1.4

Using a Wizard
The Data Mapping Wizard simplifies extracting records. When using a Data Mapping Wizard,
all the fields are automatically extracted inside the record. The Data Mapping Wizard also pre-
configure the settings and boundaries of the data source using common values.
For A CSV File
To create a Data Mapping from a CSV file using the wizard, use the following steps:
From the Welcome screen
1.
Open the PlanetPress Connect Welcome page by clicking the icon at the top right or
select the Help menu and then Welcome.
2.
Click Create a New Configuration.
3.
From the Using a wizard section, select CSV.
4.
Click the Browse button and open the CSV file you want to work with.
l
Take a look at the Preview box content to ensure that the file is the right one and the
encoding correctly reads the data.
l
Click Next.
5.
From the Select a CSV Configuration dialog, choose the proper settings:
Note
These settings are generally detected automatically.
l
Encoding: Choose the correct encoding to read the file.
l
Separator: Defines what character separates each fields in the file.
l
Comment Delimiter: Defines what character starts a comment line.
l
Text Delimiter: Defines what character surrounds text fields in the file, preventing
the Field Delimiter from being interpreted within those text delimiters.
l
Ignore unparseable lines: Ignores any line that does not correspond to the settings
above.
l
First row contains field names: Uses the first line of the CSV as headers, which
automatically names all extracted fields.
6.
Verify that the data is read properly and click Finish.
Page 46