Data Mapping for Scheduled CSV Jobs

In this section, you will map data fields between the selected SaaS application’s available integration task fields in FSM Data Ingestion Utility and the column header fields in the input CSV file that was uploaded in Adding a New Scheduled CSV Job. After this task is successfully complete, your organization’s SaaS data is uploaded to Flexera’s SaaS Import Job API by Running a Scheduled CSV Job.

To map data fields for scheduled CSV jobs:

Go to the CSV Jobs page (CSV Jobs > CSV Jobs).

Go to the Jobs Scheduled tab.

Go to the appropriate Job ID table row.

In the Actions column, click Edit. The Edit Job dialog box opens with the prefilled job data saved from Adding a New Scheduled CSV Job.

Click the Data Mapping button, which opens the Data Mapping for Job dialog box. This dialog box also includes a Data Mapping table whose columns are described in the following table.

Column

Description

Application Name (Organization ID)

Displays the name of the selected SaaS application and associated Organization ID. The rows in this column are the fields from the integration task listed in the Task field.

Selected CSV Column

The rows in this column represent the column headings from the upload CSV file listed in the Selected File field of successfully saved CSV jobs or the static value you specified for the empty column heading textbox.

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For date-entry fields, use the date picker to select the specific date and year.

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For Boolean fields, use the dropdown list to select the value True or False.

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For string fields, enter the appropriate static field value in the textbox.

Is Mapped?

Displays True or False as to whether the CSV columns have been mapped to a CSV source attribute.

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True displays for mapped CSV fields.

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False displays for unmapped CSV fields.

Update CSV File To

Displays a dropdown list to make any data mapping adjustments. For CSV columns that have not been mapped to a CSV source attribute, select the empty option from the dropdown list. Then manually specify the static value in the text box for that selected CSV column. Once you are satisfied with the field mapping between the SaaS application’s integration task fields and the input CSV file column fields, click Save.

For the Date Format dropdown list, select the appropriate date format that is represented in your CSV file. FSM Data Ingestion Utility supports the following date formats.

Date Format	Example
yyyy-MM-dd	(2024-02-05) Note:This is the default date format.
dd/MM/yyyy	(05/02/2024)
dd-MM-yyyy	(05-02-2024)
dd-MMM-yyyy	(05-Feb-2024)
dd-Month-yyyy	(05-February-2024)
dd/yyyy/MM	(05/2024/02)
MM/dd/yyyy	(05/02/2024)
MMM/dd/yyyy	(Feb/05/2024)
Month/dd/yyyy	(February/05/2024)
MM/yyyy/dd	(02/2024/05)
yyyy/MM/dd	(2024/02/05)
yyyy/MMM/dd	(2024/Feb/05)
yyyy/Month/dd	(2024/February/05)

Complete the Selected CSV Column and the necessary Updated CSV File To column information. The following table lists the required integration task fields that must be mapped to the Selected CSV Column.

Important:When Name values appear in the Update CSV Column To column, the user’s name is automatically mapped to firstName, middleName, and lastName in FSM Data Ingestion Utility. No manual formatting is necessary. For example, the Name value dennis g abbas would be mapped as:

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firstName is dennis

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middleName is g

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lastName is abbas.

Note:If any of the mandatory fields are not mapped, you will see an error message based on the selected integration task and the missing mandatory fields.

Task	Mandatory Field
Application Roster	Unique ID
	Email
	First Name
	Last Name
Application Usage	Unique ID
Application Usage	Occurred At
Application Discovery	SSO App Name
	SSO App Display Name
	App Instance ID
SSO Application Roster	Unique ID
	Email
	First Name
	Last Name
	App Instance ID
SSO Application Usage	Unique ID
	Occurred At
	App Instance ID
Product Consumption	ID
	Occurred At
	Usage Group

Click OK.

If you need to change the processing folder path for the Selected File, refer to Changing the Data Mapping Processing Folder Path. If not, continue to Previewing a Scheduled CSV Job.

Previewing a Scheduled CSV Job

Before you upload your CSV file into the FSM Data Ingestion Utility, you can preview your SaaS vendor data. This preview workflow ensures correct data mapping and successful data importing. Completing the following steps.

To preview a scheduled CSV job:

Go to the CSV Jobs page (CSV Jobs > CSV Jobs).

Go to the Jobs Scheduled tab.

Go to the appropriate Job ID table row.

In the Actions column, click Preview. The Data Preview dialog box opens.

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If SaaS vendor data is available in the uploaded CSV file, you will see a maximum of 10 records with mapped job data.

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If you wish to make changes to the mapped data, refer to Data Mapping for Scheduled CSV Jobs.

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If the SaaS vendor data is mapped correctly, continue to Running a Scheduled CSV Job.

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If no SaaS vendor data is available in the uploaded CSV file, you will see the following message: There is no data available to preview: [JOB NAME]. If you mapped the SaaS vendor data incorrectly and need to change the CSV job’s data mapping fields, refer to Data Mapping for Scheduled CSV Jobs.