A new button introduced on the Import Page i.e., “Download Excel File” as shown in the screenshot below
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Download button will get enabled, when user will select mapping from the dropdown or create new mapping. When user clicks on “Download Excel File” button, then excel file will be downloaded on user system with the screen name as the name of the Excel file.
If the mapping is already saved, which is selected in the mapping dropdown, then the user can download the Excel file by clicking on the “Download Excel File” button. However, if there are no mapping details against the selected mapping, then on clicking the “Download Excel File” button, system will prompt the error message, "Mapping not found for the selected mapping".
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NOTE: For Custom mapping – The downloaded Excel file will contain only those fields that were saved by the user, with all columns mapped earlier during the mapping process.
DEFAULT MAPPING
"Default Mapping" functionality also introduced as an enhancement for all the screens, so that there is no requirement to do the mapping manually, as mapping will be done automatically once user download the Excel file by selecting "Default Mapping" and uploading the excel file after entering the data in respective columns of excel. Default mapping is available in the "Select Mapping" dropdown of every screen’s import functionality.
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NOTE:Before selecting any mapping from the dropdown, download and upload buttons will be disabled. After selecting the mapping, Download and Upload buttons will get enabled.
With the default mapping, users are no longer required to map every single field to its respective columns of excel file. This simplifies the process of mapping each field to the excel column, as this process is done automatically by the system.
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Go to the Right Action Panel of the Customer master screen
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Click on the "Import Map" action to open the import page.
A new import page will open as shown in the screenshot below.
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NOTE: On the right side of the import screen (Reference: Above screenshot), the system will show all the fields in the sequence as they are displayed on the screen in edit mode (Single Row Layout mode).
DOWNLOAD THE IMPORT MAPPING EXCEL FILE
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The downloaded file is shown in the screenshot below:
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NOTE:
The Top Row of excel sheet is freeze for easy navigation.
The header tab and its child tabs will be in different colors. The header row will be in the darker color and the other rows will be in the lighter color (with same color) as compared to the header row.
In the default excel sheet, the format of the tab and field will be in this format: “Tab name.field name”.
For example, in the Customer Master window: the format of the tab and field is: http://Customer.Name , Customer.Add to Interest Area, Customer.Organization, Customer.search key, Customer.Active etc.It Represents ‘Customer’ as a ‘Tab name’ and ‘Name’ represents the ‘column name’.
ENTER DATA TO IMPORT
Now user need to enter the data in the downloaded excel file that the user wants to import into the VA system.
Open the downloaded excel file.
Enter data in the respective columns of excel file.
NOTE: User needs to enter the data in the excel file appropriately and accurately in the respective fields and columns according to guidelines.
Below is an example of the excel file which contains sample data.
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Also, under the Log section, user will get individual ‘result’ of Import and also shows ‘Import Done Successfully’ message at the bottom as shown in the screenshot below:
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NOTE:
The save button will be disabled in case of Default Mapping.
After the data is imported, the upload and download button show enabled if the user wants to upload the Excel sheet after some corrections. By clicking on upload, the user can upload the Excel sheet again on the import screen.
IMPORT DATA INTO THE VA SYSTEM
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All the data mentioned in the Excel sheet is successfully imported into the VA system, as shown in the above screenshot, and is visible on the customer master screen.
SOME VALIDATION POINTS
NOTE:
There is a validation that if the user selects default mapping, then only the downloaded default mapping Excel file should be uploaded; if the user selects a file other than the default mapping download, then the system will display an error message i.e. “Please Select Valid Excel File” and vice versa.
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