Mapping fields for delete or custom purposes

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:

  1. 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). If the fields match, the system enters the value for this field. 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.

    • If the data type uses multiple keys, you must specify all the Match existing records by fields and their corresponding target fields in the .csv file. In this case, only the keys are listed in the autocomplete field.
    • If the data type uses an autogenerated key, you can select any exposed property as the target field for the Match existing records by field that you select.
    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.
  2. 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 or click Select to display a dialog box for searching and filtering fields. If the fields match, the system enters the value for this field.

    Note: You can select top level and embedded properties as targets for import.
  3. Click Next.