The Mapping window is where you map the data in the source file to the EasyRoyalties field names.
The mapping window shows the available database fields on the left, and then provides two options:
- map a column from the import file (the drop-down will show a list of the columns found in the source file)
- or, enter a fixed value. The fixed value populates all imported records. If you are importing an Amazon sales file and assign a fixed value of “Amazon” to the customer field the customer will be “Amazon” for all sales records.
Any column names in the source file that have the same name as a field in the database will be automatically mapped by default; however if this is not the intended mapping, change by selecting another column, or by blanking out the entry.
Any associations of columns with database fields will be retained, so the next time you import from a similar source file, those columns will already be mapped by default.
If you import from different source files with different layouts, but which you re-use frequently, you can save specific mappings and assign profile names, and then recall them when applicable. You can use a saved profile and still make changes to the mapping for that particular session.
Finally, the “Ignore…” field at the bottom allows you to specify columns from the source file which, if blank, will be ignored by import process. This enables you to import from a wide variety of sources without having to change the source file first (e.g. a report which has relevant information to be imported, but which also has sub-total and total lines, can be imported without having to remove the total lines first, so long as they can be identified by a particular column that is blank for those lines).