This article will show you how to adjust your data for the import spreadsheet for a Path A import or using the self import tool.
Adjusting for preset values
Artlogic uses several fields with boolean and preset values. A Boolean value is a type of dataset which is either true or false. An example of this in your spreadsheet would be the field ‘On email list’ which uses a True = ‘y’, ‘yes’, ‘true’ and ‘1’ and False = 'n', 'no', 'false' and '2'
Preset values are a prescribed option in the system; these are often more broad in scope than that of a boolean value. An example of this would be Gender which allows you to choose from Male; Female; Non-binary; Prefer not to say; N/A; Other
In order to import these into the system you will need to use the find and replace function which will allow you to unify the relevant fields to the structure for import.
Using find and replace
You can use locate find and replace by using the following workflow
Home > Editing > Find and Select > Replace
From here you are able to locate the relevant values and replace them with the preset or boolean value in the system.
Removing Duplicate Entries
Artlogic has inbuilt tools to help you identify and easily resolve duplicate entries in your contacts section. You can read more about this below.
Excel also offers the chance to resolve duplicates before you import. This can be done by using the following steps:
Identify the cells you wish to check for duplicate records within.
Navigate to Home > Data > and click the following icon to resolve duplicates:
Linking together data from different columns through concatenation
When exporting contact information from specific systems, such as Apple Contacts, additional email addresses and telephone numbers are organised into separate rows. However, our import spreadsheet consolidates these into a single field,resulting in a time-consuming process to sort them accordingly for import.
To address this issue, a process known as concatenation, which is the formal term for the method of linking together strings of data, can be used.
For example the concatenation of “Art” and “logic” is “Artlogic”.
Example:
If you wanted to concatenate the following data Label (fixed data), Phone number, Line break (fixed data) the following formula would be used.
=$A$2 &B2&$C$2
Using the $ symbol around the column name will ensure the value remains fixed and therefore can be infilled in front of all of the condensed data.
This would result in data from row A, B and C being concatenated into a condensed data field which can then be used for your additional phone numbers field.