))
16 16  
17 17  One or all of these types of mapping may be required, depending on the type of automated feed report you want to generate or the data import you'll be performing.
18 18  
19 -You can either import a layout file (.csv format) and map demographics and transactions directly from that file or manually enter the demographics, transactions, and activities you wish to map to ONEcount questions/data fields, or do a combination of both.
30 +You can either import a layout file (.csv format) with all of the necessary demographic, transacactional and engagement fields,  and map demographics and transactions directly from that file, or you can manually enter the demographics, transactions, and activities you wish to map to ONEcount questions/data fields, or do a combination of both.
20 20  
21 21  **Please Note:**
22 22  
23 -**ONEcount questions and response values must be created prior to performing mapping.**
34 +**ONEcount questions, response valuess, products and packages must be created prior to performing mapping.**
24 24  
25 25  **Third-party activity headers currently can't be mapped via an uploaded layout file. They must be mapped manually in the Activity Mapping Area.**
26 26  
27 -== **OPEN THE MAPPING WINDOW** ==
38 +**OPEN THE MAPPING WINDOW**
28 28  
29 -=== Select UTILTIES from the main menu. ===
40 +Select DATA MANAGEMENT from the main menu and the DExTr from the sub-menu.
30 30  
31 -[[image:attach:media_1468251499518.png||align="center"]]
42 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 8.png||thumbnail="true" height="250"]]
32 32  
33 -=== Select Mapper from the sub-menu. ===
44 +This will open the Main DExTr Listing Page, as shown below.
34 34  
35 -[[image:attach:media_1468251557794.png||align="center"]]
46 +**CREATE A NEW DExTr MAPPING**
36 36  
37 -This will open the Manage Mapping Listing Page, as shown below.
48 +[[image:attach:DExTr Listing Page.png||height="250"]]
38 38  
39 -== **CREATE A NEW DATA MAPPING** ==
50 +\\
40 40  
41 -[[image:attach:media_1467388147151.png||align="center"]]
42 -
43 43  Select "Create Mapping" to create a new mapping. This will open the Mapping Builder, as shown below.
44 44  
45 45  To edit an existing mapping, select the Edit icon.
46 - To delete an existing mapping, select the Delete icon.
55 +To copy an existing mapping, select the Copy icon.
56 +To delete an existing mapping, select the Delete icon.
57 +\\
47 47  
48 -=== **1 – INFORMATION AND DEMOGRAPHIC MAPPING** ===
59 +\\
49 49  
50 -[[image:attach:media_1468252151743.png||align="center"]]
61 +(% style="margin-left: 30.0px;" %)
62 +\\
51 51  
52 -Information and Demo Mapping consists of three main parts:
64 +=== Creating a Data Mapping ===
53 53  
54 -**1 – Information**
55 - **2 – Mapping Area**
56 - **3 – ONEcount Questions**
66 +**[[image:attach:New-DExTr-Mapping.png||height="250"]]**
57 57  
58 -See below for detail on each part.
68 +\\
59 59  
60 -==== (% style="color: rgb(128,0,0);" %)__Information__(%%) ====
70 +As you can see, a DExTr mapping consists of the following parts. You may use any or all of these components. The only required component to save the mapping is the mapping Title. All other components are optional.
61 61  
62 -(% style="margin-left: 30.0px;" %)
63 -**Name:** Give the mapping a name (required)
72 +Navigate across the six tabs at the top of the interface to configure how the customer data platform will interpret and exchange data.
64 64  
65 -(% style="margin-left: 30.0px;" %)
66 -**Description:** Provide a description of the mapping (optional)
74 +1. (((
75 +(((
76 +Exchange Map** - **Define Exchange Map
77 +)))
67 67  
68 -(% style="margin-left: 30.0px;" %)
69 -**Select whether you want to map transactions and/or activity:** You can create a mapping for demographic questions only, or map any combination of demographics, transactions, and actions.
79 +(((
80 +1. (((
81 +Enter a name and description for this data exchange, then proceed to the next tab (Demographic Fields).
82 +)))
83 +)))
84 +)))
70 70  
71 -(% style="margin-left: 30.0px;" %)
72 -**Upload Layout:** Uploading a layout document is optional. You may opt to manually enter demographic and transactional questions and values to be mapped to ONEcount questions and values. Or, you may use a combination of both uploading a layout and manual entry.
86 +\\
73 73  
74 -(% style="margin-left: 30.0px;" %)
75 -(% style="text-decoration: underline;" %)//**To Upload a Layout File**//(%%)
76 - Click on the "Browse" button, locate the file on your computer, then click on "Upload File".
88 +[[image:attach:DExTr Demo Tab.png||width="800"]]
77 77  
78 -(% style="margin-left: 30.0px;" %)
79 -When you upload an external layout, the Demographic and Transacton Mapping Areas will be automatically pre-populated with each question/data field and values for that field. (See screenshotbelow)
90 +\\
80 80  
81 -(% style="margin-left: 30.0px;" %)
82 -See screenshots of pre-population and layout formatting rules below.
92 +1. (((
93 +Demographic Fields** - ** Map external demographic questions/data fields and responses to ONEcount demographic questions and responses.
94 +)))
83 83  
84 -(% style="margin-left: 60.0px;text-align: center;" %)
85 -**
86 -**
96 +Define field names (the column headers from the import file) on the left and match them to the ONEcount field on the right.
87 87  
88 -[[image:attach:media_1468252886176.png||align="center"]]
98 +If the ONEcount field does not yet exist, you'll need to create it using the Question Builder (see “Getting Started” section above).Map Values & Field Response Labels (non-text fields only)
89 89  
90 -(% style="margin-left: 60.0px;" %)
91 -_(% style="text-decoration: underline;" %)**Layout File Format**(%%) _
92 - The layout file must be in .csv format and include markers for demographic questions (~#~##demographics), products (~#~##products~#~##), subscription type(~#~##subscriptionType~#~##), and product status (optional) (~#~##productStatus~#~##).
100 +If the response is not a text field and is either a drop down, radio button or check box selection, click the [ Map Values] button in the row under the “Map Responses” column. The Map Values button will open a pop-up window. Listed on the left are ONEcount Response Labels (and values). These are the responses defined for the ONEcount Question paired to the field from the database.  On the right, enter the values that will appear in the import file.  It is very important to map all values, because if a value in the input file is not found in ONEcount, the response for that field will be dropped. ONEcount will not allow external imports to add values to its response table. Also, if the values in your import file exactly match the values that ONEcount has (ie., for the State question, both the import/export file and ONEcount use the two-letter abbreviations) then you do not need to create a mapping.
93 93  
94 -(% style="margin-left: 60.0px;" %)
95 -(% style="text-decoration: underline;" %)//Demographic Mapping//
102 +\\
96 96  
97 -*
98 -**
99 -*** For Demographic Questions: Question text must be in Column A, response values for multiple response-type questions* in Column B, and response text values in Column C.
100 - *Note that text-response type questions, e.g. last name, don't require values in Column B or C.
104 +[[image:attach:DExTr Value Mapping Pop-Up.png||height="250"]]
101 101  
102 -(% style="margin-left: 60.0px;" %)
103 -(% style="text-decoration: underline;" %)//Transaction Mapping//
106 +\\
104 104  
105 -*
106 -**
107 -*** For Products: Product ID must be in Column A and Product name in Column B.
108 -*** For Subscription Type: Sub Type ID/value is in Column A and subscription type name in Column B.
109 -*** For Product Status: Status ID must be in Column A and Status name in Column B.
110 110  \\
111 111  
112 -(% style="text-align: center;" %)
113 -//**Screenshot: Pre-Populated Demographic Questions/Data Fields - Uploaded Layout**//
110 +Define how ONEcount should translate each response using the fields in the right column, ‘Field Response’. DExTr can use the same responses, or you may choose to translate or ‘transform’ data to another format.
114 114  
115 -[[image:attach:media_1467396172019.png||align="center"]]
112 +//(Example: states may be abbreviated with 4 letters in a POS database [Conn., Mass.], while the ecommerce database has two letter abbreviations.)//
116 116  
117 -
114 +\\
118 118  
119 -(% style="text-align: center;" %)
120 -**//Screenshot: Pre-populated Question Responses - Uploaded Layout//**
116 +Optional: add validations for the field to either check for duplicates, require an entry, or verify the format entered to the field.Click “Add” to enter additional demographic fields.
121 121  
122 -[[image:attach:media_1467391080266.png||align="center"]]
118 +1. (((
119 +Transactional Fields** - **Map external transaction data, e.g. product activity, status, and date formats.
120 +)))
123 123  
124 -
122 +* (((
123 +1. (((
124 +Define transactional fields by entering the field name from the import file, the field type and then match the value of the field to the value in ONEcount by clicking the [Map] button.
125 +)))
126 +1. (((
127 +i.e. if the source/import file has a product field called “PUB_TITLE” and the value for current subscribers is “YES” on the import file, but the ONEcount product is “Active Subscriber”, the Package Status Value from the import file should be matched with the Package Status in ONEcount.)
128 +)))
129 +1. (((
130 +Within the “Map Values” pop up window, click “Add” to define all possible transactional statuses.
131 +)))
125 125  
126 -(% style="text-align: center;" %)
127 -**//Screenshot: Pre-Populated Transaction Mapping - Uploaded Layout//**
133 +1.
128 128  
129 -[[image:attach:media_1467391409099.png||align="center"]]
135 +Engagement Fields** - **Map external engagement (activity) headers, e.g. time on page, URL, impressions, email opens, registrations, link clicks, etc. Engagement field mapping is used primarily for exporting feed reports.
136 +)))
130 130  
131 -==== (% style="color: rgb(128,0,0);" %)__Map Third-Party Questions__(%%) ====
138 +* (((
139 +1. (((
140 +To map engagement values of fields, define the engagement field name (the column header from the import file) and match it to the engagement type in ONEcount.
141 +)))
142 +1. (((
143 +If the Engagement Field Value is a metric that is not a count, click the [] icon to map the metric field value to the ONEcount metric
132 132  
133 -[[image:attach:media_1467397686498.png||align="center"]]
145 +//(i.e. if the source/import file has an ‘Engagement Field Name’ that is “NEWSLETTER_ACTIVITY_TYPE” the ‘ONEcount Engagement’ would be “Metric >> Activity Metric Name” and then map the values of metric type [“OPEN”, “CLICK”] to the ONEcount metric [“Email opens”/”Email clicks”]). //
146 +)))
147 +)))
134 134  
135 -(% style="margin-left: 30.0px;" %)
136 -Prior to uploading a layout file, or if you opt to create the mapping on the fly (without uploading a layout file), the Mapping Area will be empty.
149 +5.    Static Fields
137 137  
138 -(% style="margin-left: 30.0px;" %)
139 -The mapping area consists of three columns: **Third Party Questions, ONEcount Questions, and Validations.**
151 +1. (((
152 +*Optional Step: If a column and values needs to be added for identification, record keeping, sourcing, etc. purposes, DExTr can append data to each row.
153 +)))
154 +1. (((
155 +Define the “Static Field Name” which will be the column heading on the export file (i.e. “DATA_SYNC_NAME”), and then the value of the static field (i.e. “CRM_SYNC”).
156 +)))
157 +1. (((
158 +Click “Add” to create additional static field appends.
159 +)))
140 140  
141 -*
142 -** **Third Party Questions** shows questions/data fields your, or a third party's, data file.
143 -** **ONEcount Questions** shows the corresponding ONEcount question to be mapped to the Third Party Question.
144 -** **Validations** allows you to select validations for the mapped question, i.e., Required, Email, Number and Text, Text Only.
161 +6.    Re-order Fields
145 145  
146 -(% style="margin-left: 30.0px;" %)
147 -===== Manually Add Third-Party Questions =====
163 +1. (((
164 +*Optional Step: If the order of the columns needs to be re-arranged for the order in which they appear on the export from a data feed: simply drag and drop the order of fields by clicking and holding the field labels.
165 +)))
148 148  
149 -(% style="margin-left: 30.0px;" %)
150 -[[image:attach:media_1467398286154.png||align="center"]]
167 +\\
151 151  
152 -(% style="margin-left: 30.0px;" %)
153 -When you click on the "Add Questions" button, you'll be presented with a pop-up to create a new question/data field to be mapped to an existing ONEcount question.
169 +\\
154 154  
155 -(% style="margin-left: 30.0px;" %)
156 -Be sure to select "Yes" if it is a question with selectable responses, i.e. radio button/select/checkbox-type. Click Save.
171 +Transaction Mapping is done the same way as Demographic Mapping by using the drag and drop functionality to match Third-Party transaction values with ONEcount transaction values.
157 157  
158 -==== (% style="color: rgb(128,0,0);" %)__Map Third-Party to ONEcount Questions__(%%) ====
173 +There are four Mapping Areas for Transaction Mapping:
159 159  
160 -(% style="margin-left: 30.0px;" %)
161 -[[image:attach:media_1467398257338.png||align="center"]]
175 +* (((
176 +Product Mapping Area
177 +)))
178 +* (((
179 +Product Status Mapping Area (optional)
180 +)))
181 +* (((
182 +Subscription Mapping Area
183 +)))
184 +* (((
185 +Date Mapping Area
186 +)))
162 162  
163 -(% style="margin-left: 30.0px;" %)
164 -If the question is a radio button/select/checkbox-type question, a button will be presented which will allow you to map responses and values. (See "Upgrade Checkbox" question above.)
188 +**NOTE THAT MAPPING IS ID TO ID IN TRANSACTION MAPPING. THE ID IS FOUND IN PARENTHESIS AFTER THE TEXT IN THE "THIRDPARTY..." COLUMN OF MAPPING AREAS.**
165 165  
166 -(% style="margin-left: 30.0px;" %)
190 +**AS WITH DEMOGRPHIC MAPPING, ONECOUNT PRODUCTS, PRODUCT STATUSES, AND SUBSCRIPTION TYPES MUST BE CREATED PRIOR TO PERFORMING TRANSACTION MAPPING.**
167 167  
168 -If it's a text-type response, you won't need to map responses and values.
192 +**THIRD-PARTY TRANSACTION VALUES CAN BE PRE-POPULATED BY UPLOADING A LAYOUT FILE OR MANUALLY ENTERED (AS DESCRIBED IN "INFORMATION" SECTION ABOVE).**
169 169  
170 -(% style="margin-left: 60.0px;" %)
171 -//YOU MUST FIRST MAP THE THIRD-PARTY QUESTION TO THE CORRESPONDING ONEcount QUESTION BY DRAGGING AND DROPPING THE CORRESPONDING ONEcount QUESTION FROM THE ONEcount Questions SECTION INTO THE ONEcount Questions Column BEFORE YOU CAN MAP RESPONSES.//
194 +*(% style="text-decoration: underline;" %)Product Mapping Area(%%) *
195 +**For automated data feed reports**, the Third Party Product column shows what the ONEcount product name will be displayed as on output.
172 172  
173 -(% style="margin-left: 60.0px;" %)
174 -//THIS APPLIES TO BOTH MANUALLY ADDED QUESTIONS AND QUESTIONS PRE-POPULATED BY UPLOAD OF AN IMPORT.//
197 +* (((
198 +For example, a user is subscribed to/registered for ABCXY Pharma Aug. Webinar(207) in ONEcount. The third party requires that on the report output show a value of August Webinar rather than ABCXY Pharma Aug. Webinar. Mapping ONEcount's ABCXY Pharma Aug. Webinar(207) product to August Webinar(400) will display the Third Party Product value of August Webinar on the output.
175 175  
176 -(% style="margin-left: 60.0px;" %)
177 -//ONEcount QUESTIONS AND RESPONSE VALUES MUST BE CREATED PRIOR TO PERFORMING MAPPING.//
200 +**Product Column Field:** This identifies what to output as the header for the product field. Enter the heading that's required for the report output.
201 +)))
178 178  
179 -(% style="margin-left: 30.0px;" %)
180 -[[image:attach:media_1467398730892.png||align="center"]]
203 +**For imports,** the Third Party Product column identifies the names/values from the import file that will be mapped to the ONEcount product.
181 181  
182 -(% style="margin-left: 30.0px;" %)
183 -Simply drag and drop ONEcount questions from the question pool into the appropriate cell in the mapping table.
205 +* (((
206 +For example, there's "product" column in the import file that identifies what product a particular record is subscribed to or registered for. In the import file, August Webinar in that colum indicates the record is subscribed to/registered for the August Webinar. In ONEcount, the product name is ABCXY Pharma Aug. Webinar. Any record in the import file that has August Webinar in the product column will be subscribed to the ABCYXY Pharma Aug. Webinar product in ONEcount.
184 184  
185 -(% style="margin-left: 30.0px;" %)
186 -Note the Search function at the top of the list of ONEcount questions. Just begin typing in the question name, and the list will be filtered for you. (See screenshot below.)
208 +**Product Column Field:** This identifies the column header for the product column in the import file. In the above example, you would enter "product".
209 +)))
187 187  
188 -(% style="margin-left: 30.0px;" %)
189 -[[image:attach:media_1467398948360.png||align="center"]]
211 +(% style="text-decoration: underline;" %)**Product Status Mapping Area (Optional)**(%%)
212 +**For automated data feed reports,** the Third Party Product Status column shows what the ONEcount product status will be displayed as on output.
190 190  
191 -(% style="margin-left: 30.0px;" %)
192 -Once Questions are mapped, you can add validations and/or map responses for radio/select/checkbox-type questions.
214 +* (((
215 +For example, a user has a product status of "Not Active(405)" in ONEcount. The third party requires that the report output show a value of Inactive, rather than Not Active. Mapping ONEcont's "Not Active(405)" status to "Inactive(203)" will display the Third Party Product Status of Inactive on the output.
193 193  
194 -(% style="margin-left: 30.0px;" %)
195 -To add validations, click in the empty "Validations" box for the corresponding question and select from the drop-down list the validation(s) you want to apply to the question, i.e. Required, Email, Number and Text, Text Only. (See screenshot below.
217 +**Product Status Column Field:** This identifies what to output as the header for the product status field. Enter the heading that's required for the report output.
218 +)))
196 196  
197 -(% style="text-align: center;" %)
198 -//**Screenshot – Mapped Questions with Validations**//
220 +**For Imports**, the Third Party Product Status column identifies what name/value from the import file will be mapped to the ONEcount product.
199 199  
200 -[[image:attach:media_1467399198566.png||align="center"]]
222 +* (((
223 +For example, there's a "product status" column in the import file that identifies the product status a particular record has for a particular product. In the import file, "Inactive(203)"in that column indicates the record has a product status of inactive. In ONEcount, the product status is "Not Active(405)". Any record in the import file that has a product status of "Inactive" in the product status column will have the product status of "Not Active" applied to the record in ONEcount.
201 201  
202 -(% style="margin-left: 30.0px;" %)
203 -===== Map Question Responses =====
225 +**Product Status Column Field:** This identifies the column header for the product status column in the import file. In the above example, you would enter "product status".
226 +)))
204 204  
205 -[[image:attach:media_1467391237758.png||align="center"]]
228 +(% style="text-decoration: underline;" %)**Subscription Mapping Area**(%%)
229 +**For automated data feed reports,** the Third Party Subscription column shows what the ONEcount subscription type will be displayed as on output.
206 206  
207 -To map question responses, click on the "Response Map" button. Doing so will present a pop-up window where you can map third-party to ONEcount responses. Just drag and drop ONEcount responses from the list of ONEcount Responses into the appropriate cell.
231 +* (((
232 +For example, a user has a subscription type of "n" in ONEcount. The third party requires that the report output show a value of new, rather than "n". Mapping ONEcont's "n" status to "new(new)" will display the Third Party Product Status of new on the output.
208 208  
209 -When done mapping responses, click the "Save" button.
234 +**Subscription Column Field:** This identifies what to output as the header for the subscription type field. Enter the heading that's required for the report output.
235 +)))
210 210  
211 -You'll be returned to Information and Demo Mapping where you can then continue mapping remaining questions or click "Next" to continue.
237 +**For Imports**, the Third Party Subscription column identifies what name/value from the import file will be mapped to the ONEcount product.
212 212  
213 -Depending on the mapping selections you made under "Information", clicking "Next" will direct you either to save the Demographic Mapping or to the Transaction Mapping and/or Activity Mapping sections.
239 +* (((
240 +For example, there's a "Subcription Type" column in the import file that identifies the subscription type a particular record has for a particular product. In the import file, "New" in that column indicates the record has a subscription type of new. In ONEcount, the subscription type is "n". Any record in the import file that has a product status of "New" in the subscription type column will have the product status of "n" applied to the record in ONEcount.
214 214  
215 -=== 2 – TRANSACTION MAPPING ===
242 +**Subscription Column Field:** This identifies the column header for the subscription type column in the import file. In the above example, you would enter "Subscription Type".
243 +)))
216 216  
217 -[[image:attach:media_1467651841763.png||align="center"]]
245 +(% style="text-decoration: underline;" %)**Date Mapping Area**(%%)
246 +**For automated data feed reports,** enter the format you would like dates to be exported as. For example MM/dd/yyyy will export as 07/05/2023 and yy/MM/dd will export as 23/07/05. If you want to import time along with date add hh:mm:ss:a along with date. For example MM/dd/yyyy hh:mm:ss:a will be exported as 07/23/2023 11:45:32:AM
218 218  
219 -Transaction Maping is done the same way as Demographic Mapping by using the drag and drop functionality to match Third-Party transaction values with ONEcount transaction values.
248 +(% style="color: rgb(51,51,51);" %)MM : months, dd: days, yyyy: years, hh: hours (12 hour format), HH: hours (24 hour format), mm: minutes, ss: seconds, a:AM/PM(%%)\\
220 220  
221 -There are four Mapping Areas for Transaction Mapping:
250 +**Date Column Field:** This identifies what to output as the header for the date field. Enter the heading that's required for the report output.
222 222  
223 -* Product Mapping Area
224 -* Product Status Mapping Area (optional)
225 -* Subscription Mapping Area
226 -* Date Mapping Area
252 +**For Imports,** enter the format of dates in the import file. For example, if a date is 07/05/2016, enter the format MM/dd/yyyy. If you want to import time along with date add hh:mm:ss along with date. For example MM/dd/yyyy hh:mm:ss:a will be exported as 07/23/2023 11:45:32:AM
227 227  
228 -**NOTE THAT MAPPING IS ID TO ID IN TRANSACTION MAPPING. THE ID IS FOUND IN PARENTHESIS AFTER THE TEXT IN THE "THIRDPARTY..." COLUMN OF MAPPING AREAS.**
254 +(% style="color: rgb(51,51,51);" %)MM : months, dd: days, yyyy: years, hh: hours (12 hour format), HH: hours (24 hour format), mm: minutes, ss: seconds, a:AM/PM
229 229  
230 -**AS WITH DEMOGRPHIC MAPPING, ONECOUNT PRODUCTS, PRODUCT STATUSES, AND SUBSCRIPTION TYPES MUST BE CREATED PRIOR TO PERFORMING TRANSACTION MAPPING.**
256 +**Date Column Field:** This identifies the column header for the date column in the import file.
231 231  
232 -**THIRD-PARTY TRANSACTION VALUES CAN BE PRE-POPULATED BY UPLOADING A LAYOUT FILE OR MANUALLY ENTERED (AS DESCRIBED IN "INFORMATION" SECTION ABOVE).**
258 +When done with mapping, click "Next".
259 +You will then be brought either to Activity Mapping or Save, depending on selection made in 1 – Information.**SAVE MAPPING**
233 233  
234 -*(% style="text-decoration: underline;" %)Product Mapping Area(%%) *
235 - **For automated data feed reports**, the Third Party Product column shows what the ONEcount product name will be displayed as on output.
261 +When done with mapping(s), click "Next".
236 236  
237 -* For example, a user is subscribed to/registered for ABCXY Pharma Aug. Webinar(207) in ONEcount. The third party requires that on the report output show a value of August Webinar rather than ABCXY Pharma Aug. Webinar. Mapping ONEcount's ABCXY Pharma Aug. Webinar(207) product to August Webinar(400) will display the Third Party Product value of August Webinar on the output.
238 - **Product Column Field:** This identifies what to output as the header for the product field. Enter the heading that's required for the report output.
263 +You then have the option to save the mapping (Save) or return to mapping (Previous).
239 239  
240 -**For imports,** the Third Party Product column identifies the names/values from the import file that will be mapped to the ONEcount product.
265 +Once mapping is saved, you can find it on the Manage Mapping listing page.
241 241  
242 -* For example, there's "product" column in the import file that identifies what product a particular record is subscribed to or registered for. In the import file, August Webinar in that colum indicates the record is subscribed to/registered for the August Webinar. In ONEcount, the product name is ABCXY Pharma Aug. Webinar. Any record in the import file that has August Webinar in the product column will be subscribed to the ABCYXY Pharma Aug. Webinar product in ONEcount.
243 - **Product Column Field:** This identifies the column header for the product column in the import file. In the above example, you would enter "product".
267 +A saved mapping is ready to be used for generating automated feed reports in the Dashboard. See Dashboard Reports – Create Feed Report for more information.
244 244  
245 -(% style="text-decoration: underline;" %)**Product Status Mapping Area (Optional)**(%%)
246 - **For automated data feed reports,** the Third Party Product Status column shows what the ONEcount product status will be displayed as on output.
247 247  
248 -* For example, a user has a product status of "Not Active(405)" in ONEcount. The third party requires that the report output show a value of Inactive, rather than Not Active. Mapping ONEcont's "Not Active(405)" status to "Inactive(203)" will display the Third Party Product Status of Inactive on the output.
249 - **Product Status Column Field:** This identifies what to output as the header for the product status field. Enter the heading that's required for the report output.
250 250  
251 -**For Imports**, the Third Party Product Status column identifies what name/value from the import file will be mapped to the ONEcount product.
271 +{{id name="End ScreenSteps Content"/}}
252 252  
253 -* For example, there's a "product status" column in the import file that identifies the product status a particular record has for a particular product. In the import file, "Inactive(203)"in that column indicates the record has a product status of inactive. In ONEcount, the product status is "Not Active(405)". Any record in the import file that has a product status of "Inactive" in the product status column will have the product status of "Not Active" applied to the record in ONEcount.
254 - **Product Status Column Field:** This identifies the column header for the product status column in the import file. In the above example, you would enter "product status".
273 +=== MAPPING ENGAGEMENT DATA ===
255 255  
256 -(% style="text-decoration: underline;" %)**Subscription Mapping Area**(%%)
257 - **For automated data feed reports,** the Third Party Subscription column shows what the ONEcount subscription type will be displayed as on output.
275 +This section outlines the types of engagement data that DExTr can import/export. Please note that Generic and Engagement data fields can be used for both web, banner and newsletter engagement data.
258 258  
259 -* For example, a user has a subscription type of "n" in ONEcount. The third party requires that the report output show a value of new, rather than "n". Mapping ONEcont's "n" status to "new(new)" will display the Third Party Product Status of new on the output.
260 - **Subscription Column Field:** This identifies what to output as the header for the subscription type field. Enter the heading that's required for the report output.
277 +If you need data points imported or exported that are not on this list, check with the ONEcount team to see if those fields can be accommodated.
261 261  
262 -**For Imports**, the Third Party Subscription column identifies what name/value from the import file will be mapped to the ONEcount product.
279 +Generic Engagement Fields
263 263  
264 -* For example, there's a "Subcription Type" column in the import file that identifies the subscription type a particular record has for a particular product. In the import file, "New" in that column indicates the record has a subscription type of new. In ONEcount, the subscription type is "n". Any record in the import file that has a product status of "New" in the subscription type column will have the product status of "n" applied to the record in ONEcount.
265 - **Subscription Column Field:** This identifies the column header for the subscription type column in the import file. In the above example, you would enter "Subscription Type".
281 +* Activity Date: Date of the Activity
282 +* Activity Time: Time of the Activity, Mandatory for Import.
283 +* Channel Codes: Codes for Email, Banner and Web page views, CMI needed it in export.
284 +* End Date: End date of export, mainly used in aggregate export.
285 +* Unique External ID: Unique ID for each transaction.
286 +* Month: Month of the Activity.
287 +* OCID:
288 +* OCID Hash: Unique hash of the user. This is the cookie set on user’s browser.
289 +* Platform Viewed: Platform of the user in which Impression or Page view happened.
290 +* Resource Details: This is used for export. It has Page title for Web activity, Banner name for Banner Activity and Message title for Email data.
291 +* Start Date: Start date of export, mainly used in aggregate export.
266 266  
267 -(% style="text-decoration: underline;" %)**Date Mapping Area**(%%)
268 - **For automated data feed reports,** enter the format you would like dates to be exported as. For example mm/dd/yyyy will export as 07/05/2016 and yy/mm/dd will export as 16/07/05.
269 - **Date Column Field:** This identifies what to output as the header for the date field. Enter the heading that's required for the report output.
293 +Metric Engagement Fields
270 270  
271 -**For Imports,** enter the format of dates in the import file. For example, if a date is 07/05/2016, enter the format mm/dd/yyyy.
272 - **Date Column Field:** This identifies the column header for the date column in the import file.
295 +* Activity Metric code: Metric codes for Activity data. It has codes for Email sent, delivered, opened, clicked, banner impression, banner clicked and page view. It is mandatory for Import and export.
296 +* Activity Metric Name: Metric Names for Activity data (CMI report needs Metric code and Name). It has codes for Email sent, delivered, opened, clicked, banner impression, banner clicked and page view.
297 +* Activity Metric count: Mainly used for export. It has counts for each activity.
298 +* Aggregate Metric code: Metric codes for Aggregate data. It has codes for Email sent, delivered, opened, clicked, banner impression, banner clicked and page view. Mandatory for aggregate export.
299 +* Aggregate Metric Name: Metric Names for Aggregate data (CMI report needs Metric code and Name). It has codes for Email sent, delivered, opened, clicked, banner impression, banner clicked and page view.
300 +* Aggregate Metric count: Mainly used for export. It has counts for each activity.
273 273  
274 -When done with mapping, click "Next".
275 -You will then be brought either to Activity Mapping or Save, depending on selection made in 1 – Information.
302 +Banner Engagement
276 276  
277 -=== 3 – ACTIVITY MAPPING ===
304 +* Ad Server Name: Name of the Ad Server, i.e., DFP
305 +* Advertiser ID: ID of the Advertiser
306 +* Advertiser Name: Name of the Advertiser
307 +* Banner ID: ID of the Banner
308 +* Banner Name: Name of the Banner
309 +* Campaign ID: ID of the Campaign
310 +* Campaign Name: Name of the Campaign
311 +* Viewable Impression: If Impression is viewed or not, Boolean (0, 1 accepted)
278 278  
279 -[[image:attach:media_1468256607407.png||align="center"]]
313 +Newsletter Engagement Fields
280 280  
281 -Activity Maping is done the same way as Demographic and Transaction Mapping by using the drag and drop functionality to match Third Party Activity Header with ONEcount Activity Header. The Third Party Activity Headers will display as column headings for Web, Ad, and Newlsetter data in the export file.
315 +* Click URL: URL of the Clicked link. Mandatory for Importing Email clicks.
316 +* List ID: ID of the newsletter List of Group
317 +* List Name: Name of the newsletter list or group
318 +* Message ID: Campaign ID of the newsletter
319 +* Message Name: Campaign name of the newsletter
320 +* Recipient ID: Unique User Id in the Email service provider
321 +* Message Subject: Subject of the Campaign
282 282  
283 -**Third-party activity headers currently can't be mapped via an uploaded layout file. They must be mapped manually in the Activity Mapping Area by clicking on the "Add Activity Header" button.**
284 - When you click on the "Add Activity Header" button, you'll be presented with a pop-up where you can add the Activity Header Name.
323 +Web Engagement Fields
285 285  
286 -The ONEcount Activity Header section is divided into the following categories: Web, Ad, Newsletter, Generic (includes general headers, such as ONEcount unique identifier, Channel Code, etc.) Note the scroll bar to move through the categories.
325 +* Referrer: Referrer for the page view
326 +* Site name: Website URL
327 +* Page URL: URL of the Page.
287 287  
288 -When finished mapping, click the "Next" button.
329 +=== **HOW DExTr MAPS DATA** ===
289 289  
290 -== **SAVE MAPPING** ==
331 +The following information is being provided to help you understand how DExTr will map/transform your data on import.
291 291  
292 -When done with mapping(s), click "Next".
333 +(% class="diff-block-target" %)
334 +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.//
335 +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
336 +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.
337 +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.
338 +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.
339 +1. For Package transactions: Term ID, Package status, source code and transaction type are mandatory.
340 +11. If Term ID is not mapped, then the transaction won’t be imported.
341 +11. IF Package status is not mapped then default Package status from term will be added.
342 +11. If source code is not mapped. Then default source code from import job will be selected.
343 +11. If transaction type is not added, then default type from Import job will be selected.
344 +1. For Product transaction: Product ID, source code and transaction type are mandatory.
345 +11. If Product ID is not mapped, then the transaction won’t be imported.
346 +11. If source code is not mapped. Then default source code from import job will be selected.
347 +11. If transaction type is not added, then default type from Import job will be selected.
348 +1. If Transaction Date is not mapped or not formatted correctly, then current date will be used as request date.
349 +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.
350 +1. For Engagement imports, Activity type is mandatory.
351 +1. If Engagement date is not formatted, then current date will be used as activity date.
352 +1. If Data and campaign ID, name, List ID and name then they will be imported as well.
353 +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.
293 293  
294 -You then have the option to save the mapping (Save) or return to mapping (Previous).
295 -
296 -Once mapping is saved, you can find it on the Manage Mapping listing page.
297 -
298 -A saved mapping is ready to be used for generating automated feed reports in the Dashboard. See Dashboard Reports – Create Feed Report for more information.
299 -
300 -
301 -
302 -{{id name="End ScreenSteps Content"/}}
355 +\\
303 303  {{/layout-cell}}
304 304  
305 305  {{layout-cell}}
306 -**Search all Documentation:**
359 +{{panel borderStyle="solid" title="Search all Documentation:"}}
307 307  
308 308  
309 -
310 310  {{livesearch/}}
363 +{{/panel}}
311 311  
312 -
365 +{{panel borderStyle="solid" title="Search System UTILITIES:"}}
313 313  
314 -**Search System UTILITIES:**
315 315  
316 -
317 -
318 318  {{pagetreesearch rootPage="System Utilities"/}}
369 +{{/panel}}
319 319  
371 +{{panel title="More System UTILITIES"}}
372 +{{expand title="Expand"}}
320 320  
321 321  
322 -**On this page:**
323 -
324 -
325 -
326 -{{toc maxLevel="4"/}}
327 -
328 -
329 -
330 -{{expand title="More System UTILITIES"}}
331 - [[QR Codes>>doc:Utilities - QR Codes (v12\.x)]]
332 -
333 333  (% style="margin-left: 30.0px;" %)
334 -[[Job List>>doc:Utilities - Job List (v12\.x)]]
376 +[[Job List>>doc:Utilities - Job List]]
335 335  
336 336  (% style="margin-left: 30.0px;" %)
379 +[[Backend User Permissions>>doc:Utilities - Backend Users and Permissions]]
337 337  
338 -
339 339  (% style="margin-left: 30.0px;" %)
340 -[[Email Engine Sender Score>>doc:Utilities - Email Engine (v12\.x)]]
382 +[[Email Engine Sender Score>>doc:ONEmail and Sender Score]]
341 341  
342 342  (% style="margin-left: 30.0px;" %)
343 -[[Email Engine>>doc:Utilities - Email Engine (v12\.x)]]
385 +[[doc:ONEmail]]
344 344  
345 345  (% style="margin-left: 30.0px;" %)
346 346  Action Manager
347 347  
348 348  (% style="margin-left: 30.0px;" %)
349 -[[Configuration Manager>>doc:Utilities - Configuration Manager (v12\.x)]]
391 +[[Configuration Manager>>doc:Utilities - Configuration Manager]]
350 350  
351 351  (% style="margin-left: 30.0px;" %)
352 352  Backend Activity Log
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355 355  IVT Mitigator
356 356  
357 357  (% style="margin-left: 30.0px;" %)
400 +[[Widget Builder>>doc:Utilities - Widget Builder]]
358 358  
359 -
360 360  (% style="margin-left: 30.0px;" %)
361 361  
362 362  
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363 363  (% style="margin-left: 30.0px;" %)
364 364  Import/Export Tool
365 365  {{/expand}}
408 +{{/panel}}
409 +
410 +\\
411 +
412 +\\
366 366  {{/layout-cell}}
367 367  {{/layout-section}}
368 368  {{/layout}}
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1 +https://info.onecount.net//wiki/spaces/OD/pages/67230/Utilities - DExTr