Additional Information…

InterAction 5.5 Application Collaboration

This one day workshop provides participants with a basic understanding of Application Collaboration and practical exercises on how to import contact(s) and contact data into InterAction from external data sources such as an HR, Billing or Accounting systems.

Audience

Individuals responsible for initially populating their InterAction database with contacts from an external data source.
Individuals responsible for updating or maintaining their InterAction database on an ongoing basis from an external data source.

Prerequisites

InterAction for Data Stewards and Marketing Users course (or equivalent experience of the Windows Client) and
InterAction for Application Administrators course

Duration
One day

Fees
$700 per person

Cancellation Policy
You may reschedule or cancel without penalty up to 10 business days prior to the course. If cancellation or rescheduling occurs within 10 business days of the first day of class, payment will be processed for the full price of the course. You may re-schedule for a future course subject to availability.

Course Objectives

Give the participant an understanding of how Application is structured.
Provide the skills necessary to create a data source and data sets in order to harvest data from an external data source.
Understand the different configuration options available for creating data sources and data sets.
Provide a workshop environment for practical application of skills learned in class.

Course Outline

Introduction to Application Collaboration
Application Collaboration Basics
- Components or Application Collaboration
Data Sources
- Overview of Data Sources
- Creating and Editing Data Sources
Data Sets
- Overview of Data Sets
- Available Data Sets
Introduction to the InterAction Database
- InterAction Tables
Company and Person Data Sets
- What is a Data Source System ID
- Uniquely Identifying Companies and People
- Associating People with Companies
Claiming Contacts
- Contact Ownership
- Creating Claimed versus Not Claimed Contacts
Mapping Contacts
- Mapping Existing Contacts
- Allowing InterAction Users Edit the Data

Data Sets - Phone and Address
- Overview of the Address Set and Address Rules
- Mapping Address Types
- Sharing Phones and Addresses
- Deleting/Updating Addresses
Data Sets - Additional Field
- Overview of Additional Field Data Sets
- Populating Multiple-Value Additional Fields
- Deleting Additional Field Values
Data Sets - Activities
- Overview of Activity Data Sets
Data Sets - Related Contact
- Overview of Related Contact Data Sets
- Updating Relationships
Data Sets - Group Member
- Overview of Group Member Data Set
Planning the Integration
- Preliminary Planning
- Harvesting the Data
- Transforming the Data
Workshop

Upcoming Course Dates
Date(s)	Days	Time	Location	Version	Fee	Open Seats	Register
Oct 24, 2008	1	9:00 a.m. to 4:30 p.m.	Oak Brook	5.5/5.6	$700	8	Customer Registration Partner Registration
Nov 21, 2008	1	9:00 a.m. to 4:30 p.m.	Oak Brook	5.5/5.6	$700	10	Customer Registration Partner Registration
Dec 19, 2008	1	9:00 a.m. to 4:30 p.m.	Oak Brook	5.5/5.6	$700	12	Customer Registration Partner Registration