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Siebel Marketing User Guide > List Management > Importing and Managing External Lists > Prerequisites for Importing External ListsBefore importing a list, you need to perform the following tasks:
Verifying Status of Server Components and TasksBefore importing a list, you need to verify that server components are enabled and that server tasks are running. To enable server components and run tasks, you use the Administration - Server Configuration screen, Components view. For more information, see the Siebel System Administration Guide. Make sure that the following server components are enabled and the following server tasks are running:
To import a list, you must be connected to the Siebel Server. If the Siebel client cannot detect a running Siebel Server at the time you launch the import, you will receive a warning message. You can continue to submit the import request if you are sure that a Siebel Server will be available to handle the request later. For the request to be queued, you must have a Siebel Gateway Name Server running in the background. The request will be routed through the gateway name server to a Siebel Server that has the List Import Service Manager server component enabled. If you do not have a gateway name server running, you will receive an error message saying "Unable to connect to gateway name server." Verifying Data Quality SettingsWhen you use the optional Data Quality module, you should verify your settings for the following server components before importing files:
If you need to enable a server component, see Siebel Marketing Installation and Administration Guide. For more information about data quality configuration, see Siebel Data Quality Administration Guide.
Validating the Structure of the Incoming DataSome columns for a prospect correspond to an LOV (List of Values) or MLOV (Multilingual List of Values) field in the application. Be sure that your incoming data for these columns only use values from the LOV or MLOV. Any nonmatching values will automatically be set to NULL in the new prospect record. The date format is set by the system settings for the machine on which the Siebel Server is running. For date fields, you should make sure you use the correct date format that corresponds to the locale settings for your Siebel environment. |
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Siebel Marketing User Guide |