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GoldMine: Primary and Additional Contact creation in one profile

Last post 04-03-2009 8:04 by admin. 2 replies.
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  • 04-03-2009 6:54

    GoldMine: Primary and Additional Contact creation in one profile

    Hi Using Inaport 7 with GoldMine PE: I have a data source that has multiple contacts for the same organisation on separate rows. Each row contains the company name and contact details. Can I set up a profile to import a new C1 record when Inaport encounters the 1st row for an organisation and then create additional contacts for the subsequent rows for the same organisation Or do I need 2 profiles, 1 for the primary and then a 2nd to create the additional contacts. Thanks
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  • 04-03-2009 7:18 In reply to

    Re: GoldMine: Primary and Additional Contact creation in one profile

    In addition to my previous post...
    I've managed to set up the profile to do this, but I keep getting the primary contact duplicated in the additional contacts
  • 04-03-2009 8:04 In reply to

    Re: GoldMine: Primary and Additional Contact creation in one profile

    Hi 

    Presumably you specifed the operation on _contact1 to be "Update existing or create new". The trick then is to set up some match criteria that allows you to identify the primary contact uniquely. For example (source and target expression in the Match tab for _contact1):

    normcomp(#sourceCompanyName)        normcomp(#COMPANY)

    This will compare the field "sourceCompanyName" in the incoming record with the COMPANY field in the _contact1 table. The normcomp() function is used to lowercase, trim, remove punctuation, and remove "noise" wrods such as "inc", "incorporated", "llc" etc.

    Another type of match might be an unique company identifier stored in a key field.

    What ever criteria you use, it is important to remember to write to that field when the record is created, so that subsequent matches will find the correct value.

    I suggest you have a look at the tutorials on matching in the Resources section on the web site.

    HTH


    Regards

    Admin

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