Data Importer Data Value Mappings

In This Topic...

Create and manage the Data Value Mappings of a Template.

Users can map policy data such as Countries or Currencies, to custom values that are different from the values required by the system. This is effective when uploading the Excel file for import, as users can enter their custom values in the Data Value Mapping instead of using the system codes, and then the system will correctly retrieve the field values based on these mappings.

For example, the system uses the ISO country code for Canada (CA) to process the request, and you have created a custom value for this as "Canada" in the Excel file. When uploading the file in the Data Importer, when CA is provided under the Country column as the value, the system will automatically retrieve "Canada" as a result.

Viewing Data Value Mappings

To view the details of a saved mapping.

Before Getting Started

  • You are assigned the Manage Uplink & Data Importer Templates security right.

  • You have already accessed Data Importer from the Administration menu.

Steps

  1. From the main menu navigate to the Template List. The Template List is displayed.

  2. Click the View Details link to display the Template page.

  3. Click Data Value Mapping from the Menu on the left. The Data Value Mapping list is displayed.

Creating Data Value Mappings

Based on the Field Mapping process, once a file has been imported users with the appropriate security rights can create Data Value Mappings for the fields that were pulled from the system. A Data Value Mapping uses a source value provided by the user, and translates it to a system-generated value.

Why would I need to Create a Data Value Mapping?

Users can map policy data such as Countries or Currencies, to custom values that are different from the values required by the system. This is effective when uploading the Excel file for import, as users can enter their custom values in the Data Value Mapping instead of using the system codes, and then the system will correctly retrieve the field values based on these mappings.

Before Getting Started

  • You are assigned the Manage Uplink & Data Importer Templates security right.

  • You have already accessed Data Importer from the Administration menu.

Steps

  1. From the main menu navigate to the Template List. The Template List is displayed.

  2. Click the View Details link to view the Template page.

  3. Click Data Value Mapping from the Menu on the left. The Data Value Mapping list is displayed.

  4. Click Add. The Data Value Mapping window opens.

    Enter the details of the mapping. Fields marked with a red asterisk * are required.

    Field Type Select the system field type you wish to map the values for, from the list (i.e Primary Assured, Bill to Party, Commodity, Country, etc.).
    Source Value

    Enter the source value of the Field Type selected.

    The Source Value is the value from the file that is being uploaded.
    Destination Value

    Select the Destination Value from the list.

    The Destination Value is a value stored in the system. As the file is being uploaded, the system validates the mapping and applies it as configured.
  5. Click Save to save the new mapping, click Save and New to save the mapping and create a new one, click Save and Close to save the mapping and close the window, or click Close to close the window without saving the mapping.

Result

The mappings are saved for use in the booked shipment.

Modifying a Data Value Mapping

To modify to any values that may have changed within the shipment booking process.

Before Getting Started

  • You are assigned the Manage Uplink & Data Importer Templates security right.

  • You have already accessed Data Importer from the Administration menu.

Steps

  1. From the main menu navigate to the Template List. The Template List is displayed.

  2. Click the View Details link to view the Template page.

  3. Click Data Value Mapping from the Menu on the left. The Data Value Mapping list is displayed.

  4. Click the Data Value Mapping you wish to open.

    Modify the details of the mapping as necessary.

    Field Type Select the system field type you wish to map the values for, from the list (i.e Primary Assured, Bill to Party, Commodity, Country, etc.).
    Source Value

    Enter the source value of the Field Type selected.

    The Source Value is the value from the file that is being uploaded.
    Destination Value

    Select the Destination Value from the list.

    The Destination Value is a value stored in the system. As the file is being uploaded, the system validates the mapping and applies it as configured.
  5. Click Save to save the new mapping, click Save and New to save the mapping and create a new one, click Save and Close to save the mapping and close the window, or click Close to close the window without saving the mapping.

Result

The mappings are saved for use in the booked shipment.

Deleting a Data Value Mapping

Before Getting Started

  • You are assigned the Manage Uplink & Data Importer Templates security right.
  • You have already accessed Data Importer from the Administration menu.

Steps

  1. From the main menu navigate to the Template List. The Template List.

  2. Click the View Details link to view the Template page.

  3. Click Data Value Mapping from the Menu on the left. The Data Value Mapping list is displayed.

  4. Click the checkbox next to the View Details link of the mapping you wish to delete. Note that users can delete multiple mappings at the same time by selecting the checkbox next to each mapping to be deleted.

  5. Click Delete.

Result

The mapping(s) is removed from the list.