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InterAction® Administrator Answer Center

Finding the Contacts to Update with Classification Data

  • Updated

When transforming a classification 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. 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. 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. 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 for Finding the InterAction Contacts to Update with Classification Data

Changing the options for an existing data set deletes all data in the corresponding data set table. You need to re-run your harvesting routine to re-populate the table. If changing the options also changes the structure for the table, you also need to revise your harvesting routine.

  1. Select the data source in which the data set belongs from the console list.
  2. Right-click the classification data set () and choose Edit.

  3. Under Map Contact Based On, select the method you want to use to find the contacts to update:

    To Do This
    Use a system ID provided by the data source

    Select Data Source System ID.

    For details, see Mapping By 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.

    For details, see Mapping By Additional Information Field.
    Use the internal InterAction contact ID

    Select InterAction Contact (Listing ID).

    For details, see Mapping By InterAction Contact ID.
  4. Choose OK to save your changes.
  5. 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.
  6. Update your harvesting routine to harvest the appropriate mapping data into the columns.
    • For example, if you select the Data Source System ID option, the table includes a SYS_ID column. You need to update your harvesting routine to harvest the external system’s unique ID for the contact into this column.
    • For a list of the possible columns in the data set table, see Classification Data Set Table.