When transforming an activity data set, Application Collaboration needs to find the existing contact to update. You can select the data set mapping option Application Collaboration should use for this purpose.
The data set mapping option you choose changes the structure of the table for the data set. You need to adjust your harvesting routine accordingly.
You can use one of the three standard mapping options available for most data sets:
- Data Source System ID. This option uses a unique system ID from the external system to find the contact. You need to harvest the external system ID into the SYS_ID column for the data set. For details, see Mapping By Data Source System ID.
- Additional Information Field. This option compares the value in a specified additional field with a harvested value to find the contact. This option adds a column for the additional field value to the end of the data set table. For details, see Mapping By Additional Information Field.
- InterAction Contact ID. This option compares InterAction’s internal contact IDs with a harvested value to find the contact. You need to harvest the contact ID and contact system ID into the LISTING_ID and LISTING_SRC_ID columns. For details, see Mapping By InterAction Contact ID.
Remember that if you did not claim the contact, there is no corresponding SYS_ID. For more information on claiming, see To Claim or Not to Claim.
Change the Method Used to Find the Contacts to Update the Activities
Changing the mapping method for an existing data set deletes all data in the corresponding data set table and changes the structure for the table. You need to revise your harvesting routine and re-harvest the data.
- Select the data source of the data set from the console list.
- Right-click the activity data set (
) and choose Edit.
-
Under Map Contact Based On, select the method you want to use to find the InterAction contact to update with the activities:
To Do This Use a system ID provided by the data source Select Data Source System ID Use an additional field value, such as client number or employee code Select Additional Information, then select the field to use for mapping from the drop-down list Use the internal InterAction contact ID Select InterAction Contact (Listing ID) - Choose OK to save your changes.
- Note the new table structure for the data set table. The table structure displays in the right pane of Application Collaboration when you select the data set.
- Update your harvesting routine to harvest the appropriate mapping data into the columns.
- For example, if you select the Additional Information option, the table includes a column for the field data. You need to update your harvesting routine to harvest the identifier for the contact into this column.
- For a list of the possible columns in the data set table, see Activity Data Set Table.