Does anyone have any other methods for importing NCOA data and updating constituent records? We receive COA data from a mail house after mass mailings, but it's not near the required format for the OOB NCOA update utility. I'm trying to "Frankenstein" a document together that will work for the import, but it's a lot of work and would be too much hassle every time we need to do this.
Any help would be appreciated!
Michael Dorsey
CRM Administrator
Minnesota Zoo
michael.dorsey@state.mn.us
I used to run a python script on our received files before importing, but eventually just got Zeta to give us the files in a format I could use. Do you have all the data you need and just need to shuffle columns around or is there more to it than that?
It appears we have all the data needed and just requires extensive shuffling. I've yet to run a test on it, though I'm close to that step. Figured I'd jump in here to see if anyone else had some ideas.
I didn't think to just go ask the NCOA vendor; however, we use Experian, not Zeta. I wonder if Experian would be willing to do the same?
Thanks for your input!