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 Posted 9/4/2007 3:42:48 PM |
| | | Is there a way to use Import Manager to bring a list of contacts into a specified marketing list? As an example, we will be importing trade show attendee names into our CRM system. We will be looking for duplicates within our database during the import. Adding newly created names (create date = today, source = showname) to the marketing list would be doable. However, how do we find the duplicates? I don't really want to run an import process that matches for duplicates, then touches the CRM record in some scratch field, and then we advance find for those that had been touched. Yes, it will work, but cumbersome. Ideally, we would love a method to import names and automatically have the new or duped names get added to the appropriate marketing list. Any thoughts? Thanks in advance, Steve
Steve Luc
InfoGrow |
| | Posted 9/6/2007 3:30:35 PM |
| | Please standby for an adequate answer to this question.
Thanks
Crystal Grant |
| | Posted 9/10/2007 10:05:33 AM |
| | If your datasource is in a SQL database, you would be able to find the duplicates by doing a cross SQL scripting--it is strongly advised to have a person who understands SQL and the CRM database very well performing these tasks. You will then be able to select all of the duplicates and all of the new contacts and add these to your marketing list as usual.
On another note, the request for "Add to Marketing List" on the contact entity has been identified and are making efforts to include this functionality in the next version of Import Manager.Thanks
Crystal Grant |
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