Mapping Fields

When uploading a .txt file from the FTP site (refer to the Professional Authoring documentation for further details on FTP), or when creating rules with Source Type set to Survey Database and Target Type set to Panel Database, the Map Fields button becomes available - . This functionality allows you to map fields that have different names in the source and target.

Note: When creating rules to upload .txt files from the FTP site, if the file exists on the FTP site when the rule is created then the Map Fields button will be available. If the file does not yet exist on the FTP site then the button will not be available.

Figure 1 - The Target tab with the Map Fields button

1. Click Map Fields to open the Field Mapping page - .



Figure 2 - Example of a field mapping page

The Source Fields column lists all the fields available in the source project, and those available in the target.

2. Select the two fields (one field in each list) that you wish to map, then click Map Fields.

The two fields are mapped, and the field names from the source are added to the Mapped To column in the Target Fields list - . You can map as many pairs of fields as you wish, performing one mapping at a time. The figure below shows two mappings; email - name and ResponseId to responseid.

Figure 3 - Two fields from the source are mapped to fields in the target

• Key Fields - the key field is used as a unique identifier to indicate which records are to be updated and which are to be appended. The default key fields are the source Project Id and the original ResponseId from the source. These will be stored as system fields in the target database and will be used the next time you run the same source/target combination. You can change the key fields if required. To do this, select a field in the Target Fields list and click Toggle Key Fields. A small key icon is displayed in the Key Field column alongside the selected field name, and the field name is also displayed in the Key Fields row towards the top of the page - . Note that only fields that are indexed can be used as key fields.

Figure 4 - Toggling the key fields

• Automap Fields - You can perform an automatic mapping sequence. This maps all pairs of fields that have matching names in the source and the target. To run this, click the Automap Fields button. Note that the type of the fields is ignored during Automapping.