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1.
In the Menus, click on File, then Save As.
2. Browse to the location where the data mapping configuration should be saved and type a
name, then click Save.
Data Mapping Workflow
A data mapping workflow is a series of steps used to process and extract the appropriate data
from the Source Record and store it into the Record (see Data Model). With the data model, it is
what makes a data mapping configuration (See Data Mapping Configuration).
A data mapping workflow always starts with the Preprocessor step and ends with the
Postprocessor step. It can contain as many steps as needed for extracting the required data.
When working with a data mapping workflow, you need to consider the following:
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Promotional versus transactional data: Depending on the type of data, whether it is
promotional or transactional, you will use a different extraction workflow. See About
Promotional and Transactional Data for more information.
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Steps: To extract data from the data sample, you use different steps that make up the
extraction process. See Steps for more information.
About Promotional and Transactional Data
Promotional Data is traditionally defined as the unique fields found in each record. For
instance, a postal address, a date, or customer number could all be elements of promotional
data found in each record.
Transactional data is usually defined as promotional data plus a varying number of fields that
represent the elements of a transaction. While the structure is identical for each record, the
number of repeated elements varies from one record to the next. For instance, lines of items on
an invoice or monthly usage of electricity would be part of the transactional data.
Data Extraction
The following example explains in details how to perform a data extraction for each different
data source file types and the Steps that you can use to reach that goal. Delimiters and
Boundaries must be properly configured beforehand (see Configuring Settings for more
information).
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