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Difference between revisions of "Mapping Profile"

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A mapping profile is used in [[Data Import]]. It tracks how to match CSV data fields with the  
A mapping profile is used in [[Data Import]]. It tracks how to match CSV data fields with the record structure defined in the platform. It also specifies whether incoming data is appended or merged, and determines how a merge occurs.
record structure defined in the platform. It also specifies whether incoming data is appended
 
or merged, and determines how a merge occurs.
Multiple Mapping Profiles can be created for the same object, one for each CSV file that uses a different arrangement.


;Creating a Mapping Profile:
;Creating a Mapping Profile:
# Click '''Settings > Data Management > Import Data'''
# Click '''[[File:GearIcon.png]] > Administration > Data Management > Import Data'''
# Select the object to import into
# Select the object to import into
# Select the file containing CSV Data (''Required''. See note below)
# Select the file containing CSV Data (''Required''. See note below)
# Click '''[Next]'''
# Click '''[Next]'''
# Specify the [[Manage_Data_Import#Map Columns | Map Columns]]
# [[Import_Data#Map Columns and Lookup Relationships| Map Columns and Lookup Relationships]]
# Click '''[Next]'''
# Click '''[Next]'''
# Specify merge parameters using [[Manage_Data_Import#Set Attributes|Set Attributes]]
# Specify [[Import_Data#Import Attributes|Import Attributes]] to control merging and ownership of imported records
# Save the Mapping Profile.
# Save the Mapping Profile.
;Considerations:
:* Multiple Mapping Profiles can be created for the same object, one for each CSV file that uses a different arrangement.
:* An input file is required by the Data Import wizard. If creating a mapping for later use, use a dummy file with test data, or create a simple place-holder with contents like this: <tt>a,b,c,d,e,..</tt>. (Create as many columns as you'll need for a complete mapping.)
{{Tip|One way to make map-creation easier is to put field names into the columns of the dummy file. For example: <tt>acct name, acct number, acct type, industry, ...</tt> That data is displayed when you're mapping fields, which makes it easier to select the intended field.}}

Latest revision as of 23:51, 14 May 2013

A mapping profile is used in Data Import. It tracks how to match CSV data fields with the record structure defined in the platform. It also specifies whether incoming data is appended or merged, and determines how a merge occurs.

Multiple Mapping Profiles can be created for the same object, one for each CSV file that uses a different arrangement.

Creating a Mapping Profile
  1. Click GearIcon.png > Administration > Data Management > Import Data
  2. Select the object to import into
  3. Select the file containing CSV Data (Required. See note below)
  4. Click [Next]
  5. Map Columns and Lookup Relationships
  6. Click [Next]
  7. Specify Import Attributes to control merging and ownership of imported records
  8. Save the Mapping Profile.
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