Mapping File Columns to Attributes

You must map columns in the file with the attributes of the Reltio data model before the data load.

This task explains how to define a mapping between file columns and entity attributes before loading entities. When you click CONTINUE after selecting the file, you are prompted to select an existing mapping or create a new one as follows:
  1. Select an existing mapping if required. You can search for an existing mapping from the list.
    Note: Abstract entity types are not available for mapping.
    You can sort existing mappings in the ascending or descending order based on:
    • The user who created the mapping
    • The date on which the mapping was created
    The following image shows that the mappings are sorted based on the descending order of the Created date:

    The following image shows that the mappings are sorted based on the ascending order of Created by:

    You can also filter mappings to refine your search as shown below.

    If you select an existing mapping, the CSV columns are mapped to entity attributes based on how the mapping is defined. You can choose to create a new mapping as shown in subsequent steps:

  2. To create a new mapping, click CREATE NEW MAPPING in the Select mapping window. The Create new mapping dialog appears:

  3. Enter a name for the mapping.
  4. Select the entity type from the drop-down list.
  5. To set the first line of the file as header, click the First line of the file is a header option.

  6. To map file columns to entity attributes, click on a column header that you want to map and select the required attribute from the panel that appears on the right as shown below. For information on mapping reference attributes, see Mapping File Columns to Reference Attributes.

  7. Click on the highlighted icon shown above that allows you to filter attributes as follows:

    You can choose to view all attributes, non-hidden attributes, or required attributes. The above image shows all the non-hidden attributes which is the default. The following image shows all attributes:

    The hidden attributes have the eye symbol against them. The following image shows that the name, mi, and gender columns are mapped to First Name, Middle Name, and Gender attributes respectively:

    You can unmap attributes by clicking on the cross icon alongside the mapped attribute on top of a column as highlighted in the image above. The name column is mapped to the First Name attribute in the image above. The following image shows that the First Name attribute is unmapped when you click the cross icon:

    You can add a default value to any attribute (simple or nested) without mapping the attribute to any column of the input file.

  8. Click on the gear icon next to the relevant attribute as highlighted below:

  9. Enter the value that you want as the default value.

    In the example above, the default value for the DomainType attribute is set to reltio.com.

    If some values are missing in one of the mapped columns from the input file, for the missing values, you can set default values or remove values from the tenant during partial override by selecting the Empty option.

  10. Click on the gear icon next to the relevant attribute as highlighted below:

  11. Enter a default value or select the Empty option for the missing values.

  12. Optionally, split columns if required to ensure proper mapping. Click on More Options on the column that you want to split and select Split Column as shown below:

    The Split column dialog box appears:

  13. Select the separator from the drop-down list. In this example, the space separator is used.
    The Preview shows the split values.
  14. Click APPLY.
    The name column is split into two columns to split first name and last name using the separator as follows:

  15. Optionally, join columns if required to ensure proper mapping. Click on More Options on the column that you want to join and select Join Column as shown below:

    The Join column dialog box appears:

  16. Select the separator from the drop-down list. In this example, the space separator is used.
    The Preview shows the joined values.
  17. Click APPLY.
    A new column called Prefix 1 is created that shows the joined values of the prefix and name columns:

    A crosswalk is required to uniquely identify the records in the input file. If you do not provide a crosswalk, Reltio provides a default crosswalk.

  18. Click on the required column and click Crosswalks on the right panel.

  19. Click ADD.

    A crosswalk called Crosswalk 1 appears.

  20. Expand Crosswalk 1.

  21. Specify the required values. You must provide values for the Type and Value fields. The following image shows that the phone column is used as the crosswalk.

  22. Click Advanced Settings.

    From the Data provider and Contributor provider, only one option can be enabled. In this example, the Contributor provider is enabled.

    You can filter the columns to be displayed. For example, you can choose to view only mapped columns.

  23. Click on the highlighted button as follows:

  24. Select the relevant option:

    The following image shows only mapped columns:

  25. Click SAVE to save the mapping.
  26. Click CONTINUE.