From the data screen you should be able to choose the schema for a file and map the columns to the output schema. This is generally a one-time operation for file that fits the characteristic of file type, client, number of columns as a basic filter, and the schema and an optional qualifier associated with it. In other words, if Bettrdata see a file that fits the same criteria, it will choose the same output schema.
However, for the first time the schema is associated to a file of a client, we need to map the output schema's fields to the file's fields. The fields mapped will correspond to the field used as input. These fields may also be the output fields, but not have to be in cases where custom code is used to transform those fields into what the output fields will become.
To map the fields, do these steps:
- In the left navigation bar choose BD Ingest
- This should show a list of files in whatever status they are in.
- For file you are going to map select the output schema for it if not already chosen. This is found in the "Output Schema" column for the listed files
- Once the file has a schema associated with it, we need to map it. To do this, click on the three dots at the far right of the file row and choose "Open in Builder". A new window appears with the two choices, "Click here to Build New Convert" and "Copy from Existing".
- If there is a mapping from a client that will match this client's file you can choose it, and it will map to this file, while retaining the client the file is already associated to.
- If there is no existing mapping to associate, click on "Click here to Build New Convert". This will bring up a window showing the headers for the field and a few sample rows.
- Typical steps to do include;
- Drop header row: Header > Drop
- Set header validation: Header > Validation
- Enable the schema mapping: Conver > Enable
- If there are field with multiple lines, such as some address, set multiline on: Convert > Multiline
- The mapping process is to choose the output schema field and selecting it for the header. The header field is the top of the fields above the records. The mapping fields the ones below them
- Click on the relevant field on the field mapping field ("Select Mapping") and choose from the list presented. You can also start typing letters in the field to filter the list.
- Not all field necessarily need to be mapped, but what makes sense with your output schema.
- Above each field is also a set of icons. These can be used to profile, hide a field, or filter a fields values (from the sample data)
- When you are finished with the configuration, click on the Save button to commit the changes.