Importing task lists

Lists of customers can be imported directly into Customer Connect for use in a campaign. For example, this could be a list of customers who recently purchased a new vehicle.

Note: Refer to Import File Layout for the import file requirements and the file layout.

To import a task list, start on the Campaigns page:

  1. Select 'Import Call List' from the Campaign Type list. All existing campaigns that are setup as Import Call List type are shown.
  2. If a new campaign needs to be setup, click "New Campaign", or copy an existing campaign, and enter the campaign information.
    • Campaign name, description and call script information are mandatory. Task assignment is optional. Other campaign information is not required.
    • You must first create the new campaign (i.e. click "Create" on the last page) to add it to the campaign list before you can complete the configuration.
  3. Click on the campaign name. The campaign information appears on the right. Do not use the Default campaign.
  4. Select the Import tab to display the Import page:

  1. Click "Choose File" to select the CSV file to import. The following window appears:

  1. Select the check box to match records against the customer database when the specified call list is imported.
    • If Customer Connect does not find a LAST NAME, FIRST NAME and/or PHONE (DEFAULT) column header in the import file, a message appears indicating that you need to manually select the correct column to match as described below.
    • If this option is not selected, records will be uploaded to the campaign with the available information but no customer matching will occur.
  2. Field Name lists fields being imported from the CSV file (based on the header record).
  3. Matched column in Uploaded file displays the application's suggested match to a Customer Connect campaign field. If the two columns do not match, change the field assignment using the list of unassigned campaign fields:

  1. If no match is found, the field defaults to 'Custom'.

 

To establish the field assignments when no match is found:

  1. Select an alternate name from the drop-down list of unassigned campaign fields, or:
  2. Enter an appropriate name in the Custom Column Name field (Note that the Field Name column reflects any new name entered), or:
  3. Click to deselect the custom field and use the field name from the CSV file.

 

Click to initiate the upload, once you have assigned all the fields. A message appears indicating that the import may take a few minutes. To check the status of the import, go to the campaign's Execution History log under the Campaign History tab:

 

When working with an imported tasks on the Task Details page:

  • The imported tasks are added to the end of the campaign task list, if this is an existing campaign.

  • If customer matching was selected and a record is successfully matched, the customer details appear.

  • If customer matching was selected and a record does not match an existing customer record, the task is created, but only available information from the file appears. The Customer Details icon will be greyed-out indicating that you cannot access the customer database:

  • The value of any custom fields can be seen by clicking the "View Details" button: