Set up a User Import Template (Enterprise Version only)

Overview of the Import process

External Supplier listing Mapping Template Import Queue User Review process Import to Bookmine Tables

Overview: An Import Template defines the relationship between the fields in the external Source file and the fields in Bookmine’s target fields.

To set up a Template you will be required to (1) select the source file which has typical example records, (2) select the source file type from a list, (3) select the source object type, if prompted to, (4) optionally select the default images folder if images are provided with the listing. Then add mapping entries to the template that define the relationship between the source fields or values and the target fields in Bookmine.

From the main import data screen click the Setup Import Template button.

An import template is required for unique source file type and optionally per supplier if you wish to specify different literal value mappings to track specific records from specific suppliers.

To set up an import template you must have a sample source file that is regularly formatted and is formatted exactly the same as the supplier listings that will be imported using the new template. The file should contain the equivalent of rows and columns of data only without any miscellaneous text and headings interspersed in the tabular data. The file could contain field headings on the first line in a CSV file. Heading and subheading should be removed from the source file before attempting to import it or use it to set up a template.

New Template - To create a new template enter a unique name in the Template selection box that will identify this template in future. You are warned if the template does not exist. Agree to create a new one.

• Select the type of the source file from the list displayed that matches the sample source data..

• You are prompted for the location of a sample file. Navigate to the file and select.

• Depending on the type of file selected you are optionally prompted to select the object where the data is stored. In an excel spreadsheet this is the Worksheet; in an Access database this is the Table that contains the data; in a CSV file it is the entire file itself and you will not be prompted for a type.

• On success you are returned to the Field Mapping Screen.

• You can optionally provide the path to images linked to the records to be imported.

• If the source file does not contain field names you can elect to use the ordinal position of the fields as the source mapping. E.g. 1 is the first field, 5 is the 5th field. Numbers will appear in the dropdown list of source fields instead of field name. To use field ordinal position tick the “Use field Order” option. This must be selected before any field mappings are defined. If any are defined they must be deleted before you can change.

• Once the sample file is selected you can view the source data by clicking the “Display Source Records..” button.

• See here to define the field mappings.