Importing Keywords
Keywords are properties of a Contact defining Contact's preferences and interests. A Contact may have multiple Keywords from one or more Categories. You can import Keywords contained in a file and add them to Contacts.
Before you begin
- Contact Management rights and Write permissions for the Address Book.
- Category Management rights and Write permissions for the destination Category (if creating Keywords).
- To import Keywords into Contacts contained in the (All Contacts) node, or in any Address Book in System Administration, you need System Administrator rights.
- You need to know the formatting used in the import file. For more information, see Creating the Keyword import file.
About this task
The import allows you to do specify one of the following scenarios:
- Add new Keywords to a Category and add these Keywords to a Contact
- Add new Keywords to a Category and add these Keywords to a Contact, overwriting the Contact's current Keywords
- Add existing Keywords to a Contact
- Add existing Keywords to a Contact, overwriting the Contact's current Keywords
The import file contains rows of data: each row of data defines a Keyword and specifies a Contact to assign the Keyword to. Optionally, the import file may contain values for the Publication and Category in which you want to import the Keyword. In this case, you can map these columns, otherwise you can select available the Publication and Category (a fixed value).
Procedure
Results
Keywords are not imported in the following circumstances:
- if you did not select the option Create new Keywords
- if a row in the import file does not specify a Keyword (the field is empty)
- If you have mapped a column in the import file to a Publication and the Publication does not exist, or you do not have access permissions for the Publication
- If you have mapped a column in the import file to a Category and the Category does not exist, or you do not have Category Management rights and write permissions for the Category
Keywords are not added to Contacts in the following circumstances:
- if the import file specifies Contacts that do not exist, or are not in the selected Address Book
- if you did not select the option Create new Keywords and the Keyword does not exist
- if the Contact already contains the Keyword
Adding or removing Keywords to or from Contacts can add or remove the Contact from Dynamic Distribution Lists whose definition is based on Keywords.