Scheduler

The scheduler lets you schedule regular contact data on a daily, weekly, monthly basis. You can import contacts to the main database or you can import it to an existing or new Contact List. If required, you can also schedule reports for syncing over secure FTP. You can also come here to check the status of an import, to view the schedule, check for errors and make sure updates are being carried out and edit/ delete if required.

Import settings definitions:

Import without a Contact List: This is importing as a record to the system database (not associated to list.)

Import to an existing Contact List: Select from the Contact Lists in the drop-down menu

Import to a new Contact List: Create a name for the new list and all Contacts will import under this new name.

Identifier Field: Select from the drop-down menu the field you would like to use as the main identifier between the two data lists.

Delimiter: How you would like the data formatted.

Date Format: Specify the preferred date order.

Insert new contacts: This is a setting to let the system know if this is new contact to either insert it in the list or ignore

Update existing contacts: Tick this box if you want the system to automatically update the existing contacts with any new data from the new source.

Reject duplicates: Tick this box if you don’t want to import any duplicated contacts that may appear in the source file.

Skip empty field in the file: Tick this box if you don’t want to import any empty fields from the source file.

Update Subscribe Status: Select if you would like to automatically subscribe or unsubscribe all contacts you are importing. No change will keep the default settings.

How to import contacts

1. Go to Contacts in the top menu
2. Click Scheduler in the left menu
3. Click Import Contacts
4. Click ‘Create Import schedule’ button
   
   
   
   
5. Complete the settings on the Details tab
6. Import Settings: Select from the three radio button options of either;
   • Import without a Contact List
   • Import to an existing Contact List or
   • Import to a new Contact List.
     
     
     
     
7. FTP Details tab: If you want to import the contacts to a secure FTP file then you will need to complete the details on this tab. If you are just scheduling a standard import then leave blank and continue to the next tab.
   
   
   
   
8. Notifications tab: If you want to notify your customers regarding the success and failure of import contacts, you can configure this page with the required details.
   
   
9. Confirm import schedule: confirm the settings you have provided in earlier tabs and make the status ‘Active’
   
   
   
   
10. Click on the ‘Save’ button to save it. Now, you are ready with your import contact schedule.

How to import custom schedule

• Go to Contacts in the top menu
• Click Scheduler in the left menu
• Click Import Custom Interaction.
• Click on the ‘Create CI Schedule’ button.
  
  
  
  
• Complete the settings on the Details tab
• Import Settings: Select from the source as ‘SFTP or Google Analytic report’. Based on the source selected enter the required details. For SFTP, test the connection before moving to the next tab.
  
  
  
  
• Notifications tab: If you want to notify your customers regarding the success and failure of import contacts, you can configure this page with the required details.
  
  
• Click on the ‘Save’ button to save it. Now, you are ready with your import custom interaction schedule.

How to Export Contacts

• Go to Contacts in the top menu
• Click Scheduler in the left menu
• Click Export Contacts
• Click ‘Create Export schedule’ button
  
  
  
  
• Complete the settings on the Details tab
  
  
  
  
• Export Settings:
  First, set the delimiter from the dropdown box.
  Select the subscription list (when required, not mandatory).
  Next, select the condition and criteria and save them. Move to the next tab.
  
  
  
  
• FTP Details tab: Enter the server details, username, password, Folder location and other details. Test the connection (using the ‘Test Connection’ button) before saving.
  
  
• Notifications tab: If you want to notify your customers regarding the success and failure of export contact, you can configure this page with the required details.
  
  
  
  
• Confirm Export schedule: Confirm the settings you have provided in earlier tabs and make the status ‘Active’
  
  
  
  
• Click on the ‘Save’ button to save it.
  Now, you are ready with your Export contact schedule.
  
  

How to get your import status

• Go to Contacts in the top menu
• Click Scheduler in the left menu
• Click Import Status
  
  
  
  

  Here you will get your Import status details.