1 / 11

Purpose

Purpose. Why import external data? I ncrease the use of InterAction and its perception in any firm Valuable information for targeting specific companies based on number of employees, annual revenue, etc. SIC Codes allow for in-depth sector analysis. Assist in business development activities

thad
Download Presentation

Purpose

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Purpose • Why import external data? • Increase the use of InterAction and its perception in any firm • Valuable information for targeting specific companies based on number of employees, annual revenue, etc. • SIC Codes allow for in-depth sector analysis. • Assist in business development activities • Data checking/adding to existing contact data • Allow you to look for companies out of business • Allow you to look at companies that are declining -good for a business recovery team.

  2. Exporting the Data Create a report that will export the companies and their Contact IDs into a CSV file.

  3. IA Data Export

  4. Data Matching Exercise

  5. Linking the Databases

  6. Linking the Databases

  7. Linking the Databases Create a working list. Using Advanced Import, import the contact IDs of all contacts with a match. Import the Internal ID against these contacts. Also import any other fields you may want to add against the contact e.g. Registered Number

  8. Linking the Databases The additional information field is completed with the Internal ID. The systems are now LINKED.

  9. Data Delivery

  10. Application Collaboration Data Import

  11. Automating the Process With some additional SQL code, the data delivery could be automated and the data could be imported into the tables in Application Collaboration automatically. You then schedule the AC harvest and the data finds its way into InterAction. Application Collaboration

More Related