Mapping File Columns to Attributes

You must map columns in the file with the relationship attributes before the data load.

This task explains how to define a mapping between the file columns and relationship attributes before loading relationships.

When you click CONTINUE after selecting the file, you are prompted to select an existing mapping as follows:

  1. Select an existing mapping as required from the list that appears. You can search for an existing mapping from the list.

    You can filter mappings to refine your search as shown below:

  2. 3. 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 relationship type from the drop-down list.
    There are multiple types of relationships, such as HCP-HCO, HCO-HCP, Individual-Organization and vice versa, Party-Party, and so on.
  5. To set the first line of the file as header, click the First line of the file is a header option.

  6. Click CREATE.

    When you click on a column, the mapping panel appears on the right. You must specify the crosswalks of the start and the end object. In this example, the relationship type is HCP to HCO. The start object entity type is HCP with crosswalk AMA and the end object entity type is HCO with the crosswalk DEA.

    Source table is an additional parameter to ensure the uniqueness of the start object and end object crosswalks. Specify a source table for the start object and end object crosswalks, as required. In this example, Chance.prefix and Gender columns are specified as the source table for the start object and end object crosswalks respectively.

    The attributes that appear on the right panel depend on the relationship type. You must map at least one file column to an attribute. In this example, the Prefix column is mapped to the Title attribute:

    You must add a crosswalk for the relationship similar to adding a crosswalk when loading entities. You can also split and join columns similar to loading entities. For more information on these and the remaining steps, see: Mapping File Columns to Attributes