Map a Custom File to The Project

Learn how to map a custom file to the project when using templates in the Bulk create table. 

When importing your work into Accutics, templates offer a convenient solution for importing .xlsx files with ease. Indeed, templates can be saved and reused, eliminating the need for manual mapping for each import.

However, before using a template, you need to set it up by mapping a file structure to the project configuration.

While this article will focus on the mapping steps when setting up or editing templates, you can find a comprehensive overview of the complete process for importing files with templates here.

Mapping process

Whenever you upload an .xlsx file, a panel will open, allowing you to set up or edit a custom mapping. This process involves matching your file’s data to the project’s fields.

Here's how it works:

1. Define the relevant data to import

Help up locate your data by selecting the specific sheet with your data and the row containing your data headers. 

2. Identify the fields you want to map

3. From the 'Column title', select the matching column title

This will automatically select the row, indicating that the data will be included in the mapping. Deselecting a row, even if it's filled in, will be excluded from the mapping. 

4. (Apply import settings and rules)

If needed, you can refine your import by applying settings and/or transformations to ensure data consistency.

5. Save or import

Depending on whether you are in the process of creating a new template or editing an existing one, you’ll have different options to either save the template or finalize the import process. 

If you finalize an import, your data will populate the Bulk create table and undergo validations according to the project settings. This ensures you can continue work while also complying with the data standards of your company.

Note: Only selected rows are included in the import. Choosing a column title will automatically select the row, as indicated by the blue checkbox on the left.

Mapping panel

The panel that opens up is divided into two sections. 

Locate column titles

Here, you can specify the relevant data for import by defining the sheet and the exact row containing the headers in you data. This row is used to identify column titles. 

Hence, select a sheet > Adjust the row number > 'Apply'

Note: By default, the selection is set to the first sheet and first row.

Map column titles

This section is divided into two key columns with various operations you can perform during the mapping process.

Structure

Field

This column lists the input fields that were configured for the current project. 

For each field, you have the name of the field and an indication of its type. 

Column title

This column lists dropdown menus for each row. Clicking on a dropdown will list the titles of the columns found in the file you uploaded. These column titles need to be matched with the corresponding fields on the left. 

For each column title, you have an indication of the column letter from the file and its title.

Import settings and rules

For each column title you select, you have the option to set settings or apply rules to ensure consistency of the import data. These include: data format, form of dataset options, transformations. 

Operations

Select/Deselect a row

Simply click the checkbox on the left hand. Selected rows are included in the import, while deselected rows are not.

Select/Deselect all rows

Use the checkbox on the top left to select or deselect all rows at once. 

Clear a value

Click the 'X' icon next to a value to clear it. 

Search for a value

When selecting a column title, use the search bar at the top of the list to quickly find a value by typing. 

Example

Let's illustrate with an example. Suppose you have the following project fields and want to create a template for the spreadsheet you use internally. To do so, you need to set up the template mapping by defining which columns from the spreadsheet match with which field in the project.  

This would ease the import process, as you can simply apply the template whenever you need to import the spreadsheet.

After importing, your data will be available in the Bulk create table, allowing you to proceed with creating tracking codes or name sets for your marketing.