Difference: 530DataExchangeMapping (4 vs. 5)

Revision 52014-03-07 - JeanNeron

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META TOPICPARENT	name="Main.530DataExchange"

Mapping Files & Fields

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Let's start by examining the elements and data, click the 'All Elements' button under 'Data Review'. You should see the following display:

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This shows us the identifiers found, whether they contain data or not, how many times each one appears and the maximum length of the data for that identifier. We can click the 'Data Values' button and we will see the actual data associated with that identifier. Notice that 'ProspectData' is the top level identifier and is prefixed on all identifiers. We can use a feature of the mapping routine to simplify our identifier strings by removing it. Click 'Exit' to return to the previous display, then click 'Ignorable Segments' under 'Refining'. You will get the following popup:

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Enter 'ProspectData' in the first field, then click 'Save and Exit'. Under 'Refining', click 'Regenerate Elements'. Appx will then reprocess the file, applying the new rule. When this is done, click 'All Elements' under 'Data Review'. You should now see:

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Notice that the leading 'ProspectData' has been removed from all identifiers. Click 'Exit' to return to the previous display.

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Now we are ready to map our fields. Click 'Exit' to return to the previous display, then click 'Field Map'. You should see the following display:

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This is where we define how each Appx field should be populated. The list of fields for the PROSPECT and CONTACT files is already populated for us because we clicked 'Populate Field Map' in the previous step. If we did not do that, we would have to manually add each field we are importing.

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Parent APPX File. We use this when we want the Appx field to be filled in from another (Parent) Appx File. For example, when importing the Contacts, we want the CONTACT PROSPECT NO field to be filled in from PROSPECT NO. When we choose this type, the Application Id, Parent File Id and Parent File Field fields will become available for input.
Sequence Number. Use this to automatically assign a sequential sequence number to the Appx field. Note that the sequence number starts at zero every time you run the import step, so normally you would not use this to generate unique keys in an existing Appx file that uses a sequence number key. However, in this example we will do that just to illustrate using the sequence number type.
Date/Time Stamp. The current date/time will be set in the field.

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The XML Tag Type indicates which tag type this mapping is applicable to. Most data will be in the TEXT tag type, however, if your incoming data contains something like <phone> </phone>, the whitespace will not trigger a TEXT record in XVALUE. In this case, you might want to add another mapping triggered by the END ELEMENT tag. You can then use a subroutine to check values, etc, as required.

Set up the Field mappings as follows:

Appx Field Namd

Source Type

Identifier or Parent App/File

Notes

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META FILEATTACHMENT	attachment="BuildFilemap.png" attr="h" comment="" date="1380316404" name="BuildFilemap.png" path="BuildFilemap.png" size="47733" user="JeanNeron" version="1"

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META FILEATTACHMENT	attachment="allelements.png" attr="h" comment="" date="1380317815" name="allelements.png" path="allelements.png" size="59098" user="JeanNeron" version="1"

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META FILEATTACHMENT	attachment="allelements.png" attr="h" comment="" date="1394230884" name="allelements.png" path="allelements.png" size="54049" user="JeanNeron" version="2"

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META FILEATTACHMENT	attachment="filemap.png" attr="h" comment="" date="1380319164" name="filemap.png" path="filemap.png" size="31925" user="JeanNeron" version="1"

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META FILEATTACHMENT	attachment="fieldmap.png" attr="h" comment="" date="1380319743" name="fieldmap.png" path="fieldmap.png" size="41060" user="JeanNeron" version="1"
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META FILEATTACHMENT	attachment="allelementsnew.png" attr="h" comment="" date="1394231018" name="allelementsnew.png" path="allelementsnew.png" size="54049" user="JeanNeron" version="1"
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META TOPICMOVED	by="JeanNeron" date="1388522633" from="Sandbox.530DataExchangeMapping" to="Main.530DataExchangeMapping"

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