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contact-file-column-matching [2015/01/27 09:08] ian |
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| - | ===== Making life easier ===== | + | ===== Column headings ===== |
| 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. | 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. | 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. | ||
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| + | ===== Default Sentori database fields ===== | ||
| Here are the names of the fields that are already included in new Sentori accounts. | Here are the names of the fields that are already included in new Sentori accounts. | ||
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| 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|contact lister]]. | 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|contact lister]]. | ||
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| - | ===== Manual Column Mapping ===== | ||
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| - | This is what the mapping screen looks like. In the example a spreadsheet has been uploaded with 3 columns of data - Given Name, Family Name and Email Address. | ||
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| - | {{::contactuploadmapping1.png|}} | ||
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| - | The column labeled Email Address has auto matched, the other two columns have not. In order to complete the mapping the fields First Name and Last Name need to be selected from the drop down options on the right. | ||
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| - | Note that Sentori has also identified a bad email address, and given the opportunity to see (and possibly correct) the invalid data. If the data can be corrected it needs to be done in the original spreadsheet, and the file reloaded. | ||
| ===== How data is imported or updated ===== | ===== How data is imported or updated ===== | ||
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| ===== Related topics ===== | ===== Related topics ===== | ||
| - | [[adding-contacts|Adding Contacts]] | + | [[contact-file-destination-options|Next step - Segmentation]] |