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2023-02-28T09:32:35Z

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← Older revision		Revision as of 09:32, 28 February 2023
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	== Data Mappings ==		== Data Mappings == <!--T:1-->

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	'''Data mappings''' gives you a more flexible way of using imports. It opens up to join a wider frame of files to the standard imports in Pro based on the import file format. It also gives you a simple way to adjust any file changes to a current customized import.		'''Data mappings''' gives you a more flexible way of using imports. It opens up to join a wider frame of files to the standard imports in Pro based on the import file format. It also gives you a simple way to adjust any file changes to a current customized import.

			<!--T:3-->
	In the data mappings you have several adjustable tools to join the file with the import. You are able to filter rows based on values in specified columns, remove unwanted characters from columns (e.g. 010 - 564 54 17 -> 0105645417), change/add value in column based on column value (e.g. change MB to Kb) and limit values to a specific amount of characters.		In the data mappings you have several adjustable tools to join the file with the import. You are able to filter rows based on values in specified columns, remove unwanted characters from columns (e.g. 010 - 564 54 17 -> 0105645417), change/add value in column based on column value (e.g. change MB to Kb) and limit values to a specific amount of characters.

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	The import can have multiple data mappings connected to be used in combination with different import files.		The import can have multiple data mappings connected to be used in combination with different import files.

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	'''Note:''' To use data mappings your import need to have a file definition.		'''Note:''' To use data mappings your import need to have a file definition.

	=== How to - Show Data Mappings ===		=== How to - Show Data Mappings === <!--T:6-->

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	# Click [[Image:Icon Reports Integrations.png]] '''Reports & Integrations'''		# Click [[Image:Icon Reports Integrations.png]] '''Reports & Integrations'''
	#:* The view reports & integrations is displayed		#:* The view reports & integrations is displayed
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	# Open the '''data mappings''' tab		# Open the '''data mappings''' tab

	=== How to - Create Data Mappings ===		=== How to - Create Data Mappings === <!--T:8-->

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	# Click '''add''' [[Image:Icon Add.png]] to create a new data mapping		# Click '''add''' [[Image:Icon Add.png]] to create a new data mapping
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	</onlyinclude>		</onlyinclude>

	=== How to - Edit a Data Mappings ===		=== How to - Edit a Data Mappings === <!--T:10-->

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	# Open the appropriate import type in the [[{{Link}}Biller Import\|Reports & Integrations view]]		# Open the appropriate import type in the [[{{Link}}Biller Import\|Reports & Integrations view]]
	# Open the '''data mapping''' tab		# Open the '''data mapping''' tab
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	=== How to - Remove a Data Mapping ===		=== How to - Remove a Data Mapping ===

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	# Open the appropriate import type in the [[{{Link}}Biller Import\|Reports & Integrations view]]		# Open the appropriate import type in the [[{{Link}}Biller Import\|Reports & Integrations view]]
	# Open the '''data mapping''' tab		# Open the '''data mapping''' tab
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	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''delete'''		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''delete'''

	=== How to - Export Data Mappings to File ===		=== How to - Export Data Mappings to File === <!--T:13-->

			<!--T:14-->
	# Open the appropriate import type in the [[{{Link}}Biller Import\|Reports & Integrations view]]		# Open the appropriate import type in the [[{{Link}}Biller Import\|Reports & Integrations view]]
	# Open the '''data mapping''' tab		# Open the '''data mapping''' tab

Toptiuser: Created page with " == Data Mappings == '''Data mappings''' gives you a more flexible way of using imports. It opens up to join a wider frame of files to the standard imports in Pro based on the import file format. It also gives you a simple way to adjust any file changes to a current customized import. In the data mappings you have several adjustable tools to join the file with the import. You are able to filter rows based on values in specified columns, remove unwanted cha..."

2023-01-16T13:56:39Z

Created page with "<translate> == Data Mappings == '''Data mappings''' gives you a more flexible way of using imports. It opens up to join a wider frame of files to the standard imports in Pro based on the import file format. It also gives you a simple way to adjust any file changes to a current customized import. In the data mappings you have several adjustable tools to join the file with the import. You are able to filter rows based on values in specified columns, remove unwanted cha..."

New page

<translate>

== Data Mappings ==

'''Data mappings''' gives you a more flexible way of using imports. It opens up to join a wider frame of files to the standard imports in Pro based on the import file format. It also gives you a simple way to adjust any file changes to a current customized import.

In the data mappings you have several adjustable tools to join the file with the import. You are able to filter rows based on values in specified columns, remove unwanted characters from columns (e.g. 010 - 564 54 17 -> 0105645417), change/add value in column based on column value (e.g. change MB to Kb) and limit values to a specific amount of characters.

The import can have multiple data mappings connected to be used in combination with different import files.

'''Note:''' To use data mappings your import need to have a file definition.

=== How to - Show Data Mappings ===

# Click [[Image:Icon Reports Integrations.png]] '''Reports & Integrations'''
#:* The view reports & integrations is displayed
# Open the appropriate import in the import tab
# Open the '''data mappings''' tab

=== How to - Create Data Mappings ===

<onlyinclude>
# Click '''add''' [[Image:Icon Add.png]] to create a new data mapping
# Enter a name of the data mapping
# Click '''choose file''' to upload a reference file from your local computer
# Select '''map by''' in the drop down list
#:* Column number - If you want to map by column number
#:* Column name - If you want to map by column name
# Check the '''column names in the first data row''' check box if the first row contains the column names
#:* '''Note:''' This option is not selectable if you choose to map by column name
# Enter the '''first data row number'''
# Select '''column separator''' in the drop down list, space, tab, semicolon, comma, pipe or custom column separator
#:* Enter a value, only apply if you select custom column separator
# Click '''upload'''
## Select to '''map columns'''
##:* Select columns to map in the left column and click the arrow button [[Image:Icon Move Selected.png]] to move the selected columns to map to the right column
##:* By using the double arrow button [[Image:Icon Move All.png]], you can move all columns to map from the left column to the right column
##:* Enter a separator value if you select multiple columns to map
# Click '''refresh''' to change the setting for your uploaded file
#:* '''Note:''' If you click refresh the mapped columns will be reset
# Click '''save'''
#:* '''Note:''' All of the import columns need to be mapped to a column in the file before you click save
# Select if you want to create a filter and/or a modification:
# Click '''create filter'''
## Enter a '''name'''
## Check the '''active''' box if you want the filter to be active
## Select '''priority''' in the dropdown list
## Select to '''keep''' or '''discard''' rows that matches the following rules
## Enter a '''description'''
## Click '''add rule''' [[Image:Icon Add Rule_Action.png]] to add a rule
##:* Select column, condition and value
##:* '''Note:''' If you select more than one rule select to separate by and/or
## Click '''add child rule''' [[Image:Icon Add Child Rule.png]] to add a child rule
## Click '''save'''
# Click '''create modification'''
## Enter a '''name'''
## Check the '''active''' box if you want the modification to be active
## Select '''priority''' in the dropdown list
## Enter a '''description'''
## Click '''add action''' [[Image:Icon Add Rule_Action.png]] to add an action
##:* Select column, condition and result
## Click '''add action with rule''' [[Image:Icon Add Action with Rule.png]] to add an action with a rule
## Click '''add child rule''' [[Image:Icon Add Child Rule.png]] to add a child rule
## Click '''save'''
##:* Open the tab '''filter & modifications''' to view or change priority
</onlyinclude>

=== How to - Edit a Data Mappings ===

# Open the appropriate import type in the [[{{Link}}Biller Import|Reports & Integrations view]]
# Open the '''data mapping''' tab
# Click '''edit''' [[Image:Icon Edit.png]] next to the data mapping you want to edit
#:* The edit view opens
# Upload a new reference file, change the settings and/or filters and modifications for the data mapping

=== How to - Remove a Data Mapping ===

# Open the appropriate import type in the [[{{Link}}Biller Import|Reports & Integrations view]]
# Open the '''data mapping''' tab
# Check the box for the data mappings you want to delete
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''delete'''

=== How to - Export Data Mappings to File ===

# Open the appropriate import type in the [[{{Link}}Biller Import|Reports & Integrations view]]
# Open the '''data mapping''' tab
# Check the box for the data mappings you want to export to file
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table
# Select '''export to file'''
#:* Exports selected data mappings to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

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[[Category:F01{{Langcat|Biller ImportDataMapping}}]]

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