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Problems can sometimes occur when there is hidden information in cells so try and keep the data (text) as clean as possible
* The file will be imported only if the headings in the spread sheet are mapped to the New Column Names in Field Mapping
* bxp is designed to handle ASCII characters. Foreign characters can be challenging.
* Click "Load Data Records - Add Only - Upload File", browse to the file and click Upload file
* The system now allows you to verify that the column headings have been correctly mapped. Click Verify
** Ensure all your fields are mapped correctly as you want them to be
** Scroll to the bottom of the page to view all unmapped fields from the spreadsheet
** If mistakes are found there are two options. Alter field mapping or upload a new file.
* If you are sure the data is correct continue.
Half way through some processes, people find that their field mapping is slightly off. Instead of having to upload the file twice (especially for large files), "Use Existing Uploaded File" allows a user to use an already uploaded file.
* Click Load Data Records – Use uploaded file
* A list of files will be displayed
* Choose the file you want to upload
* If no files have been added to the system, no files will be displayed
* Continue with the instructions as above
= Smart Update =
Smart update provides an extension on the Add Only process. In this case, the file you are uploading needs to be compared to the existing records as there may be overlap or records that need updating. Smart update allows you to select a "matching" field. If a record exists in the spreadsheet and in the form, you can choose which information is to take priority. Then for any record that is not matched a new record is added to the form.
Follow the top add process above.
The final screen gives a number of Smart configuration options.
* The file to process from
* The form into which the files will be processed
* The Id field against which to match (only one field can be used)
* If a match is found,
** Keep Data From. If a match is found, should the data from the form be kept, or data from the Excel overloaded into it
** Status Found. If the Status column is supplied, should the status from the file over the status or should the current status be kept
** Replace all columns. If the file does not contain all the columns, should the fields in the form be blanked. This can be useful for when a validation file is overloaded to confirm that a master external data source is confirming it has the data it needs.
* Add Contact History. This can add an extra CCL to the records to show they were updated / interacted with
Please not all changes are immediate. The bxp team can make emergency "middle of the day" backups if you are updating critical live data. Please let us help you.
= Retrieve Email-2-Form =
This the retrieval engine for the process. Please review [[BEmail_%28_Email-2-Campaign_%29]] for more information.
= bxp Archive =