Map File Columns to Attributes

You must map columns with the attributes of the Reltio Data Model before the data load.

This task explains how to define a mapping between file columns and entity attributes before loading entities.

On the Upload page, after you have selected a file, you are redirected to Mapping page. The content of the file that you have uploaded in the Upload page will be displayed.

  1. On the Mapping page, click on Map Attributes.
    Note: On the mapping page, you can start mapping attributes even if you do not select an existing mapping. After you saved the mapping the name will be New mapping, which you can change and add any other relevant name.

    The right side panel allows you to map attributes.

    You can map the file columns to the entity attributes. You can start mapping the attributes with or without selecting the existing mapping or by creating a new mapping.
  2. Click Select Mapping.

    You can select an existing mapping or search for an existing mapping from the list.

    You can sort existing mappings in the ascending or descending order based on:
    • The user who created the mapping
    • The date on which the mapping was created

    In the Select mapping dialog box the mappings are sorted based on the ascending order of Created by field. You can also filter mappings to refine your search.

    If you select an existing mapping, the CSV columns are mapped to entity attributes based on how the mapping is defined.

  3. In the Select mapping window, click New Mapping.
    You can create a new mapping.
    Note: By default, the name of the new map is New Mapping. Once the new mapping name is created this name will be stored inside the cache.

    In the Select Mapping dialog box, the Mapping Name text box is displayed with the name of a new mapping.

    Note: The Select mapping button label does get changed after the new mapping is created. It will be changed only when you select the existing mapping.
  4. Click a column header.
    The right side panel allows you to map attributes. You can map the file columns to entity attributes.

  5. From the right panel, select the required attribute.
  6. On the Mapping column, click the filter icon.

    You can filter the attributes. You can choose to view all attributes, non-hidden attributes, or required attributes.

  7. Click Map Attributes.

    See the Mapping image, which explains all the non-hidden attributes that are displayed.

    The hidden attributes have the eye symbol against them.

    The First name and Full Name columns are mapped to First Name and Full Name attributes respectively:

    You can unmap attributes by clicking on the cross icon alongside the mapped attribute on top of a column as highlighted in the image above. The Full Name column is mapped to the First Name and Full Name attribute in the image above. The following image shows that the Full Name attribute is unmapped when you click the cross icon.

    You can add a default value to any attribute (simple or nested) without mapping the attribute to any column of the input file.

  8. Select a single column for an attribute.
    On the right panel, the list of attributes will be displayed.
  9. On the right panel, select multiple columns for a single attribute.

    You can map multiple columns to a simple attribute.

  10. Click the Gear icon corresponding to the attribute.

    You can add the value of the attribute.

  11. Enter the value for DomainType.

    You may add this value as the default value. For example, the default value for the DomainType attribute is set to reltio.com

  12. Select the Empty option.

    In one of the mapped columns from the input file, for the missing values, you can set default values or remove values from the tenant during partial override.

  13. Next to the relevant attribute, click the gear icon:

  14. Click More Options. .
  15. Select Split Column.

    The Split column dialog box is displayed:

  16. From the drop-down list, select the separator.
    In this example, the space separator is used. The preview shows the divided values.
  17. Click APPLY.
    The name column is divided into two columns. You can split First name and Last name using the separator as follows.

  18. Click More Options. on the column.
  19. Select Join Column:

    The Join column dialog box is displayed.

  20. From the drop-down list, select the separator. In this example, the space separator is used.

    The Preview shows the joined values.
  21. Click APPLY.
    A new column called Prefix 1 is created that displays the joined values of the prefix and name columns.

  22. Click Back.
    Note: In the mapping page, using the BACK button you can go back to the previous page to upload a new file whenever required. You can start the process once again.
  23. Click Continue.
    A Save mapping dialog box is displayed.
    Note: In the mapping you can go back to the previous page to upload a new file and start the process once again.
  24. Click SAVE AND CONTINUE.
    When you create a new mapping after you have saved the same, you can change this new mapping to any other relevant name.