Confused as to why this import is not mapping automatically

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dylancolliflower
dylancolliflower Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Occasional Contributor
in Extensibility

I am trying to build a process where end users can upload values into an input module. Ideally they can export out the template from Anaplan and then update the values and then import the updated csv into the Module. However when I am trying to create the import action the automatic mapping for the field Sales Plan Region is not functioning as I would expect. Picture included. Any ideas why this field would not map automatically? 

 

 

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  • dylancolliflower
    dylancolliflower Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    This process is because there are numerous rows that would need to be manually updated in Anaplan. This is a stop gap until we get better source data. 

  • dylancolliflower
    dylancolliflower Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    I checked and trimmed the sales plan item field in excel and it still does not map when I do it manually or in the process. It is a numbered list but not sure where in the import wizard I can choose to map by code. I don't see that as an option anywhere in this dialogue. 

  • dylancolliflower
    dylancolliflower Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Thanks @JaredDolich Jared! Had to modify my initial export template to pull code instead of display name so that the eventual import would be able to map on the numbered list. 

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