TOC: Importing Standard Data | Importing Data into the Metrix Preview Area | About Saved Mappings | Understanding Import Errors

Importing Standard Data

Importing Data into the Metrix Preview Area

When you import data into Metrix, the application initially stores the data in a Preview Area where it can be previewed and checked for errors (manually and automatically) before it is entered into the real working database.

Figure: The Metrix Import Manager for the System Administrator

Figure: The Metrix Import Manager for the Metrix Administrator

Open Metrix with System Administrator or Metrix Administrator privileges. For more information, see About User Roles
By default, sa is one such user.
Click Admin in the Navigation Menu and click Import Manager.
Press Map External Data to Preview Area and select the file that contains the data you want to import.

Figure: Selecting the worksheet to import from an Excel workbook
Select the table or worksheet you want to import and press OK.
You will be prompted to enter your Metrix login.
Enter it and press OK.

Figure: The Import Field Mappings form

The Import Field Mappings form will appear. This form is used to map column names in your import file to Metrix column names.
If the column names in your import file already match Metrix column names (as they will if you followed the procedure in Preparing Data for Import), press Match Column Names. Select "Match All Columns" and press Match Columns. Metrix will automatically map the columns for you.
Note the indicator X of N columns matched so far below the mapping fields. If Metrix has failed to automatically or correctly map any of the column names, use the drop-down lists in the Source column to map them manually.

Figure: Mapping with the Source Drop-down List
If you will later be importing more records from an identically-formatted source, press Save Mappings to save the column mapping you have just created.
Note that, if your source-data column names match the Metrix column names, you will only need to press Match Column Names again.
In the lower portion of the form, view the records that will be imported. Confirm that values are in the correct columns, etc. If there are problems, press Cancel to cancel the import process, and make the necessary changes to your source data.

Figure: Final data check in Mapping form
If no errors are found, press Import to import the data to the preview area.
This process may take some time. If Metrix finds errors in your data, you will have a chance to view an exportable list of records with particular problems. If errors are found, cancel the import, review the error report to see what went wrong, and edit your data with whatever program you initially used to prepare it for import.

Figure: Records in the preview area

The Preview Area will be updated to reflect the number of records of a given type that you have imported. You will also be notified of the unique ID of this import process. You may wish to make a note of this number for future reference, so you can determine when a certain piece of data was imported.
To review the records you just imported, click the link corresponding to the record type. For instance, to see the contacts you just imported, click Contacts.
A form will open showing you the data you imported. Required fields for that record type will highlighted, so you can determine if required data is missing. Any linked records will also be shown in the Preview window.
Press Return to Import Manager when you are finished reviewing these records.
Repeat steps 4-14 for every record type you need to import.
Warning
DO NOT attempt to import custom tables this way. For more information, see Importing Custom Tables into Metrix.
Once all data are imported into the preview area, press Move Data to Metrix.

This will move all records into the working Metrix database and delete them from the preview area. You can now access the imported data via the Metrix application just as you would any other Metrix data. You should now review the data in Metrix to verify that contact locations, Interactions, etc., are properly connected to the appropriate contacts.