Field mapping for CSV/CRM Contact Updates

The field mapping screen allows you to map incoming data from an external source to one or more ActiveDEMAND custom/standard fields



ActiveDEMAND Fields: select the field you want the incoming data to map to
External Fields: fields from the CRM
New Custom Field: This opens up a dialog box to create a new custom field
Update These Values: If this not checked, incoming data will only set a field that is not set. Thus if you check the "Update These Values" option, the target field will be set by incoming data, even if the field was set some other time
Do Not Filter: this removes filtering
Filter Options: This allows you to reject rows of data based on the value of this data field
Filter Data: Enables the data filtering options
Update Existing Contacts: If this is unchecked, this import will only bring in data that creates new contact records. The import will not update any existing records. If checked, the import will create new records and update existing records
Add Columns: This is a column chooser that allows you to add more columns to the view
This is a summary table of data that was retrieved from the external data source

Special Options:

Unsubscribes:

CRM Data	ActiveDEMAND Action
Yes	Unsubscribe contact
No	Do Nothing
True	Unsubscribe contact
False	Do Nothing
1	Unsubscribe contact
0	Do Nothing

You can map a field to the unsubscribe column. This will allow you to set the 'unsubscribe' flag for a contact from an external data source. If a contact records has been unsubscribed by an import, you cannot 're-subscribe' a contact record using an import.



You can map the unsubscribed ActiveDEMAND state to more than one external data source column. If you do this, if any column sets the unsubscribed flag for the ActiveDEMAND record, the record will be unsubscribed, regardless of the contents of the other columns.



If you map the unsubscribe field to a column, if the incoming record has a value of

[true or 1] => unsubscribe the contact

This may not be the desired behaviour, thus you can override the default behaviour by using a custom field mapping for that column.



Custom Field Mapping

If you click the custom field mapping button for the given column you can override the default behaviour:



Examples of external values pulled from the data source

The ActiveDEMAND unsubscribe state
Add new examples to the external data source
In the above diagram, you drag the external data value onto the target (2) ActiveDEMAND unsubscribe state




This will override the behaviour for that specific value. The above example, if the incoming record has a value of 'false', the contact record will be unsubscribed. We are overriding the 'false' scenario. In the above example we have not overridden the case of when 'true' is being imported. If we leave the mapping as is, the record will be unsubscribed if the incoming field is has a value of 'false' or if the incoming value is 'true' (the default). If we want to override the default behaviour for incoming 'true' values, then we must map both Yes and No values:

Updated on: 19/12/2023