This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
contact-file-column-matching [2014/12/20 11:41] 127.0.0.1 external edit |
contact-file-column-matching [2017/07/26 08:24] (current) |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== Column Matching Contact Fields ====== | + | ====== Column matching contact fields ====== |
| 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. | 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. | ||
| - | These instructions apply whatever type of file you are uploading, but for the purpose of explanation let's assume that you are uploading a spreadsheet. | + | {{vimeo>117891494?750x423}} |
| - | ===== 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. | ||
| + | |||
| + | ===== 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. | ||
| Line 18: | Line 20: | ||
| |First Name|The contact's given name| | |First Name|The contact's given name| | ||
| |Last Name|The contact's family name| | |Last Name|The contact's family name| | ||
| - | |Known As|WHat you would| | + | |Known As|How the contact would like to be addressed| |
| |Company Name|The name of the company or organisation associated with the contact| | |Company Name|The name of the company or organisation associated with the contact| | ||
| |Phone Number|The contact's land line phone number| | |Phone Number|The contact's land line phone number| | ||
| Line 28: | Line 30: | ||
| |County|The city part of the contact's street address| | |County|The city part of the contact's street address| | ||
| |PostCode|The contact's postcode| | |PostCode|The contact's postcode| | ||
| - | |Bad Email Address|Use TRUE or FALSE to set the status of the contact's email address status| | + | |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|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]]. | ||
| - | |||
| - | |||
| - | ===== Manual Column Mapping ===== | ||
| - | |||
| - | 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. | ||
| - | |||
| - | {{::contactuploadmapping1.png|}} | ||
| - | |||
| - | 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. | ||
| - | |||
| - | 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 ===== | ||
| Line 51: | Line 42: | ||
| 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. | 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. | ||
| - | ===== Related topics ===== | + | ===== Next step ===== |
| - | [[adding-contacts|Adding Contacts]] | + | [[contact-file-destination-options|Segmentation]] |