UBIQUITY ENGAGEIMPORTING CONTACTSImporting contacts■ Import as often as you like■ Import from XLS, CSV or Survey■ Perform Update Imports to Update contacts already in your Database■ Perform Append Imports to Append any new contacts to your Database Upload your file■ Perform Update/Append to Update existing contacts and add any new ones■ Import via API (for developers)
UBIQUITY ENGAGEIMPORTING CONTACTSImporting contacts■ Check whether First Row in your file has field names■ Formatting Options change depending on Import file; Excel, CSV or Engage Survey Check your file
UBIQUITY ENGAGEIMPORTING CONTACTSField Mapping■ Map fields if you are importing into an existing Database■ Map fields from your Import File to your Engage Database Mapping Fields
UBIQUITY ENGAGEIMPORTING CONTACTSDatabase Design■ Choose Types and options for any new Engage fields■ Re-ordering will change the order in any downloads you do later from Engage Designing the Database
UBIQUITY ENGAGEIMPORTING CONTACTSUnique Fields■ Set the Field(s) in your Database which will be the unique key■ If you primarily do Email Marketing then setting this to Email will ensure you have no duplicate Email Addresses in your Database■ You can’t have a Contact in your Database with no value(s) in the Unique Fields Designing the Database
UBIQUITY ENGAGEIMPORTING CONTACTSImport Type■ If you are doing an Update then choose field(s) to let Engage know how to match from your Import File to the Engage Database Selecting an Import Type
UBIQUITY ENGAGEIMPORTING CONTACTSImport Complete■ Download any errors, fix the problems and re-import Import Complete
UBIQUITY ENGAGEIMPORTING CONTACTSCommon Import Problems■ Trying to import a value into a Database field with the wrong type e.g. Wrong Data Type A number field cannot store a number that has spaces in it
UBIQUITY ENGAGEIMPORTING CONTACTSCommon Import Problems■ Not having the Unique Key field(s) in Missing Unique Fields from the Import File the Import File■ Not having fields that are mandatory in the Engage Database included in the Import File■ Attempt to change Unique Fields and Mandatory Fields during the Import that can’t be done because the data already in the Database can’t comply e.g. e.g. Setting Name as Unique if you have duplicate Names already in your Database
FOR MORE INFORMATIONCONTACT US NOWN AT H A L I E M O R R I S Phone: 09-303 9374 Email: firstname.lastname@example.org Web: www.ubiquity.co.nz
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