After uploading a .csv file to add, update, delete or perform some other operation (custom purpose for the import) on the data for a data type, map the fields in your data type with the fields in the .csv file.
In the Map fields step of the data import process, do the following steps:
In the Match existing records by field, use the autocomplete control to enter the field in the .csv file that corresponds to the field in your data type that acts as a unique identifier (key). The field uniquely maps the data records for your data type with the records in the .csv file.
For example, you can map the Employee ID field in your Employee data type with the Staff ID field in the .csv file.
The system updates the Target field column (Employee ID) for the corresponding Source field column (Staff ID) and marks it as a record identifier in the Update type column.
For example, your Employee data type has the following data for Employee ID 123:
The .csv file has the following records for Staff ID 123 (mapped to the Employee ID field):
After importing the .csv file, your Employee data type has the following data for Employee ID 123:
For example, your Employee data type has the following data for Employee ID 123:
The .csv file has the following records for Staff ID 123 (mapped to the Employee ID field):
After importing the .csv file, your Employee data type has the following data for Employee ID 123:
Note: The update methods are not applicable when you want to add data records to a data type. The system adds new records irrespective of the update method that you select.
In the Target field column, select the fields in your data type corresponding to the fields in the .csv file that appear in the Source field column.
Note: You can select top level and embedded properties as targets for import.
Note: You cannot update this value for the field that is marked as a record identifier.
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