Recipe: Specify users as contacts during import

I categorize contacts in my CRM using a company relationship field (Owner, Primary, Secondary). How can I make sure that when these contacts are brought into Totango via integration, these designations are preserved and meaningful?

Ingredients

  • 3 user-level, scheduled integration jobs
  • 3 custom functions

Preparation

  1. Ensure you have a connection with your integrated system.
  2. Create three scheduled, inbound integration jobs (Users) for the following types of Totango designations:
    1. Users ➡ Use a query filter to bring only the contact records where relationship is "Secondary."
    2. Contacts ➡ Use a query filter to bring only the contact records where relationship is "Primary."
    3. Key Contacts ➡ Use a query filter to bring only the contact records where relationship is "Owner."
  3. Within the Contacts integration job, create the following mapping:
    1. Click Add Mapping.
    2. In the Select Source Field, choose Open Function Editor.
    3. Click Add Function, and choose MATH > CONSTANT (value1).
    4. In the function editor, type your value in parentheses exactly as shown (including quotations, all lowercase): CONSTANT("yes")
    5. Click Preview and Save Function.
    6. From the Select User Attribute (Totango) side, choose the Contact attribute, and click Save.
    7. Click Validate Mapping, and save the job.
       

  4. Within the Key Contacts integration job, create the following mappings:

    1. Add the CONSTANT("yes") function from the previous step, mapped to the Contact attribute.
    2. Repeat the steps to add a second mapping for CONSTANT("yes") function, mapped to the Key Contact attribute.
    3. Click Validate Mapping, and save the job.


    All contacts and key contacts (crown) are visible from within the Contacts widget on the account profile. 

    All other users are still associated to the account, but aren't denoted as contacts:

     

Cook’s note

Adjust this recipe to fit your contact data. You might only need two integration jobs (Contacts and Users) and let your teams manually mark contacts as "Key Contacts" in Totango as needed.

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