This module is relevant for those using the data upload method. Those using the direct data entry method should take a look at Module 2.
Uploading a data file
This video takes you through how to upload your spreadsheet into the ROOT.
Column mapping - Part 1 - Starting to map your data
This video shows you how to confirm the headings in your dataset and begin the mapping process.
Help on identifying the type of file you are uploading to the ROOT is available here
Column mapping - Part 2 - Green and grey columns
This video shows you how to confirm the mapping for columns where the data has been recognised by ROOT, or where data can be ignored.
Column mapping - Part 3 - Mapping the purple and orange columns
This video shows you how to verify the descriptions of columns that have been automatically mapped by ROOT.
Column mapping - Part 4 - Matching the cell value
This video shows you how to match the cells that are still outstanding, to the appropriate data.
Column mapping - Part 5a - Creating new user defined fields
This shows you how map new data from your spreadsheet that is not core to ROOT, but is specifically from your service (user defined fields).
Column mapping - Part 5b - Previously created user defined fields
This shows you how to map values to user defined fields that you have previously created.
Column mapping - Part 6 - Import preview
This shows you how to use the summary sheet to verify the mapping that you have done, check for any errors and do the final import.