Difference: 530DataExchangeMapping (5 vs. 6)

Revision 62015-04-16 - JeanNeron

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META TOPICPARENT name="Main.530DataExchange"

Mapping Files & Fields

This page describes how to map incoming data to Appx files/Fields.

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Overview:

In order to map the incoming data to Appx files and fields, you need a sample of the import file to work with. This should be uploaded using 'Define File/Field Map from Source File'. Once your map is defined and saved, you can maintain it afterwards by using 'Define File/Field Map'.

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  filemap.png
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This is where we tell 0DX which identifier indicates the beginning of a new record. We have 2 records in our XML file, Prospects and Contacts. For the first line, enter Application DMO, Dest File PROSPECT and then use the Scan key in the File Start Identifier field to select '/prospect' from the list. Before pressing Enter, click the 'Populate Field Map' button. This will populate the field mapping with all the fields in the PROSPECT file. Repeat this process for the DMO CONTACT file, choosing '/prospect/contact' for the identifier. When you're done, the display should look like:
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This is where we tell 0DX which identifier indicates the beginning of a new record. We have 2 records in our XML file, Prospects and Contacts. For the first line, enter Application DMO, Dest File PROSPECT and then use the Scan key in the File Start Identifier field to select '/prospect' from the list. Repeat this process for the DMO CONTACT file, choosing '/prospect/contact' for the identifier. When you're done, the display should look like:
  filemap2.png
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Switch to Change or Inquire mode, then click the 'Populate Field Map' button. This will populate the field mapping with all the fields in all the files shown on the screen.
 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:

fieldmapnew.png

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Appx Field Namd Source Type Identifier or Parent App/File Notes
PROSPECT NO Sequence Number    
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PROSPECT COMPANY NAME XML Data Field

/prospect/name

 
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PROSPECT COMPANY NAME XML Data Field /prospect/name  
 
PROSPECT ADDRESS 1 XML Data Field /prospect/add1  
PROSPECT ADDRESS 2 XML Data Field /prospect/add2  
PROSPECT CITY XML Data Field /prospect/city  
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CONTACT PROSPECT NO Parent Appx File DMO/PROSPECT NO  
CONTACT LAST NAME XML Data Field /prospect/contact/lastname  
CONTACT FIRST NAME XML Data Field /prospect/contact/firstname  
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CONTACT TITLE XML Data Field

/prospect/contact/title

 
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CONTACT TITLE XML Data Field /prospect/contact/title  
 
CONTACT POSITION XML Data Field /prospect/contact/position  
       
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 Notice that we are mapping /prospect/phone to three fields. We don't really want the phone number stored in the ADDED BY/CHANGED by fields, we're just using it as a 'trigger' to run a subroutine that will fill in the correct data. Create a subroutine that contains the following lines:
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      RECEIVE  --- TEMP 80                    FIELD              FAIL N
      RECEIVE  --- TEMP 79                    FIELD              FAIL N
      SET      --- TEMP 80                    =  --- USER ID

 
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