This article assumes you already have a basic knowledge of fields within your instance of Element451.
Importing People Records is a key part of adding a large number of records to Element451. Understanding the key components of the Data Module will help you efficiently add records to the system.
To access the Import section of Element451, you'll start by hovering over the Data Module and then select Import. This screen is where you can view existing imports and create new ones.
To begin a new data import, first ensure that you have either a csv or a txt file and the data is cleaned and ready for import and has at least an email address, first name, and last name for each contact. Click on the plus button in the top right of the Import Module, select Data Import, click Next, name your file, and click Create. You will then be prompted to select your csv or txt file from several location options to import. If you would like to upload a file from anywhere but your computer, you'll need to add that location in the Data Connectors tab.
After selecting your file, the Mapping screen is where the bulk of your work will be in Element451. You'll need to tell the system what fields you want all of the file columns to map into. For now, let's stick with basic importing with no Calculated Columns.
If your data from your CSV file matches exactly what you want in the field, then it's simple to just select the field you would like to map to. For example, when importing first name or last name or a degree name exactly as it already appears in the system, you can simply click on Map to Field and find the field you want to map to.
Additionally, you are able to save your mapping as a template if you will be importing in this format again in the future.
Let's address transformations and validations. To access both of these, click the gears on the right hand side of the field you would like to manage.
Transformation allow you to perform basic changes to the data in your file. Here are the transformation available to you within Element451:
- Uppercase - All alpha characters will be changed to uppercase
- Lowercase - All alpha characters will be changed to lowercase
- Titlecase - Capitalize the first letter of each word in a string
- UCFirst - Capitalize the first letter of an entire string
- Trim - Remove any leading or trailing spaces from a fieldAppend - Add a characters to the beginning of a field
- Prepend - Add characters to the end of a field
- Replace - Replace one value with another
- Substring - Extract a set of characters from within the middle of a field
Validations are a way to ensure that the data you're entering into a field is in the correct format. Here are the validations available to you within Element451:
- Required - Make this field required on an import
- Letter Only - Ensure this field contains only alpha values
- Email - Ensure the field is in a recognizable email format (@element451.com)
- Maximum Length - Sets the maximum number of characters that can be entered into this field
- Minimum Length - Sets the minumum number of characters that can be entered into this field
- Between Lengths - Sets a minimum and maximum number of characters that can be entered into this field
Once you have completed mapping, you can move on to the matching tab. This tab will allow you to identify the criteria in your import to match any existing records on.
The Groups tab will allow you to create a new segment from your import or add them to groups available within your instance.
The Preview tab will allow you to preview 5 records in your import to confirm that everything looks good. If there are any errors in the formatting of those records, you'll see a yellow yield sign on the right side of the screen.
Finally, the Run Task tab allows you to Run the task immediately or schedule it to run at a time in the future. Click the Run Task button on the bottom to kick off your import. Next, try an export task!
Note: It is always recommended to have an email address, first name, and last name associated with every contact you import.