Mapping Profile
A mapping profile is used in Data Import. It tracks how to match CSV data fields with the record structure defined in the platform. It also specifies whether incoming data is appended or merged, and determines how a merge occurs.
Multiple Mapping Profiles can be created for the same object, one for each CSV file that uses a different arrangement.
- Creating a Mapping Profile
- Click Settings > Data Management > Import Data
- Select the object to import into
- Select the file containing CSV Data (Required. See note below)
- Click [Next]
- Specify the Map Columns
- Click [Next]
- Specify merge parameters using Set Attributes
- Save the Mapping Profile.
Tip: An input file is required by the Data Import wizard, because the data fields are displayed when you create the mapping profile.
One way to make map-creation easier is to create a dummy file with a single row of data, and put names or recognizable test-data in that row. For example: acct name, acct number, acct type, industry, .... (Create as many columns as you'll need for a complete mapping.)
That data is displayed when you're mapping fields, which makes it easier to select the intended field. Then use that map when importing the real data.
