Creating Member Mappings

In cases where the member names in your import file do not match the member names in Fluence, you will need to create member Maps.

For example, in our Sample Data Import file:

• the accounts may need to be mapped to account members that exist in Fluence, e.g.: 10000 may need to be mapped to a member A10000 in Fluence
• the entity may need to be mapped to entity codes that exist in Fluence, e.g.: USA may need to be mapped to USA100

Sample Data Import File

To access the the Maps editor:

1. Navigate to the Configure
2. Select the Maps
3. Select the Add button in the top right to add a new Map.
4. You are prompted to enter a name for the Map.
5. Click Save.
6. The Map is saved.
7. You will now need to specify the member Mappings for the newly created Map in the Mappings editor.

To access the Mappings editor:

1. Within the Maps tab, double-click on a map to open the Map.
2. The Mappings editor appears. For each member in the data import file that needs to be mapped, you will need to make an entry in the Map. Remember that you can choose to define one Map for members in all dimensions or you can choose to define one Map per dimension that needs to be mapped. For each member that needs to be mapped, perform the following:
   1. Click on the Add icon to add a new mapping.
   2. In the Dimension column, select the Dimension.
   3. In the Mapping Type column, select the appropriate mapping type: Exact, In, Range, Wildcard. Click here for more information on Mapping Types.
   4. In the Source Value column, enter the source member name used in the Data Import file.
   5. In the Mapped Value column, enter the Fluence member name that the source member should be mapped to.

Note: If you already have mappings in an Excel or csv file, you can import your mappings. See section Import Mappings for more information.

3. Click Save.
4. The Mappings are saved.

Once the Staging Table, Data Import Definition and any required Maps are configured, it’s time to create the Workflow process that will incorporate all of these elements into a process that an end-user can execute as one of their assigned Workflow tasks. See Creating a File Import Workflow Process for more information.

Importing Mappings in the Mappings Editor

If you already have mappings in an Excel or csv file format, it may be easier to import your mappings instead of keying them in manually. The file must have the following columns:

• Dimension - specifies the Fluence dimension that the mapped member resides in
• MappingType - use ‘Exact’
• SourceValue - the source member name used in the Data Import file
• MappedValue - the Fluence member name that the source member should be mapped to
• OrderIndex - specifies the order the mappings should be applied in cases where a member has more than one mapping applied to it

Sample Mapping File in Excel format

To import mappings:

1. Click on the Import icon in the upper right corner of the Mappings editor.
2. You will be prompted to select a file. Select the file containing your mappings.
3. Click IMPORT.
4. The Mappings will be imported into the Mappings editor.

Note: Any existing mappings will be overwritten.

Exporting Mappings from the Mappings Editor

If you need to export your mappings to an excel or csv file, you can do so using the Export icon. This might be useful in cases where:

• you want to take a snapshot of the mappings at a point in time
• you may find it easier to update and maintain the mappings in excel

To export mappings:

1. Click on the Export icon in the upper right corner of the Mappings editor.
2. You will be prompted to select a file format: Excel or CSV.
3. Click EXPORT.
4. The Mappings will be exported and placed in your Downloads folder. The name of the file is the name of the Map followed by the appropriate extension xlsx or csv.