Introduction and Overview

• Introduction
• Initial Data Load and Cleansing Checklist

• Overview of Bringing Quality Data Into InterAction
• Analysis and Preparation for Loading Data into InterAction

Data Handling Functions

• Importing Data Using InterAction Windows Client
• Advanced Import
• Exporting Data for Data Quality Initiatives
• Data Sources: Identifying the External System
• Loading Data Sources into InterAction
• Transforming the Data
• Out-of-the-Box Data Value Settings

User and Contact Data Management

• Loading User Information into InterAction
• Cleansing Contact Data
• Adding Sets of Contacts on Ongoing Basis
• Merging Duplicate Contacts Identified Externally

InterAction Application Collaboration

• Getting Started with Application Collaboration
• Harvesting the Data for Application Collaboration
• Application Collaboration Harvesting Tables Reference
• Using Application Collaboration for Address Data Scrubbing

Data Set Management

• Data Sets: Mapping the External Data to InterAction
• Company and Person Data Sets
• Additional Field Data Sets
• Activity Data Sets
• Related Contact Data Sets
• Phone and Address Data Sets
• Group Member Data Sets
• Folder Link Data Sets
• Classification Data Sets