Mapping fields for data import

After uploading a .csv file to add, update, or delete data for a data type, map the fields in your data type with the fields in the .csv file. In the Map fields step of the data import process, do the following:

1. In the Match existing records by field, use the autocomplete control to enter the field in the .csv file that corresponds to the field in your data type that acts as a unique identifier (key). If the fields match, the system enters the value for this field. The field uniquely maps the data records for your data type with the records in the .csv file.

   For example, you can map the Employee ID field in your Employee data type with the Staff ID field in the .csv file.

   The system updates the Target field column (Employee ID) for the corresponding Source field column (Staff ID) and marks it as a record identifier in the Update method column.

   • If the data type uses multiple keys, you must specify all the Match existing records by fields and their corresponding target fields in the .csv file. In this case, only the keys are listed in the autocomplete field.
   • If the data type uses an autogenerated key, you can select any exposed property as the target field for the Match existing records by field that you select.
2. If you are mapping fields to delete data for a data type, skip to step 6.
3. If you want to use the same method to update data for all the fields in your data type, do the following:
   1. Select Update all fields using the same method.
   2. Select the method that you want to use to update data from the Update method list.
      • Select Always update if you want to update data for all the fields in your data type.
      • Select Update if target is blank if you want to update data for the empty fields in your data type.

        For example, your Employee data type has the following data for Employee ID 123:

        • Name : John
        • Age :

        The .csv file has the following records for Staff ID 123 (mapped to the Employee ID field):

        • Name : Peter
        • Age : 30

        After importing the .csv file, your Employee data type has the following data for Employee ID 123:

        • Name : John
        • Age : 30
      • Select Update if source is not blank if you want to update data for the fields in your data type that correspond to non-empty fields in the .csv file.

        For example, your Employee data type has the following data for Employee ID 123:

        • Name : John
        • Age : 30

        The .csv file has the following records for Staff ID 123 (mapped to the Employee ID field):

        • Name : Peter
        • Age :

        After importing the .csv file, your Employee data type has the following data for Employee ID 123:

        • Name : Peter
        • Age : 30

Note: The update methods are not applicable when you want to add data records to a data type. The system adds new records irrespective of the update method that you select.

4. In the Target field column, use the autocomplete control to enter the fields in your data type corresponding to the fields in the .csv file that appear in the Source field column. If the fields match, the system enters the value for this field.

Note: You cannot update this value for the field that is marked as a record identifier.

5. If you are not using the same method to update data for all the fields in your data type, select the method for each field from the Update method list.

Note: You cannot update this value for the field that is marked as a record identifier.

6. Click Next.

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