This document describes the elements needed for a full CSV integration method. Please see this sample account tree for an example of the requirements to send in each level of data:
You will need to send 3 files to Totango:
- Accounts Data
- Parent and Child Accounts
- Product Accounts (holding account information as contract value, renewal date, etc)
- User Data (user information as email, role, etc)
- Usage Data (information on how users are using your product)
Accounts Data
Creating a CSV file for account data (see this link for sample).
To upload account data into Totango use the following format, typically sourced from a report from your CRM.
The CSV file format should be:
AccountID, ParentID (must be present for product accounts) [ Account-Attribute-1, Account-Attribute-2, ... ]
Where:
- AccountID: Please see this article in regards to choosing and using AccountID in MultiProduct
- ParentID: The account that the account being referenced rolls into (if one is available). A product account should always have a parent.
- Account-Attribute-N: List of attributes you want to update for every account (if any).
The first row in the CSV file should be the header row containing the name of the attributes, followed by the actual data (one account per CSV row)
User Data
Creating a CSV file for user data (see this link for sample).
The CSV file format should be:
User id, AccountId, User-Attribute-1, User-Attribute-2, ...
- User id: The user's email
- For AccountID: Please see this article in regards to choosing and using AccountID in MultiProduct
- User-Attribute-N: List of attributes you want to update for every user (if any)
Special attributes:
- Contact - Add or remove the user to the contact widget.
- value = yes (lowercase) will add the user as a contact
- value = no (lowercase) will remove the contact (and keep the user)
- Key Contact - set the user as a key contact on the account
- value = yes (lowercase) will add the user as a key contact
- value = no (lowercase) will set the user as a normal user (not key contact).
The first row in the CSV file should be the header row containing the name of the attributes, followed by the actual data (one user per CSV row)
Usage Data
Creating a CSV file for usage data (see this link for sample).
The CSV file format should be:
User id, AccountId, Action, Module, Timestamp (mandatory, but not being used, the time stamp will be the date of the upload)
- User id: The user's email
- AccountID: please see this article in regards to choosing and using AccountID in MultiProduct
- Action: Name of the activity the user performed
- Module: Name of the module the user performed
- Timestamp: The timestamp of the activity.
The first row in the CSV file should be the header row containing the name of the fields, followed by the actual data (one user per CSV row)