Note: Users who run imports from a dashboard do not need to map data. The workspace administrator maps the data when they create the import.
A workspace administrator maps items in the Import dialog. Each target list has a tab in the dialog on which items from the source file can be mapped to items in the module.
Before you can map items in an import, you must map the column headers for the source file to the lists that make up the rows, columns, and pages in the target module. This determines the items from the source model that display in the tabs for the target lists.
Types of mapping
Once you map the column headers for your import, you can map the timescale, map to a fixed line item, and map line items. Hierarchical lists normally match on codes or names and do not need manual mapping.
Each item available to map displays on a tab in the Import dialog.
Map the timescale
Timescales either match names or use one of the standard date formats. As variations in date format are common, it's important to choose how to map the source data into the timescale on the Time tab.
Map to a fixed line item
If you map a list in the source to a fixed item in the target, then you must specify the item value. A tab for the item displays available options in a dropdown list. Select the value you want to map to.
Map line items
When your line items are set as column headers in your source, the data for each line item displays on a separate tab in the import dialog.
If the line items in the source have the same name as the line items in the target, the items map automatically. If some or all of the items have different names, you can map the items manually. If you select to manually map items, you have the option to clear some or all of the matches. You can also choose to ignore some items or ignore all unmapped items.
Data from items you ignore does not import. If you run and import with unmapped items and do not select Ignore Unmapped, the Result Summary displays these as unsuccessful.
Note: If the line items are on rows in the source file, they must exactly match the line item names in the target module in order to map correctly.