Working with mappings

You can save import mappings for later use. You can also modify them as needed from the Import Tasks page in the Task Scheduler.

Once you save a mapping, it is available for any task that you create, even if the task where you originally saved the mapping has been deleted or canceled.

The following topics are provided:

To create and save a mapping

  1. Select the Administration tab.
  2. In the System Management section, click Task Scheduler.
    The Task Scheduler page appears.
  3. Do either of the following:
    • To edit an existing task, select the task in the list and click the pencil icon.
    • To create a new import task, click New Task > Import Task and select the type of data you want to import.
  4. In the left pane, click Map Fields.

  5. In the Map Import File Fields section, in the Import (source) column, click the cells to select fields from the source file that match the fields listed in the FootPrints fields column.
    Required fields are shown in red and are followed by an asterisk.
  6. Click Use Selected and select Save New Mapping.
  7. (Optional) To schedule the task, in the left pane, click Schedule Task, review the settings for this task, modify them as needed, and click Schedule Task to save your changes.
    For more information, see Scheduling tasks.

To update a mapping

You can modify or delete a mapping.

  1. Select the Administration tab.
  2. In the System Management section, click Task Scheduler.
    The Task Scheduler page appears.
  3. Select an existing task and click the pencil icon to edit it.
  4. In the left pane, click Map Fields.
  5.  Click Use Selected and do either of the following:

    • Select Update Current Mapping and update the fields as needed. 
    • Select Delete Mapping. A confirmation message appears.
  6. (Optional) To schedule the task, in the left pane, click Schedule Task, review the settings for this task and modify them as needed, and then click Schedule Task to save your changes and add the task to the run schedule.
    For more information, see Scheduling tasks.

Related topic

Importing

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