Siebel Marketing User Guide > Managing Lists > Process of Importing and Managing External Lists >

Creating Records for Importing External Lists


Before you import an external list, you must create a record in your application that describes the list. This record tells the list import utility what file to import.

To create a record for importing an external list

  1. Navigate to the List Management screen > Lists view.
  2. In the Lists list, create a new record and complete the fields.

    The following table describes some of the fields.

    Field
    Comments

    Data Type

    List Import attempts to determine the format of the attached text file. Values are:

    • Comma Delimited. If the first row of data in the file contains a comma in any of the field values, a best practice is to use tab delimited format to make sure that the correct file format is detected.
    • Fixed Width
    • Other Delimited. You can enter another character as the delimiter. If you attempt to add >1 character, the value is truncated.
    • Tab Delimited

    List Name

    (Required) This field is populated when you add the record, but you can modify the name.

    Source

    The company from which the list was purchased. The company must be an account record in the Siebel database.

  3. Save the record.
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