| 1. | From the Add import process screen, click Map fields. The Map fields tab appears. For more information about how to access the Add import process screen, see Add an Import Process. |
The Add import process screen includes a series of tabs designed to walk you through the process of creating an import process.
Tip: Use Previous and Next to move between the tabs, or click the links at the top of the screen. A blue circle indicates the tab you are currently using. When required information is missing, a yellow warning appears.
| 2. | Under Field mapping, select whether to map import fields to batch template fields manually or to use an import file mapping template. When you select Use file mapping template, select the mapping template. For more information about mapping templates, see Configure Import File Templates. |
When you select Manually, the Batch template column section of the grid lists the fields from the selected batch template. In the Import file column section, select the heading from the selected import file that matches the batch template field. You can also select the character used to separate values in the file.
To automatically match fields in the import file to fields in the batch template, click Auto map. The program attempts to match the fields of the selected batch template to similarly named columns in the selected import file. You can adjust these as necessary.
Note: For a volunteer timesheet batch, we recommend you use Lookup ID for the Volunteer field.
Note: For a membership batch, we recommend you use Lookup ID for the Name field.
| 3. | In the Import file column section, when Collection field appears for a field, select the field and click Map collection field. The Collection field column map screen for the selected field appears. |
| a. | Collection fields can support multiple entries. In the Number field, enter the number of entries to import for the collection field. In the grid, the fields required for each entry appear. |
| b. | The Collection field column section of the grid displays the fields required for each imported entry. In the Import file column section, select the data from the selected import file that matches the collection field. |
| c. | Click OK. You return to the Add import process screen. |
| 4. | Click Next to move to the Set options tab. |