Changes for page DExTr Import Files

Last modified by Admin User on 2024/12/27 09:51
From version 4.1
edited by Admin
on 2022/09/19 12:40
Change comment: There is no comment for this version
To version 5.1
edited by Admin
on 2022/09/19 14:01
Change comment: There is no comment for this version

Summary

Details

Page properties
Parent
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1 +How-To Info:
Content
... ... @@ -714,7 +714,7 @@
714 714  
715 715  Again, when you import Transaction Data, it is important to import whatever customer or account ID your remote system has for the user so transactions can be mapped appropriately.
716 716  
717 -When syncing ONEcount with a remote system like a fulfillment database or e-commerce system on a regular basis, say every day or every week, it is best to import and export both the remote system ID, and the ONEcount ID, or OCID. This will ensure new customers added by either system are handled appropriately.
717 +When syncing ONEcount with a remote system like a fulfillment database or e-commerce system on a regular basis (See FULFILLEMENT SAMPLE below), it is best to import and export both the remote system ID, and the ONEcount ID, or OCID. This will ensure new customers added by either system are handled appropriately.
718 718  
719 719  This will create the following work-flow:
720 720  
... ... @@ -751,8 +751,6 @@
751 751  User exists in both systems, update record with incoming data
752 752  )))
753 753  
754 -\\
755 -
756 756  === Transaction Data Sample: ===
757 757  
758 758  (% class="wrapped" %)
... ... @@ -864,8 +864,197 @@
864 864  
865 865  Status Code: This for subscriber status changes (Current Subscriber, Expired, Pended Add, etc.)
866 866  
865 +=== Fulfillment Sample: Advantage/Omeda/PCS/CDS ===
866 +
867 +|(((
868 +**PUBCDE**
869 +)))|(((
870 +**CUSTNUMB**
871 +)))|(% colspan="1" %)(% colspan="1" %)
872 +(((
873 +OCID
874 +)))|(((
875 +**CRCSTS**
876 +)))|(((
877 +**FIRST**
878 +)))|(((
879 +**LAST**
880 +)))|(((
881 +**COMPANY**
882 +)))|(((
883 +**ADD1**
884 +)))|(((
885 +**ADD2**
886 +)))|(((
887 +**CITY**
888 +)))|(((
889 +**ZIPCDE**
890 +)))|(((
891 +**STATE**
892 +)))|(((
893 +**ADRCDE**
894 +)))|(((
895 +**KEYCDE**
896 +)))|(((
897 +**QUALSRC**
898 +)))|(((
899 +**EMAIL**
900 +)))|(((
901 +**CTMDTE**
902 +)))|(((
903 +**FINDTE**
904 +)))|(((
905 +**PHONE**
906 +)))|(((
907 +**LISTIND**
908 +)))|(((
909 +**County**
910 +)))|(((
911 +**COUNTRY**
912 +)))
913 +|(((
914 +**AAI**
915 +)))|(((
916 +404304
917 +)))|(% colspan="1" %)(% colspan="1" %)
918 +(((
919 +33675
920 +)))|(((
921 +E
922 +)))|(((
923 +FRED
924 +)))|(((
925 +SMITH
926 +)))|(((
867 867  \\
928 +)))|(((
929 +57 CHURCH ST
930 +)))|(((
931 +\\
932 +)))|(((
933 +ROXBURY
934 +)))|(((
935 +67831704
936 +)))|(((
937 +CT
938 +)))|(((
939 +M
940 +)))|(((
941 +TREN68B
942 +)))|(((
943 +5F
944 +)))|(((
945 +\\
946 +)))|(((
947 +20161205
948 +)))|(((
949 +20190101
950 +)))|(((
951 +8005551234
952 +)))|(((
953 +NONACTIVE
954 +)))|(((
955 +LITCHFIELD
956 +)))|(((
957 +USA
958 +)))
959 +|(((
960 +**AIB**
961 +)))|(((
962 +445771
963 +)))|(% colspan="1" %)(% colspan="1" %)
964 +(((
965 +\\
966 +)))|(((
967 +Q
968 +)))|(((
969 +JOSEPH
970 +)))|(((
971 +JONES
972 +)))|(((
973 +JONES & CO
974 +)))|(((
975 +7632 WILDCAT PIKE
976 +)))|(((
977 +\\
978 +)))|(((
979 +NEW BLOOMINGTON
980 +)))|(((
981 +433419532
982 +)))|(((
983 +OH
984 +)))|(((
985 +M
986 +)))|(((
987 +E3CC1220
988 +)))|(((
989 +5F
990 +)))|(((
991 +[[__JMBUCKOHIO@AOL.COM__>>mailto:JMBUCKOHIO@AOL.COM||shape="rect"]]
992 +)))|(((
993 +20201201
994 +)))|(((
995 +20231201
996 +)))|(((
997 +9546783214
998 +)))|(((
999 +QUAL
1000 +)))|(((
1001 +MARION
1002 +)))|(((
1003 +USA
1004 +)))
1005 +|(((
1006 +**AXW**
1007 +)))|(((
1008 +\\
1009 +)))|(% colspan="1" %)(% colspan="1" %)
1010 +(((
1011 +3324
1012 +)))|(((
1013 +G
1014 +)))|(((
1015 +MARK
1016 +)))|(((
1017 +ROBERTS
1018 +)))|(((
1019 +TRF Inc.
1020 +)))|(((
1021 +5201 WOODWARD AVE
1022 +)))|(((
1023 +\\
1024 +)))|(((
1025 +DETROIT
1026 +)))|(((
1027 +482024093
1028 +)))|(((
1029 +MI
1030 +)))|(((
1031 +M
1032 +)))|(((
1033 +RRT6GT
1034 +)))|(((
1035 +1A
1036 +)))|(((
1037 +\\
1038 +)))|(((
1039 +20201207
1040 +)))|(((
1041 +20210401
1042 +)))|(((
1043 +\\
1044 +)))|(((
1045 +PAID
1046 +)))|(((
1047 +WAYNE
1048 +)))|(((
1049 +USA
1050 +)))
868 868  
1052 +**PUBCODE maps to Package TERM**
1053 +
1054 +\\
1055 +
869 869  === Engagement Data ===
870 870  
871 871  Engagement Data covers a broad range of activities, including banner views and clicks, e-mail opens and clicks, webinar attendance, video plays, etc. The key metric for ALL of these engagement data types is: the user who did it, the date/time of the engagement, and the engagement activity itself (open, click, view, etc.) Other data can be added to these records as well, including the name of the advertiser or banner campaign, the subject of the e-mail campaign, etc.  This data is important to each engagement and can be imported into ONEcount using DExTR.
... ... @@ -1137,8 +1137,9 @@
1137 1137  
1138 1138  \\
1139 1139  
1140 -=== LiveIntent Data Sample: ===
1327 +==== LiveIntent Data Sample: ====
1141 1141  
1329 +(% class="wrapped" %)
1142 1142  |(((
1143 1143  **Liveintentuserid**
1144 1144  )))|(((
... ... @@ -1686,3 +1686,477 @@
1686 1686  )))
1687 1687  
1688 1688  **VisitContactID is a GUID assigned by the Customer's Internal Data Warehouse**
1877 +
1878 +\\
1879 +
1880 +==== **Swapcard (Webinar/Virtual Event Platform)** ====
1881 +
1882 +|(((
1883 +**Title**
1884 +)))|(((
1885 +**Start date**
1886 +)))|(((
1887 +**Format**
1888 +)))|(((
1889 +**Topics**
1890 +)))|(((
1891 +**Group**
1892 +)))|(((
1893 +**Email**
1894 +)))|(((
1895 +**First**
1896 +)))|(((
1897 +**Last**
1898 +)))|(((
1899 +**Title**
1900 +)))|(((
1901 +**Company**
1902 +)))
1903 +|(((
1904 +**Is COVID-19 FOR REAL?
1905 +**
1906 +)))|(((
1907 +2-11-21 12:55 PM
1908 +)))|(((
1909 +PRE_RECORDED
1910 +)))|(((
1911 +Other, Human Health, Policy, Business
1912 +)))|(((
1913 +Premium Members
1914 +)))|(((
1915 +[[__ryan@2XXX.com__>>mailto:ryan@22creativegroup.com||shape="rect"]]
1916 +)))|(((
1917 +Ryan
1918 +)))|(((
1919 +Brown
1920 +)))|(((
1921 +\\
1922 +)))|(((
1923 +2XXX Group
1924 +)))
1925 +|(((
1926 +**BREAKING NEWS SESSION: Extreme 
1927 +**
1928 +)))|(((
1929 +2-17-21 1:15 PM
1930 +)))|(((
1931 +PRE_RECORDED
1932 +)))|(((
1933 +\\
1934 +)))|(((
1935 +Premium Members
1936 +)))|(((
1937 +[[__ryan@2XXX.com__>>mailto:ryan@22creativegroup.com||shape="rect"]]
1938 +)))|(((
1939 +Ryan
1940 +)))|(((
1941 +Brown
1942 +)))|(((
1943 +\\
1944 +)))|(((
1945 +2XXX Group
1946 +)))
1947 +
1948 +\\
1949 +
1950 +==== **Trade Show Registration Data** ====
1951 +
1952 +|(((
1953 +**Event Series**
1954 +)))|(((
1955 +**Event Edition**
1956 +)))|(((
1957 +**Source System**
1958 +)))|(((
1959 +**Reg Number**
1960 +)))|(((
1961 +**First Name**
1962 +)))|(((
1963 +**Last Name**
1964 +)))|(((
1965 +**Title**
1966 +)))|(((
1967 +**Company 1**
1968 +)))|(((
1969 +**Address 1**
1970 +)))|(((
1971 +**Address 2**
1972 +)))|(((
1973 +**City**
1974 +)))|(((
1975 +**State**
1976 +)))|(((
1977 +**Zip Code**
1978 +)))|(((
1979 +**Country**
1980 +)))|(((
1981 +**Phone Number**
1982 +)))|(((
1983 +**Fax Number**
1984 +)))|(((
1985 +**Email Address**
1986 +)))|(((
1987 +**Internet Address 2**
1988 +)))|(((
1989 +**Phone Area Code**
1990 +)))|(((
1991 +**Phone Number Only**
1992 +)))|(((
1993 +**Reg Code**
1994 +)))|(((
1995 +**Membership Flag**
1996 +)))|(((
1997 +**Member ID**
1998 +)))|(((
1999 +**Reg Code 3**
2000 +)))|(((
2001 +**Text 1**
2002 +)))|(((
2003 +**Credential**
2004 +)))|(((
2005 +**Amount Paid**
2006 +)))|(((
2007 +**Amount Refunded**
2008 +)))|(((
2009 +**Reg Code 2**
2010 +)))|(((
2011 +**Source Code**
2012 +)))|(((
2013 +**Link Reg ID**
2014 +)))|(((
2015 +**Business type:  Check all that apply.**
2016 +)))|(((
2017 +**Age range**
2018 +)))|(((
2019 +**Primary business**
2020 +)))|(((
2021 +**Is this your first time to attend the Expo?**
2022 +)))|(((
2023 +**Please keep me up-to-date with the latest events and services
2024 +**
2025 +)))|(((
2026 +**I would like to hear from  directly about products and services**
2027 +)))|(((
2028 +**What is your gender?**
2029 +)))|(((
2030 +**Buying decisions**
2031 +)))|(((
2032 +**Job function**
2033 +)))|(((
2034 +**Primary Market**
2035 +)))|(((
2036 +**What is your job title/function?**
2037 +)))|(((
2038 +**What is your company's primary media type?**
2039 +)))|(((
2040 +**Products/services**
2041 +)))|(((
2042 +**Do you want to receive a free subscription to PVV Magazine?**
2043 +)))|(((
2044 +**Do you want to receive a free subscription to RXY Magazine?**
2045 +)))|(((
2046 +**Sales Volume**
2047 +)))|(((
2048 +**Do you want to receive a free subscription to our e-newsletter?**
2049 +)))|(((
2050 +**What services does your company provide?**
2051 +)))
2052 +|(((
2053 +**Annual Trade Show
2054 +**
2055 +)))|(((
2056 +EXPO 2022
2057 +)))|(((
2058 +CSI
2059 +)))|(((
2060 +1100339
2061 +)))|(((
2062 +Fred
2063 +)))|(((
2064 +Jones
2065 +)))|(((
2066 +Owner
2067 +)))|(((
2068 +Jones Construction Ent.
2069 +)))|(((
2070 +690 E Highway 90
2071 +)))|(((
2072 +690 e HWY 90
2073 +)))|(((
2074 +Tampa
2075 +)))|(((
2076 +FL
2077 +)))|(((
2078 +32425
2079 +)))|(((
2080 +\\
2081 +)))|(((
2082 +1  8505551001
2083 +)))|(((
2084 +\\
2085 +)))|(((
2086 +__fred@myaddress.com__
2087 +)))|(((
2088 +__officemgr@notmyaddress.com__
2089 +)))|(((
2090 +850
2091 +)))|(((
2092 +5471001
2093 +)))|(((
2094 +Conference Attendee
2095 +)))|(((
2096 +Y
2097 +)))|(((
2098 +412351
2099 +)))|(((
2100 +\\
2101 +)))|(((
2102 +\\
2103 +)))|(((
2104 +\\
2105 +)))|(((
2106 +396
2107 +)))|(((
2108 +\\
2109 +)))|(((
2110 +Super Pass
2111 +)))|(((
2112 +\\
2113 +)))|(((
2114 +1100002
2115 +)))|(((
2116 +Contractor
2117 +)))|(((
2118 +51-60
2119 +)))|(((
2120 +Contractor
2121 +)))|(((
2122 +No
2123 +)))|(((
2124 +Yes
2125 +)))|(((
2126 +\\
2127 +)))|(((
2128 +Male
2129 +)))|(((
2130 +Yes
2131 +)))|(((
2132 +Owner/CEO/President/Executive
2133 +)))|(((
2134 +Both
2135 +)))|(((
2136 +\\
2137 +)))|(((
2138 +\\
2139 +)))|(((
2140 +This, That, A little of the other, Something Else
2141 +)))|(((
2142 +Yes
2143 +)))|(((
2144 +Yes
2145 +)))|(((
2146 +$1,000,000-$4,999,999
2147 +)))|(((
2148 +Yes
2149 +)))|(((
2150 +Roofing, Pool Repair, Driveway Sealing, Electrical Contracting
2151 +)))
2152 +|(((
2153 +\\
2154 +)))|(((
2155 +\\
2156 +)))|(((
2157 +\\
2158 +)))|(((
2159 +\\
2160 +)))|(((
2161 +\\
2162 +)))|(((
2163 +\\
2164 +)))|(((
2165 +\\
2166 +)))|(((
2167 +\\
2168 +)))|(((
2169 +\\
2170 +)))|(((
2171 +\\
2172 +)))|(((
2173 +\\
2174 +)))|(((
2175 +\\
2176 +)))|(((
2177 +\\
2178 +)))|(((
2179 +\\
2180 +)))|(((
2181 +\\
2182 +)))|(((
2183 +\\
2184 +)))|(((
2185 +\\
2186 +)))|(((
2187 +\\
2188 +)))|(((
2189 +\\
2190 +)))|(((
2191 +\\
2192 +)))|(((
2193 +\\
2194 +)))|(((
2195 +\\
2196 +)))|(((
2197 +\\
2198 +)))|(((
2199 +\\
2200 +)))|(((
2201 +\\
2202 +)))|(((
2203 +\\
2204 +)))|(((
2205 +\\
2206 +)))|(((
2207 +\\
2208 +)))|(((
2209 +\\
2210 +)))|(((
2211 +\\
2212 +)))|(((
2213 +\\
2214 +)))|(((
2215 +\\
2216 +)))|(((
2217 +\\
2218 +)))|(((
2219 +\\
2220 +)))|(((
2221 +\\
2222 +)))|(((
2223 +\\
2224 +)))|(((
2225 +\\
2226 +)))|(((
2227 +\\
2228 +)))|(((
2229 +\\
2230 +)))|(((
2231 +\\
2232 +)))|(((
2233 +\\
2234 +)))|(((
2235 +\\
2236 +)))|(((
2237 +\\
2238 +)))|(((
2239 +\\
2240 +)))|(((
2241 +\\
2242 +)))|(((
2243 +\\
2244 +)))|(((
2245 +\\
2246 +)))|(((
2247 +\\
2248 +)))|(((
2249 +\\
2250 +)))
2251 +|(((
2252 +**Annual Trade Show
2253 +**
2254 +)))|(((
2255 +EXPO 2022
2256 +)))|(((
2257 +CSI
2258 +)))|(((
2259 +1100005
2260 +)))|(((
2261 +Jim
2262 +)))|(((
2263 +Nordstrom
2264 +)))|(((
2265 +Spouse
2266 +)))|(((
2267 +Nordstrom Chain, LLC
2268 +)))|(((
2269 +690 E Highway 90
2270 +)))|(((
2271 +\\
2272 +)))|(((
2273 +Miami
2274 +)))|(((
2275 +FL
2276 +)))|(((
2277 +33736
2278 +)))|(((
2279 +\\
2280 +)))|(((
2281 +1  8502588247
2282 +)))|(((
2283 +\\
2284 +)))|(((
2285 +__jimnordstrom@something.com__
2286 +)))|(((
2287 +\\
2288 +)))|(((
2289 +850
2290 +)))|(((
2291 +3998247
2292 +)))|(((
2293 +Attendee Expo Only
2294 +)))|(((
2295 +N
2296 +)))|(((
2297 +\\
2298 +)))|(((
2299 +\\
2300 +)))|(((
2301 +\\
2302 +)))|(((
2303 +\\
2304 +)))|(((
2305 +66
2306 +)))|(((
2307 +\\
2308 +)))|(((
2309 +Expo Only
2310 +)))|(((
2311 +\\
2312 +)))|(((
2313 +1100002
2314 +)))|(((
2315 +No Response
2316 +)))|(((
2317 +41-50
2318 +)))|(((
2319 +Spouse/Guest
2320 +)))|(((
2321 +Yes
2322 +)))|(((
2323 +Yes
2324 +)))|(((
2325 +\\
2326 +)))|(((
2327 +Male
2328 +)))|(((
2329 +No Response
2330 +)))|(((
2331 +Spouse/Guest
2332 +)))|(((
2333 +\\
2334 +)))|(((
2335 +\\
2336 +)))|(((
2337 +\\
2338 +)))|(((
2339 +Rope, Twine, Chain
2340 +)))|(((
2341 +No
2342 +)))|(((
2343 +No
2344 +)))|(((
2345 +No Response
2346 +)))|(((
2347 +No
2348 +)))|(((
2349 +No Response [DB ONLY]
2350 +)))
demo-sample.csv
Author
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1 +XWiki.XWikiGuest
Size
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1 +5.5 KB
Content
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1 +��"ACCOUNT NUMBER","FIRST NAME","LAST NAME","MIDDLE NAME","TITLE","SUFFIX","COMPANY","JOB TITLE","ADDRESS1","ADDRESS2","CITY","STATE","ZIP","ZIP4","COUNTRY","TELEPHONE NUMBER","FAX NUMBER","E-MAIL ADDRESS","E-MAIL CONTACT","CUSTOM1","CUSTOM2","CUSTOM3","LAST UPDATED","OCID"
2 +14010000431,"Graham","O'Gorman",,,,"Graham O'Gorman Landscape",,"192 Olmstead Hill Rd",,"Wilton","CT",6897,1816,"United States",,,,"N",,,,20141113211102,
3 +14010000449,"Dale S","Galbo",,,,"Law Offices","Owner","15 W Hill Rd",,"Bloomfield","CT",6002,5016,"United States",2032709821,,,"N",,,,20141113211111,
4 +14010000648,"Patricia","Cannon",,,,"Employee Assistance Program","Director","887 Bridgeport Ave Ste C",,"Shelton","CT",6484,7602,"United States",2039290681,,,"N",,,,20141121163017,
5 +14010001843,"Susan","Kent",,,,,,"38110 5th St E Apt 1",,"Los Angeles","CA",93550,2317,"United States",,,,"N",,,,20141212210537,
6 +14010001858,"Brendan","Eppley",,,,,,"20 Driftway Ln",,"Darien","CT",6820,6130,"United States",,,,"N",,,,20141211230144,
7 +14010001862,,,,,,"Orchard Tree Care Llc",,"184 Ave",,"Darien","CT",6820,,"United States",2036550618,,,"N",,,,20150211133156,
8 +14010001870,"Avis Z","Gray",,,,"Designers 5 Incorporated","President","96 5 Mile River Rd",,"Darien","CT",6820,6234,"United States",2036552033,,,"N",,,,20150212210227,
9 +14010001889,"John","Hertz",,,,"Hertz Construction Co","Partner","12 Hillside Ave",,"Darien","CT",6820,5010,"United States",2036564900,,,"N",,,,20141121163018,
10 +14010001891,,,,,,"Niche Home Furnishings Ll",,"25 Old Kings Hwy N Ste 17",,"Darien","CT",6820,4608,"United States",2036566674,,,"N",,,,20141121163018,
11 +14010001901,"Wendy","Cole",,"Ms.",,"Wendy C Cole Interiors","Principal","3 Outlook Dr",,"Darien","CT",6820,5616,"United States",2036552954,,,"N",,,,20150212210227,
12 +14010001917,"Frank","Stone",,,,"Stones Landscape","Owner","258 West Ave",,"Darien","CT",6820,4111,"United States",2036569674,,,"N",,,,20150212210227,
13 +14010002429,"Bruce","Pomerance",,"Mr.",,"P L V Inc","President","1076 Post Rd",,"Darien","CT",6820,5414,"United States",2036554668,,,"N",,,,20150212210227,
14 +14010002438,"Joanne","Salvatore",,,,"Nassau Interests Llc","Member","42 N Meadows Ln",,"Stamford","CT",6903,5151,"United States",2036550303,,"joannesal@aol.com","Y",,,,20141212210537,
15 +,,,,,,,,,,,,,,,,,,,,,,,
16 +,,,,,,,,,,,,,,,,,,,,,,,
17 +,,,,,,,,,,,,,,,,,,,,,,,
18 +,,,,,,,,,,,,,,,,,,,,,,,
19 +"Rules:","Dates need to be in YYYY-mm-dd format",,,,,,,,,,,,,,,,,,,,,,
20 +"OCID = ONEcount ID","send only when available",,,,,,,,,,,,,,,,,,,,,,
21 +"CUSTOM1, CUSTOM2.... are questions that are publisher specific questions which is other than the standard personal information question.",,,,,,,,,,,,,,,,,,,,,,,
22 +"When available, values of those questions can be sent in that column. If not available don't send those columns.",,,,,,,,,,,,,,,,,,,,,,,
23 +
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -77496440
1 +77496432
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/77496440/DExTr Import Files
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496432/DExTr Import Files