Contract status import templates are used to tell the system what format it can expect for .csv import files. If you import via the API you don't have to create an import file. Via the template you will specify in which columns of the import file the relevant information can be found.
To set up a new contract status import template go to the Campaign Manager and log in with your credentials.
Go to 'Settings'
Select 'Domain'
Select 'Import templates' and click the plus icon
Give the template a descriptive title in de 'Description' field. This description will need to be selected when the actual file import will be created.
Select 'Result codes' in 'Import type'.
Fill in how many columns the template will have in 'Number of fields'. To minimize the risk of incorrect .csv files being uploaded it is a requirement that all records in the .csv file have the number of columns specified.
Press 'Save'.
Once the template has been created the mappings need to be made which information can be found in which column.
It is mandatory to create a mapping for the following fields;
Form ID (the unique identifier of the address contact)
Date Result (the date of the status change, this may differ from the date of the sign-up, format is DD-MM-YYYY)
Result code (this is the code of the contract status. The code needs to match that of one of the existing contract statuses created before the import, non-existent contract status codes will be ignored.)
To create a mapping the following steps can be followed;
Select import template fields and click the plus icon
Define the 'Postion' with a numerical value for the column.
Select the value of the 'Import field' you want to populate the column with.
Press 'Save'.
