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Managing Mapping Profiles

Updated

If you frequently import files with the same columns, you can create a reusable Mapping Profile to quickly map your fields each time you import.

If you only import Contact Data fields, you may not need a Mapping Profile.  All Contact Data fields will auto map if the Header field has the same name as the Contact Data field.  However, if you import custom data, custom fields are listed with a preceding asterisk and do not auto map.  Import files containing Custom Data fields become simpler to import with the use of a Mapping Profile.

To create a Mapping Profile:

  1. Follow the Import Contacts instructions to reach Page 2 of the Import wizard.
  2. Map each Field in the file with an Associated Field in the database. 
    All Contact Data fields will auto map if the Header field has the same name as the Contact Data field.  Custom fields follow, each name preceded by an asterisk.
    • NOTE:  At least one field must be mapped to the Email field.  In a realm with Customer Key enabled, you must map the Customer Key field also. 
  3. Enter a name in the Save Mapping Profile field, then click Save.  A message will appear confirming the profile saved successfully.  If there are any errors, the save will fail and a red warning message will appear.
  4. Click Next to continue the import.  The next time you Import a file, the Mapping Profile will be available to select in the Use Mapping Profile listbox.

To use a Mapping Profile:

  1. Follow the Import Contacts instructions to reach Page 2 of the Import wizard.
  2. Select a profile from the Use Mapping Profile listbox.  It will appear in the list as the Name followed by a number.  The number indicated the number of data fields expected to be mapped.
  3. Click Next to continue the import. 

If the Profile does not have the same number of columns as the Import file, or if the Import file headers do not match those in the Profile, then an error will display.

To Rename a Mapping Profile:

  1. Select the profile from the the Use Mapping Profile listbox.
  2. Click the Rename button, which appears as "re|".
  3. In the popup box, enter a new name.
  4. Click OK to save the changes, or click Cancel to close the popup without saving the change.

To Delete a Mapping Profile:

  1. Select the profile from the the Use Mapping Profile listbox.
  2. Click the Delete button, which appears as "X".
  3. Click OK to delete the profile, or click Cancel to close the popup without deleting.

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