Release Preview: Load File Mapper

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Amazingly Simple Load File Imports.

On Monday, January 18, we will be rolling out the much anticipated second installment of enhancements to the Nextpoint import experience with the introduction of a load file mapper for produced data imports. 

This new load file mapper provides the opportunity to easily match fields from your load file to the fields displayed in your Nextpoint database, from within the application. We’ve also included several instances of load file and field validation to ensure your import is successful.

Some notable highlights of this release:

  • Both DAT and CSV load files now accepted for produced data imports, removing the need for external modifications prior to import.
  • Simplified produced data imports with load file detection and the introduction of a load file mapper.
  • Proactive troubleshooting with validations for image, text, and native pathing fields, required user confirmation for skipped fields, and load field data preview within the mapper.
  • Effortless field matching with 'exact match' recommendations and the ability to search alternative existing fields or create new fields 'on the fly'.

ImportWizard-Phase2-2.png

 


Importing Produced Data with the Load File Mapper

With the addition of load file mapping capabilities, many steps in the guided import workflow will remain the same, but have been reiterated simply below to paint the fullest picture as to how you will now navigate the import workflow for produced data with a load file.

1 | Upload data to File Room

The existing option for uploading data to the File Room remain the same as they were pre-release.

2 | Select Files for Import

The existing options for selecting files for import remain the same as they were pre-release.  It is recommended you upload your production data folder to the File Room unzipped.  This will ensure all subdirectories and load files are accessible during the guided import workflow and processing.

3 | Confirm Import Data Settings

Once your files have been selected for import,  you will be navigated to the next step of the import sequence, Import Data Settings.  Here, you will verify and/or outline settings applicable to your current import.

New! Load File Selection Produced Data Import Settings

What's New?

When a load file is detected from within your data selection, Nextpoint will recognize your data set as Production with Load File import type.  When this Import Type is detected, an additional setting will be available to select the load file to be used for mapping in the next step of the guided workflow, and ultimately, during processing. 

Nextpoint will use the first load file found, but if there is a particular load file you would like to use, you can change such in the drop-down.  As illustrated below, you can now select any DAT or CSV contained within the selected data set.

Import_Wizard-Mapper-Load_File_Selection.png

 

4 | Review & Set Load File Mappings

Load File Mapper at a Glance

When Production with Load File Import Type is selected, a new step has been added to the guided workflow in which you can review and set your load file mapping specifications.  The load file mapper, if you will.

The key objective of the load file mapper is to ensure the fields from your load file are mapping to the appropriate Nextpoint database fields.  If the mapping is not made, Nextpoint will not know where to send the load file information during processing. 

Once in the load file mapper, you will be presented with four core columns which provide you with data from your load file, a list of database fields to which load file data can be mapped, and a status indicator of your field mapping.  These four columns are described in detail below.

ImportWizard-Phase2-2_HC_.png

A | The first column, Field from your load file, will be populated with a list of the fields contained in the header row of your selected load file.  

B | The second column, Destination field, contains a list of available fields in your Nextpoint database to which corresponding load file field data can be mapped. Nextpoint will attempt to auto-map exact matches. You can also edit the auto-mapped recommendation, create a new destination field 'on the fly', or choose to skip the field within the field drop-down.

C | The third column, Load file preview, contains a three row preview of the data within the load file for each field.  This information can provide assurance the appropriate values correspond with a particular field.

D | The fourth column, Field status, provides confirmation if a load file field has been successfully mapped to a destination field or if additional user action is required prior to import.

 

A Closer Look at the Destination Field Column

Now that you have an overview of four columns within the mapper, let’s take a closer look at the Destination field column and the different opportunities for mapping information from your load file to your Nextpoint database.

Image Mapping Field Mapping Skip Fields Native/Text Path Validation

The first one or two rows in your Destination field column will be populated with image mapping criteria.  Image mapping criteria provides Nextpoint with instructions for locating your production images during processing.

Click on the gear icon to validate the load file field which Nextpoint should use to locate the images for your production.

Import_Wizard-Mapper-Image_Mapping.gif

 

5 | Initiate Your Import

Once all load file mappings are complete, click import and processing will begin.  Nextpoint will take your original load file, make a copy and make any necessary conversions on the back-end during processing.  

Import_Wizard-Initiate_Import.png

 

6 | Review Import Results and Family Link

After your import is complete, the converted load file copy will be added to your original folder selected from the File Room for import.  Fields used for mapping will be stored as a report in the individual import details page. 

The very last step once processing is complete is to Family Link your import batch.  Family linking is the process which visually links imported (produced) emails and attachments using a set of two fields: "Unique ID" and "Family ID". This takes place after import processing is complete and via DATA   Import   and by clicking on the batch name to view Batch Details   Family Linking.

Read more on family linking here >>

 

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