Audience: ClassLink Administrator
You can "merge" a secondary source with a primary CSV source. In other words, you can pull data from a secondary source to be included in the primary source's import. Secondary sources can include CSV or ODBC sources, but the process will differ for each type.
Merged CSV Sources
To setup a merge:
1. Create or edit a CSV source, then navigate to the mappings tab.
2. Click "+ Merge with Additional Source" to open the Merge Configuration slideover. In Source Details, switch the toggle to "Merge to CSVs", then select CSV for Source Type and a Source File.
3. In the next tab, Source Fields, select a key field in the primary source to a key field in the secondary source. This key will be used to identify key identical users between both sources.
4. Select all the fields and data that you want to pull from the secondary source by clicking the checkbox next to the desired fields.
Import Custom Object Fields from ODBC
To import multidimensional data from ODBC:
1. Create an ODBC Connection in OS Settings.
2. Create a Custom Object in Custom Fields. To read more about creating Custom Objects, click here.
3. Create or edit a CSV source, then navigate to the mappings tab.
4. Click "+ Merge with Additional Source" to open the Merge Configuration slideover. In Source Details, switch the toggle to "Import Custom Object Fields from ODBC", select ODBC for Source Type and an ODBC connection. Below, enter a Query to select the desired data from your database.
5. Below the query, enter a "Source Object Name". This will be used in the next tab, Source Fields, to identify your object keys, or database fields, to be imported.
6. Also below the query, select the custom "OneSync Object" field that you created in step 2. custom object that you created for "OneSync Object".
6. In the next tab, Source Fields, select a key field in the primary CSV source to link to a key field in the secondary OBDC source. These keys will be used to identify identical users between both sources.
7. Map the Source Object keys to the OneSync object keys.
8. Save your source. You are now ready to import your multidimensional data into OneSync. The object keys can be used like any other fields in OneSync for destination mappings and events.
Updated: May 2019