When you are using Advanced Import to update person contacts already in InterAction, the way in which company association changes are handled are determined by the following Data Change Management rules:
- Rules defined for the contact you are attempting to update
- Rules defined for the user account you are using
These rule sets determine what occurs if you change the company for a person contact or remove a person’s associated company contact.
When you are using Advanced Import to add person contacts into InterAction, one of the following situations occurs for each contact you are adding:
- InterAction does not check for a matching company.
- InterAction checks for matching companies and a matching company is found.
- InterAction checks for matching companies, but none are found.
- InterAction checks for matching companies and more than one match is found.
InterAction only checks for a matching company if you have selected the option to use the contact ID, UCI, or contact name matching methods to match contacts in the import file with contacts in the database. If you are not attempting to match contacts in the import file with contacts in the database, InterAction does not attempt to match the company listed on the person contact with a company contact in the database.
If InterAction checks for matching companies during the advanced import and finds a single matching company for the person, the person contact is automatically associated to the company found. The way in which InterAction manages the other three situations identified depends on the company association instructions you have defined for the advanced import. You can configure any of the following options:
- Create a new company using information from the person contact and associate the person to the company. Send a ‘New Contact’ ticket to the Data Change Management inbox. If the new company is a possible duplicate, a ‘Possible Duplicate’ ticket is sent to the Data Change Management inbox instead.
- Create a new company using information from the person contact and associate the person to the company. (Do not send a ticket.)
- Send an ‘Unassociated Contact’ ticket to the Data Change Management inbox.
- Neither create a new company, nor send a ticket to the inbox.
Configuring Options for Creating New Company Contacts During Advanced Import
When adding new person contacts to InterAction through Advanced Import, you can configure what Advanced Import does if no matching companies are found for the person contact. This configuration is specified on the New/Edit Field group Instructions - Contact Name dialog box.
[A] Select this option to create a new company contact and associate the person to the contact.
[B] Select this option to create an Unassociated Company ticket for the person contact or to do nothing.
You can select either of the following options:
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Create a new company contact
When you choose to create a new company contact, the company is added to the InterAction database using the following rules:
- The new company contact is sourced in the folder in which you chose to source new company contacts on the Advanced Import dialog box. For more information, see Choosing the Folders into Which Contacts Are Imported.
- If you have not chosen to source new contacts in the New Contact Review folder, you can choose to automatically link new company contacts into that folder.
- A ‘New Contact’ Data Change Management ticket can be sent.
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Do not create a new company contact
When you choose the option to not create a new company contact, InterAction can send an ‘Unassociated Company’ ticket.
Sending Data Change Management Tickets for Company Association Options
If you wish to create ‘New Contact’ or ‘Unassociated Company’ tickets, choose the Edit Details button on the New/Edit Advanced Import Instructions dialog box. On the Edit Advanced Import Instructions Details, select the option to Send Possible Duplicate and Company Association tickets for new contacts created during import. Then specify the Data Change Management user or group to whom the tickets are assigned.
[A] Select this option to send Data Change Management tickets when new company contacts are automatically created or when you add a person contact that is not associated to a company. If you select this option, you must specify the user or group to whom the tickets are assigned.
Note, this setting is also used for determining if the Advanced Import feature creates ‘Possible Duplicate’ tickets based on your configuration settings.
Configuring Options for Handling Possible Duplicate Contacts
InterAction may encounter possible duplicate contacts when attempting to do either of the following:
- Match contacts in the import data file with contacts in InterAction by name.
- Add a new person to InterAction and match the person’s company listed with a company contact in InterAction.
When you add a new contact to InterAction, the contact is sourced in the folder for new contacts selected on the Advanced Import dialog.
In either of these situations, InterAction can add the contact to the database and send a ‘Possible Duplicate” ticket to a Data Change Management inbox. To configure InterAction to send a ticket, choose the Edit Details button on the New/Edit Advanced Import Instructions dialog box. On the Edit Advanced Import Instructions Details, select the option to Send Possible Duplicate and Company Association tickets for new contacts created during import. Then specify the Data Change Management user or group to whom the tickets are assigned.
[A] Select this option to send Data Change Management tickets when possible duplicate contacts are identified. If you select this option, you must specify the user or group to whom the tickets are assigned.
Note, this setting is also used for determining if the Advanced Import feature creates Unassociated Company or New Contact Tickets based on your configuration settings. For details, see Configuring Options for Creating New Company Contacts During Advanced Import.