This guide will show you how to import contacts from a Slate Saved Query to an Ocelot Contact List.
These steps begin at the home page for a product administrator. The home page looks like this.
Press the menu button located in the upper left corner of the page.
This will bring up the Product Admin menu.
Click on the "Contact Management" heading to expand it. Then click on "Contact Lists" item. This will bring up the "Contact Lists" page.
Import Contact List from Slate
In the bottom right corner, there is a + button.
Press the "+" button. This will bring up the "Choose File" page within the "Create Contact List" wizard.
In the "Choose File" tab, press the "SLATE QUERY" tab. A list of Ocelot-configured Slate queries will appear. Select the desired Slate query. Press the "Next" button. This will bring up the "Assigned Columns" page within the "Create Contact List" wizard.
Map fields from the Slate query result to the contact list.
Press the "Next" button. This will bring up the "Save" page within the "Create Contact List" wizard.
Supply an easily identified value in the "List Name" field. Press the "Save" button. This will bring up the "Finish" page within the "Create Contact List" wizard.
Press the "Finish" button. This will return us to the "Contact Lists" page.
At this point we will have a Contact List in Ocelot.
NOTE: If you encounter errors while importing contacts, please re-review your data files.
- In many instances, records can fail due to missing or empty phone numbers on the record.
- It's a good idea to query for missing phone numbers (and either adjust the integration query to ignore them OR find them and update them before expecting to import them). Records can be problematic when there are multiple values in the first name field, or if international phone numbers are used, or if there are other missing/empty fields.