Field Mappings

Field Mappings

Overview

Creating field mappings for importing data

Field Mappings

Field Mappings are used to map data fields that are external to the system (a CSV file) so that the data can be imported into the correct fields in the system database. Importing the data is much more efficient than manually entering thousands of records. In order to be able to import the data It is important that the CSV file is formatted correctly. for example. Each CSV file must possess a heading row.

NOTE: When you create a field mapping you do not need to map data to every field. You may choose to import some or all of the fields into the database but remember to import the fields that are essential. for example if you are importing a contact list you will definitely want to import the contact’s name

Name is where you enter the name of the Field Mapping The name you enter should be something meaningful so it is easily understood by other administrators and easy for you to understand when assigning Field Mappings to campaigns or when loading objects.

Description is where you enter the description of the Field Mapping. You can elaborate the purpose of the Field Mapping. ex Predictive lists received from vendor Acme. The description is only seen on the creation page

File Name

File Name is where you select the format of the file you wish to import. In order to create the correct field mapping, Select the file icon on the top right above file name. This will open a window on your computer. In the window navigate to the folder containing the file. Now select the file and select open. You should now see the name of the file in the file name field.

Mapping Schema

Each mapping schema you choose will present you different destination fields for your data to reside in the database. In other words if you want to import a list of contacts you should select the mapping schema “Contact” in order for you to be able to import the data correctly

Map Field

Map Field allows you to select which fields within the CSV file correspond to the fields within the mapping schema you have selected. For example assume you have selected a mapping schema of Contact because you want to import a list of contacts from your CSV file. The Map Field has a field called First Name and your CSV contains a field called Customer First Name. In order to import the data to the correct field you would select the drop down list next to First Name and select Customer First Name from the drop down list. The drop down list contains all the headers from the file you selected when you chose the file for the field File Name. You will repeat the process of selecting Map Field and fields from the drop down list until you have selected all the fields you wish to import.

Note You do not need to fill in all fields in order to complete the creation of the field mapping but it is important that you select all the fields that you want imported

Once you have selected all the fields you wish to import select the save icon.

Note 2 Once you have created the field mapping you can reuse it every time you import data so long as the CSV file contains the same format each time you import.

Once you have created the Contacts Field Mapping you can assign it to a campaign

Navigate to Campaign and scroll down to Field Mapping

This is where you will assign a Field Mapping that will be used to upload predictive and progressive lists To choose a field mapping select the file icon to the right of Field Mappings. A pop up window will open with the list of field mappings you have previously created. you must Choose one and select OK

You can also use Field Mapping under Load Objects when you want to upload a large list. For example a large number of Contacts, Campaign Addresses or Phone numbers to add to your companies Local Do Not Call list. select the file icon to the right of Field Mappings. A pop up window will open with the list of field mappings you have previously created. you must Choose one and select OK

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