When you upload a file of containing contact data into Sentori you will need to provide a mapping between the column headings used in the file, and the field names used by Sentori. In other words you will need to explain what goes where.
You can use whatever headings you like in the spreadsheet to describe the data in the column. However if you use the same name as Sentori then it will make the data upload processes easier.
For example, Sentori uses the field name 'email address' for email address. If you use that then the mapping between the spreadsheet and Sentori is automatic. If you use a column heading such a 'email' then the mapping will not be automatic, and you will have to explain the mapping.
Here are the names of the fields that are already included in new Sentori accounts.
|Sentori Field Name||Description|
|Email Address||The contact's email address|
|Title||eg Dr, Mr, Ms etc|
|First Name||The contact's given name|
|Last Name||The contact's family name|
|Known As||How the contact would like to be addressed|
|Company Name||The name of the company or organisation associated with the contact|
|Phone Number||The contact's land line phone number|
|Mobile Phone Number||The contact's mobile phone number|
|Address 1||The first line of the contact's street address|
|Address 2||The second line of the contact's street address|
|Address 3||The third line of the contact's street address|
|City||The city part of the contact's street address|
|County||The city part of the contact's street address|
|PostCode||The contact's postcode|
|Bad Email Address||Indicates whether the contact's email address is valid and functional or cannot be delivered to|
You can see the names of Sentori fields in your account, including any special fields that you have added, by making a data download using the contact lister.
If Sentori can find a contact in the database with the same email address as that shown in the import file, then that person's data will be updated. Only those fields that you have matched in the mapping process will be changed.
If previously there was data in a field that you have mapped, and the field is empty in the import file, then the existing information will be deleted. The principle is that new data (that being imported) is considered better and more up-to-date than anything currently in the database.
If Sentori cannot find a record with an email address in the file, then a new contact record will be created. Any fields of data not mapped will be defaulted according to the settings in the field specifications. Normally this means that the field takes a null (blank) value.