Overview


The Data Transfer area enables you to set up FTP profiles as well as schedule imports and exports of data to and from Engage. Imports and exports can be scheduled to run only once, or to run on a regular schedule.


The Scheduled Imports feature is used to import subscriber lists on a scheduled basis. The Scheduled Imports can be set to repeat at a specified frequency or scheduled to occur only once at a set time. 


To access the Data Transfer functions, click the Account Settings gear icon, then choose Data Transfer.



The Data Transfer page is then displayed, defaulting to Scheduled Imports.



Import Page


This page displays any scheduled imports in a table format. The following information is displayed:


  • Job Name: Displays the name given to the import job.

  • Status: Displays the status of the import job: active, paused, expired, or failed.

  • Modified: The date the import job was last modified.

  • Last Run: Displays the date that the import job was last run.

  • Next Run: Displays the date that the import job is next scheduled to run.

  • Actions: By moving your mouse over a row in the table, icons representing actions will be displayed in the right column. Available actions may be restricted based on the Status of a job. For details, see the Managing Imports section lower on this page. 


Scheduling a New Import


To schedule a new import, follow the steps below.


  1. Click the New Import button on the top right of the page.

    Result: The Job Setup page displays.


  2. In the Job Name field, enter the name that you would like to assign to the import job.

  3. In the FTP Profile field, select the FTP profile that should be used to connect to an FTP site for this job.

    Note: The FTP profiles that you have already set up in Engage will be listed as values in this field. See Setting Up FTP Profiles for more information.

  4. In the File Name field, enter the name of the file that you will be importing. This is the file name that Engage will look for each time the job runs.
     
  5. In the First Run field, specify the date and time that you want the import to first be run.
     
  6. In the Frequency field, select the interval at which you would like the job to be run: (Run Once, Every Day, Every Week, Every Month) or choose Set Custom Frequency to specify an interval in minutes, hours, days, weeks, or months.
     
  7. To save the information entered, click Next.

    Note: If you wish to exit without saving the information entered, click Back to return to the previous page.

    Result: The Import Setup screen appears.

  8. In this step, you must select whether you want to import to the subscriber pool, to one or more Lists, or to one or more Automated Campaigns, and select an import processing type (Add Only, Add & Update, or Overwrite).

    If you select to add to Lists or Campaigns, you are given a text field where you can enter part of the the name of Lists/Campaigns. Engage will try to match and display results based on what you enter, and you can then select results from a dropdown menu.

    In the Options buttons, you can choose Add Only, Add & Update, or Overwrite.

    • Add Only: This option will only add subscribers that are not already a part of the selected list/campaign or in Engage for your account. If subscribers have already been uploaded, their information will not be updated.


    • Add & Update: This option will add new subscribers, but will also update any new attributes for those subscribers in the list. It will not remove any information from attributes with values assigned that are not included or changed in the list you are uploading.

    • Add & Overwrite: This option will change all attributes for the subscribers to match the current list’s attributes. If uploading to a List or Campaign, this will replace the entire List/Campaign's subscriber list with the subscribers and attributes in the uploaded list.

      WARNING: Use of this option without specifying a List or Campaign will replace the entire subscriber pool for your account with the contents of the list. It is strongly advised that you do not use Add & Overwrite without a List or Campaign identified.

  9. After selecting options for handling the subscribers in the import, click Next.

    Result: The Sample List screen appears.
     
  10. On the Sample List screen, click Select File.

    Result:
    A system window appears allowing you to select a file from your computer.
     
  11. Browse to the location where you have stored the subscriber file that you wish to upload, select the file, and click Open.

    Result: The file will be uploaded so that initial file mapping and subscriber import can occur.

  12. In the File Format dropdown, select the type of file you are importing. Note that Engage allows for various file formats to be imported.

  13. Using the checkboxes, select whether the imported file has Column Headers, and whether the system should email you with a notification when the import is completed.

    Note: By default, an email will be sent to you as notification that the import is finished. The email will include List/Campaign names and file names as well as the number of subscribers added, updated, and the number of errors. Any errors will be detailed in an attachment.

  14. Click Next.

    Result: The Column Mapping screen appears.
     
  15. In this wizard step, you have the ability to match columns for the file that you uploaded to available subscriber attributes. Engage will attempt to auto-map any column that matches the name of an attribute already existing in the system, but there may be some columns that require manual mapping to be imported. For each column in the file, Engage will load the value from the first row as an example to assist with mapping.
     
  16. To map an attribute to the global attribute list, click Map to next to the attributes name, and then select an attribute from the dropdown, or select Nothing (Skip) or New Column. If you select New Column, you are provided with a text field where you can enter a new column/attribute name.
     
  17. After you have completed mapping or skipping all of the fields in the attribute list, click Save & Exit.

    Note: You must either map or skip each field before you click Save & Exit.

    Result: The system will process the mapping and, when completed, the Scheduled Import page will display with the new import listed in the table. From the table, you can access the import history or pause the scheduled import.
     
  18. To view the import history, click the History icon (piece of paper icon). A table listing the job’s import history displays.


Managing Imports


You can manage imports from the Scheduled Imports table, using the icons in the Actions column. Not all actions are available for all Statuses of Import Jobs.


  • To view the import history, click the History icon (piece of paper icon). A table listing the jobs import history displays.

  • To pause an Active scheduled import, click the Pause icon. Once paused, an import can be edited and set to run again, or deleted.

  • To modify the scheduled import, click the Pause icon and then click the Edit (paper and pencil) icon.
    Result: The Scheduled Import wizard displays.

  • To run a paused or failed import, click the Run icon.
    Result: The Scheduled import is reactivated to run at scheduled time(s).

  • To delete the scheduled import, click the Pause icon, and then the Delete icon.
    Result: A screen displays asking you to confirm the deletion of the scheduled import job.