Step 1: Review the Summary
- Review the summary sections and ensure they align with the configurations made during the new mapping workflow.
- When happy, select Save As.
Step 2: Enter a Name for the Mapping
- Provide a descriptive name that reflects the purpose of the mapping (e.g., “Insert Contacts”).
- Ensure the name is unique to any that have previously been created.
Step 3: Optional – Store the Current Sheet Name
Impowr supports workbooks containing multiple sheets. It is important that when working with multiple sheets that Impowr knows where the data needed for the import exists.
- To store the sheet name into the mapping, select the checkbox:
- “Store the current sheet name in mapping for use with Managed Import”
Note: If this setting is left disabled and the file contains multiple sheets, the File Import Component will always use the first sheet in a workbook. If the user uploads a file that originally had multiple sheets but was saved with a single sheet (i.e. the user saved the original file as a .CSV), the component will check the format of the single sheet against the expected format. If it’s a match, the data will be imported.
Step 4: Save the Mapping
- Click Save to finalise the mapping creation.
Step 5: Final Notes
As it is not essential to test the import, exit the mapping workflow by selecting the Impowr logo in the top left.
Note: The Impowr tab can be used to import the file using the “Submit” button. This is typically done for testing a mapping or using the tool as an import tool for Salesforce. Submitting a file for import via this workflow will only be successful if the mapping does not utilise the {!Record.Id} functionality.