Saving and Using RDI Tool Mapping Templates

Saving and Using RDI Tool Mapping Templates

Using the Record Data Import Tool the first time requires you to manually match each column of your spreadsheet to Junxure Fields.

However, if you plan on importing data from the same spreadsheet layout multiple times with different data, you can save all the matches and use those same mappings again next time, rather than re-mapping the entire sheet field by field.

Saving an RDI Tool Mapping Template

  1. Use the RDI Tool as normal until you have matched all the fields from your spreadsheet.
  2. In the upper left, click Templates > Save Template.
  3. Select a save location, specify a filename and click Save.

Using an RDI Tool Mapping Template

The next time you prepare a spreadsheet import, use the same column headers and layout as before with new rows of data.

  1. Run the RDI Tool and load your next spreadsheet into the tool.
  2. When you reach Step 3, click Templates > Load Template in the upper left.
  3. Locate and select the template file you saved previously. All the mappings you saved load automatically.
Warning!
When you first create your mappings, the RDI Tool verifies that the data in the column matches the data type that the field is expecting. Loading mappings from a template skips this verification. If you are loading mappings from a template, be doubly sure that the data you are importing is the correct data type or you may have errors after importing into Junxure.
    • Related Articles

    • Using the Record Data Import Tool

      After you have installed the Record Data Import Tool and prepared your data, you are ready to use the RDI Tool. Step 1: Select Your Data Launch the Junxure Cloud Record Data Import from the desktop shortcut or the CRM Software folder in your start ...
    • Preparing Your Data for the Record Data Import Tool

      The Record Data Import Tool takes a Comma Separated Value (CSV) spreadsheet and maps the columns of data to fields in Junxure. You may use your own spreadsheet, or you may use a Junxure provided sample sheet that you then populate with your own data. ...
    • Record Data Import (RDI) Overview

      The Record Data Import (RDI) process provides a way to add Records to Junxure in bulk and pre-fill many of the critical fields for those Records using data contained in a spreadsheet or other CSV (Comma separated value) file type. The RDI Tool itself ...
    • Installing the Record Data Import Tool

      The Record Data Import Tool is a locally-installed software program that processes your spreadsheet of data into a format that Junxure is able to import. The following documentation will walk you through downloading and installing the software prior ...
    • Creating and Using Grid Templates

      If you have used the Grid tools to arrange a custom Grid view that suits your needs well, you may save that particular arrangement of filters, groups, sorts, columns, display items, and even searches as a Grid Template which may be easily recalled ...