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Using Templates to Map Fields for Import

When you are importing experimental data into CDD Vault you will find that field-mapping templates are invaluable for two reasons.  First, since mapping the headers of your data file to readout definitions in the protocol is the most time-consuming part of the load, eliminating that step will greatly speed the process.  Second, using a saved template will guarantee there is no human error or inconsistency in mapping from one run to the next.

 If you prefer a video tutorial, please have a look at this short YouTube clip:

After manually mapping data file headers to readout definitions once, for the very first time, you will be given the chance to save a mapping template for future use.  If you need help mapping data into your Vault, take a look at our article on Importing Screening Data

The process to follow is (1) map your columns of data, (2) click "Save this mapping as a template", (3) name your new template, and (4) click Save Mapping Template.

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Later, when you upload another data file with the same set of column headers, CDD Vault will offer you the mapping template and if selected, map the columns into your Vault in preparation for processing the import.

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Clicking on a template from the list will apply the mappings of the template to your load.  Don't worry, you can still make changes to the mappings after the template is applied.  If you want to save changes to the template just re-save the mapping as a template (as in the first screenshot above), use the same name for the mapping template, and the existing template will be updated.  

To view and manage existing mapping templates, go to the Import Data tab and click on Templates.  In the template management page you can view the mappings, download a csv file with headers that will fit that template or delete the template altogether. (Helpful hint: this downloaded file can be given to users who can then easily populate the data in the format that matches the mapping template.)

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