Map File Columns to Attributes
Learn how to map columns in the selected source file to corresponding attributes in the tenant’s Reltio Data Model, prior to executing a the data load.
On the Upload section, after you’ve selected a file, you’re redirected to the Mapping page. The content of the file that you’ve uploaded is displayed.
- On the Map section, select Map Attributes.Note: You can start mapping attributes even if you don’t select an existing mapping. After you saved the mapping the name will be New mapping, which you should change to a relevant name.The right side panel enables 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.
- Click Select Mapping.
You can select an existing mapping or search for an existing mapping from the list.
You can sort existing mappings in 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.
- 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. - Click a column header.
You can map the attributes using the right-side panel. You can map the file columns to entity attributes.
- On the right panel, select the required attribute.For more information, see topic Map File Columns to Reference Attributes.Note: If you are loading interactions you need to map the required members. For more information, see topic Map file columns to members .
- 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.
You can find the required attributes-mapping count, which you can see next to the number of columns you've mapped.
- Click Map Attributes.Note: If you don’t map all the required attributes, save the mappings and navigate to the Define stage and select Full Update, you’ll see a warning dialog while proceeding to the next step. If you choose to return to the map, you’ll see the attributes that require the mapping. When you choose the column and select the mapping for the specified attributes. You can navigate back to this page and map all the required attributes later.
For more information, see Specify record update preference.
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 the 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:
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 a simple or nested attribute without mapping the attribute to any column of the input file.
- Select a single column for an attribute.On the right panel, the list of attributes will be displayed.
- On the right panel, select multiple columns for a single attribute.
You can map multiple columns to a simple attribute.
- Click the Gear icon corresponding to the attribute.
You can add the value of the attribute.
- Enter the value for DomainType.
You can add this value as the default value. For example, the default value for the DomainType attribute is set to reltio.com.
- 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.
- Next to the relevant attribute, click the gear icon:
- Click More Options.
- Select Split Column.
You can see the Split column dialog box:
- From the dropdown list, select the separator.In this example, use the space separator. The preview shows the divided values.
- Click APPLY.The name column is divided into two columns. You can split First name and Last name using the separator as follows.
- Click More Options on the column.
- Select Join Column:
You can see the Join column dialog box.
- From the dropdown list, select the separator. In this example, you’ve used the space separator.The Preview shows the joined values.
- Click APPLY.A new column is created that displays the joined values.
- 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.
- Click Continue.You can see a Save mapping dialog box.Note: In the mapping, go back to the previous page to upload a new file and start the process once again.
- Click SAVE AND CONTINUE.When you create a new mapping after you’ve saved the same, you can change this new mapping to any other relevant name.
- When you click CONTINUE after mapping, you’re prompted to specify the record update preference in the Define stage.