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Data Loader – Basic Navigation & Templates

Data Loader Home Page

Coming to the Data Loader home page for the first time, you’ll most likely see the following message prompting you to add data files:

If you’re already using the tool, previously loaded files will be listed out starting with the most recently-loaded file. Here, you’ll have access to the following details:

  • File: Full file name, date and timestamp of upload
  • Template: When applicable
  • Owner: Who uploaded the file
  • File Status: Where the file is in regards to the data load process
  • Template Status: Ready to Map, Active, Active w/Errors, Inactive, or Inactive w/Errors
  • Actions Menu: Edit Template, Process, View File State, Toggle Details Pane, Delete

Navigation: Searching / Sorting

As your list of files grows, you have multiple ways to search or sort files to find the file(s) that you want. On the main data loader screen, each column has a searchable header:

  • File – This allows you to do a text search for the file titles (e.g. event)
  • Template – This dropdown will list all of your available templates and return the associated files
  • Owner – This text field will let you type in a username to search for the files that they uploaded
  • File Status – This dropdown will list all of the status options a file may have including: Pending, Ready to Process, Completed, Excessive Errors, etc.
  • Template Status – This dropdown will let you sort the files by the template status. Options include: Inactive, Active, Ready to Map, Active w/Errors, and Inactive w/Errors

You can combine a number of these headers or use a single one to search and sort your files. Once you have selected the desired headers, click ‘Search’ to apply.

Navigation: Pagination

At the bottom of the file list the total files you have uploaded will appear along with the additional pages of files.

The most recent files will appear on page 1. You can use the pages to sort through files in addition to the headers above.

Navigation: Actions Menu

Once a file is no longer in ‘pending’ status, you’ll have the following options from the actions menu:

  • Edit Mapping: This will take you to step 2 where you can map the incoming data fields to your Omeda fields
  • Process: Once the file has been successfully mapped, you can select this to process the file and formally add the data to your database
  • View File State: Use this to review the file once it has been completed
  • Toggle Details Pane: This can be access once a file is no longer ‘pending’ and it will bring out an overview pane on the right-hand side of your screen
  • Archive / Delete: If the file has been processed you will see ‘Archive‘. If the file has not yet been processed you will have a ‘Delete‘ option. Archive will move the file out of the main list while Delete will remove it entirely from the system.

Navigation: Toggle Details Pane

The toggle detail pane appears from the right-hand side and gives a brief overview of the file that you have selected. You can access this pane two ways:

  • Clicking on the file status or template status bubbles for the file

  • Clicking Toggle Details Pane from the action dropdown

The toggle pane is divided into the following sections:

File:

  • Last Update – This marks the last time something about the file was changed. Most interactions with the file that causes information about it to change will affect this time.
  • Last Updated By – This is the user who touched something about the file recently. This user is tied to the “Last Update” timestamp.
  • File Type – This is just stating what type the file was identified as.

Details:

  • Rows – This is typically the number of rows in the file excluding the header row. This represents the possible rows that could be processed. If a row was found in error as part of the upload process, they will still be counted here.
    • The “Record” and “Record Errors” counts should total this count.
  • Columns – This is the number of headers found in the file.
  • Records – This is the number of rows that were successfully processed to the database.
  • Record Errors – This is the number of rows that either partially or completely failed to process. This includes any rows that may have been skipped as part of the upload.

Tracking Code & Sample Records:

  • Batch Tracking Code – This area will be filled after the file has processed at least once. This will be used to identify records created or changed by this file. This can be used in Audience Builder to look up which customers were involved with this file. This will include existing customers, if they were found in the file.

For additional steps on using Audience Builder to lookup Data Loader files, see Querying Data Loader in Audience Builder (OnQ)

  • The Sample Record Preview Card offers one record at a glance. Initially, only the first six headers and their values are shown, but clicking the Show All will reveal any others.

Keywords:

You can add various keywords (separated by commas) to the file being loaded. Much like Keywords for saved queries, this will allow you to search for all associated files with the same keywords within Audience Builder (OnQ).

Notes:

An additional feature of this pane is being able to add a Note to the file. This is a purely optional space used to communicate something important or clerical about the file and doesn’t need to be used for every file. Only one note can be stored at time. This means the User can edit an existing one or completely rewrite it. Saving a new note will cause the previous note to no longer exist. The user can tell which file has a Note by looking for a sticky-note image among the file list.

Templates

To save time and promote file consistency, you have the ability to create templates. There are 2 ways you can create a template:

  1. When you upload a new file, you can choose to save the mapping and validation rules as a template for future files
  2. Under the ‘Template’ section you can create a new template from scratch

A template will save and apply the following to future files:

  • Column to database field mapping (including any/all products, demographics, behaviors, etc)
  • Processing & Validation Rules

Creating a Template from an Uploaded File

To save a template based on a file that has been uploaded, first click ‘Edit Template’ from the dropdown to open the full file mappings.

Next, check the ‘Reusable Template’ box in the upper left of the screen.

Once checked, ‘Template Name‘ will appear above. The default is the file name. As a best practice, click the edit icon to change the name to a more template-friendly option and click the green checkmark to apply the change.

Once the file has been saved (even if it has not been processed yet) the new template option will appear in your template list.

Creating a Template from Scratch

Template Home Page

To get started, click ‘Templates’ on the left-hand side under the ‘Upload File’ button.

This will bring you to a new screen that lists out the templates that have been created. At a quick glance, you’ll have the following details:

  • Template Name
  • # of Files Using the Template
  • Last Date Modified
  • Status Drop-down
    • Active
    • Ready to Map
    • Inactive
    • Active w/Errors
    • Inactive w/Errors

The Template Name is also a text-searchable field and the Status drop-down can be used to sort the templates too. Simply type your desired name (or part of a name) and/or select a template status and hit ‘Search’ to apply.

Creating a New Template

If you haven’t created any templates yet, this screen will be blank. To get started, click ‘Create a Template’ in the lower right-hand corner.

First, you’ll have a popup that prompts you to name your new template

Hit ‘Create Template’ again to move to the General Mapping piece of the template

To build out your template you’ll need to select a data source. You can then add as many headers and constants as you would like. (for additional details, see our Adding Headers and Constants sections) Once you’re through with the ‘General Mapping’ page, you can jump to Settings and include those in your template as well.

Once you’re satisfied with your new Template, click ‘Finish’ on the Settings page to create.

Editing, Deactivating, Cloning  or Deleting your Templates

On the Template home page, you have several options available in the drop-down once a template has been created.

Edit Template:

Clicking on this will open the Template and allow you to make changes to the headers, constants, settings etc.

CAUTION: If you edit a template that has been applied to files the edits will impact all non-processed files.

Deactivate Template:

If you no longer need a template, but want to keep it in case you need to apply it down the road you can choose to deactivate it from the Template list. Deactivating a Template will prevent it from appearing in the template drop-down for newly uploaded files. Templates that have been deactivated will receive an ‘Inactive’ status bubble.

Clone Template:

If there are templates that you would like to build on, without having to re-create everything, you can clone an existing template and build on it. This also allows you to add or remove headers, constants, etc.
Delete Template:

If there is a Template that you no longer need you can choose to delete it entirely if there are no files associated to the template. If you attempt to delete a Template that is being applied to files, an error message will appear notifying you that the Template is associated with files and cannot be deleted. In lieu of deleting Templates, you can choose instead to Deactivate them.

 

Last Updated On January 15, 2020
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