InterAction 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
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
| Date(s) | Days | Time | Location | Version | Fee | Open Seats |
Register |
|---|---|---|---|---|---|---|---|
| Mar 19, 2010 | 1 | 9:00 a.m. to 4:30 p.m. | Oak Brook | 5.5/5.6 | $700 | 12 |
Customer Registration
Partner Registration |
| Apr 23, 2010 | 1 | 9:00 a.m. to 4:30 p.m. | Oak Brook | 5.5/5.6 | $700 | 12 |
Customer Registration
Partner Registration |
| May 21, 2010 | 1 | 9:00 a.m. to 4:30 p.m. | Oak Brook | 5.5/5.6 | $700 | 11 |
Customer Registration
Partner Registration |
| Jun 18, 2010 | 1 | 9:00 a.m. to 4:30 p.m. | Oak Brook | 5.5/5.6 | $700 | 12 |
Customer Registration
Partner Registration |
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