This section is used if you are trying to match a value displayed on the CSV file to a related field value in the application.
Related field Mappings do not create data, they link existing data to the record you are creating or the component the import relates to.
For the User Import you would use this section when you want to associate roles with a new/updated user.
Field
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Description
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Notes
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Import Field
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The identifier for the field on the CSV file.
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For CSV files, this is the column number. The first column in the file is always column 0.
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Destination Relationship
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The field in the application, into which the value in the import will be stored.
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Select the relationship in the component, into which the value in the import will be stored.
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Matching Field
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The component field in which the value, held in the import file, should be found.
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Select the Related Field for the Destination Relationship.
Example:
- Destination Relationship is "Assigned To", the matching field Employee Number".
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Append Field
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This column/field will determine if the value from the external system is appended (added) to existing values or is overwritten.
Value is either TRUE/FALSE
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Import Field Delimiter
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Where there are multiple related field values that need to be mapped, the system will use the delimiter specified here to separate the data.
If this is blank, the system will assume the values are separated by semi colon ";"
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Example of Employee Numbers separated by semi colon
EMP001;EMP002;EMP010
Example of Employee Numbers separated by a "|"
EMP001|EMP002|EMPID010
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Description
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Description for the related field mapping.
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Description for the related field mapping (optional).
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Once an import has been configured a csv template can be downloaded which contains all the fields in the required order.
