Difference between revisions of "Mapping Profile"
From AgileApps Support Wiki
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# Select the file containing CSV Data (''Required''. See note below) | # Select the file containing CSV Data (''Required''. See note below) | ||
# Click '''[Next]''' | # Click '''[Next]''' | ||
# [[Import_Data#Map Columns and | # [[Import_Data#Map Columns and Lookup Relationships| Map Columns and Lookup Relationships]] | ||
# Click '''[Next]''' | # Click '''[Next]''' | ||
# Specify [[Import_Data#Import Attributes|Import Attributes]] to control merging and ownership of imported records | # Specify [[Import_Data#Import Attributes|Import Attributes]] to control merging and ownership of imported records | ||
# Save the Mapping Profile. | # Save the Mapping Profile. | ||
Revision as of 21:18, 4 May 2012
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
- Click Settings > Data Management > Import Data
- Select the object to import into
- Select the file containing CSV Data (Required. See note below)
- Click [Next]
- Map Columns and Lookup Relationships
- Click [Next]
- Specify Import Attributes to control merging and ownership of imported records
- Save the Mapping Profile.