Analyzing Your Marketing List for Upload

The first step in defining your list mapping template is to analyze the structure and values used in the marketing list file you acquired and want to import into Personify360.

Compare this against the MKT_Prospect table structure in Personify360 to determine which mapping functions you need to create. Doing this ahead of time can save future heartache over lost data and time needed to create your template.

The mapping should have a name field (e.g., First Name, Last Name, Company Name, etc.), address 1 (if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "[space]", address status code (if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "BAD"), address type code (if this field is not included in your mapping file, assign a Field Order of "0" and a Fixed Value of "BLANK") at minimum to create the mapping and the same values should exist in the upload list.

The following columns are available in the MKT_Prospect table:

· ADDRESS_1

· ADDRESS_2

· ADDRESS_3

· ADDRESS_4

· ADDRESS_STATUS_CHANGE_DATE

· ADDRESS_STATUS_CODE

· ADDRESS_TYPE_CODE

· ALLOW_SOLICITATION_FLAG

· ATTENTION_LINE

· CITY

· COMMENTS

· COMPANY_MAST_CUST

· COMPANY_NAME

· COMPANY_SUB_CUST

· CONGRESSIONAL_DISTRICT

· COUNTRY_CODE

· COUNTRY_DESCR

· COUNTY

· CUSTOMER_CLASS_CODE

· CUSTOMER_STATUS_CODE

· DPV_CMRA_CODE

· DPV_FOOTNOTE_CODE

· DPV_STATUS_CODE

· EMAIL

· FAX

· FIPS_COUNTY_NUMBER

· FIRST_NAME

· FORMATTED_ADDRESS

· FORMATTED_DETAIL

· HOME_PHONE

· JOB_FUNCTION_CODE

· JOB_TITLE

· LABEL_NAME

· LAST_NAME

· LIST_CODE

· MAIL_STOP

· MIDDLE_NAME

· NAME_CREDENTIALS

· NAME_PREFIX

· NAME_SUFFIX

· OFFICE_PHONE

· ORIGINAL_SOURCE_CODE

· PERSONAL_LINE

· POSTAL_CARRIER_ROUTE

· POSTAL_CODE

· POSTAL_DELIVERY_POINT

· POSTAL_ERROR_CODE

· POSTAL_OVERRIDE_CODE

· PROSPECT_ID

· RDI

· RECORD_TYPE

· REVENUE

· REVENUE_RANGE_CODE

· SEARCH_NAME

· SOLICITATION_REMOVAL_DATE

· SSN

· STAFF_RANGE_CODE

· STAFF_SIZE

· STATE

· US_LOT_CODE

· US_LOT_HEX

· US_LOT_SEQUENCE

For detailed information about each column, please see the Data Dictionary.