Add New Companies and Contacts to Eloqua

You can add companies and contacts to Oracle Eloqua by following these steps.

Topics:

• Search for Data in DaaS

• Export Data from DaaS

• Import Data into Eloqua

• Verify the Import of Data into Eloqua

• Prerequisite: Create Fields and Views in Eloqua

Watch this video to see how to find new leads from DaaS.

Note: An Eloqua administrator must create certain fields and views before users can add or enrich data from DaaS. This is a one-time task. See Prerequisite: Create Fields and Views in Eloqua.

Tasks

Search for Data in DaaS

The first step to finding companies or contacts is to search DaaS. Click Search.

See Use Advanced Search.

Export Data from DaaS

When you export data from DaaS, you select a mapping between the attributes in the search export file that you create and those in Eloqua. You can use a provided mapping or you can create a new mapping. Then, you export the company data into a file for later import.

1. From your search results, click Select Companies to Export or Select Contacts to Export.

   • Choose Export All for everything listed in the Results section.

   • Choose Export Selected for selected items in the Results section.

2. In the Export dialog, complete the fields using the descriptions in the following table:

   Field	Description
   Name	Enter a unique name for your export mapping. Consider a name that matches the name of the company or contact you are targeting; for example, company _company_export or company _contact_export. If you don't specify a name, then DAAS_COMPANY_EXPORT_ year _ month _ day _ time is applied to a company mapping and DAAS_CONTACT_EXPORT _ year _ month _ day _ time is applied to a contact mapping.
   Description	Optionally, enter a description for the export mapping.
   Mapping	Select a Marketing Cloud mapping from the list. For most match export jobs, you can use the default MarketingCloudCompanyMatch for companies, MarketingCloudContactMatch for contacts or MarketingCloudContact&CompanyMatch for both. Default mappings set by the administrator cannot be edited or deleted. See Edit Marketing Cloud Mappings. If you need to add fields, you can create a new mapping by clicking Create Mapping then selecting Marketing Cloud from the Template Type list. Note: New mappings are created using the existing Marketing Cloud template map definition. You may want to create a new mapping if you only need a subset of the provided attributes, or if you created a custom attribute in Eloqua that you need to map to a DaaS attribute.

   The Create Mapping page displays with the attributes discovered in your search of DaaS. Now, you must map those attributes to the attributes in Eloqua. When you select the Marketing Cloud template, DaaS automatically maps the discovered attributes to those in Eloqua.

3. Use the following elements to complete the mapping:

   Element	Description
   Name	Enter a unique name for your export mapping.
   	Click this icon to remove any attributes you don't want.
   Add Attribute	Use this to add any attributes you extended in Eloqua. Or, add an attribute mapping that you accidentally removed but that you still want added. For each drop-down list displayed, select the attribute or object. See Edit Marketing Cloud Mappings for information about Marketing Cloud attributes.

4. Click Save & Select. The Select Mapping dialog appears.

5. From the Mapping list, select the mapping that you just created, and click Download to save the file to your local drive.

6. When prompted, save the file to a location on your machine in CSV format.

7. View the contents of the file to see the number of records.

Import Data into Eloqua

Next, import the CSV file into Eloqua:

1. In Eloqua, from the Contacts tab, navigate to Contacts, and click Upload.

   

2. Upload the contact file you downloaded from DaaS.

   

3. Review the mapping.

   

4. Enter your email address, select to receive confirmation email for upload, and click Finish.

   

   There are two ways to store data in Eloqua:

   1. Store both contact and company attributes on the contact record in Eloqua.

   2. Store contact attributes on the contact record, and store company attributes on the account record, using the DUNS Number to connect them.

   If you already uploaded both the contact and company data into the contact records, then there's no need to proceed with finding the company.

To additionally find the company associated with this new contact, follow these steps:

1. Prepare the file to find companies in DaaS.

   

2. Upload the file with the DUNS number for matching.

3. Perform company match based on the DUNS number.

4. Export the results, and save the file to your machine in CSV format. Downloaded company record:

   

5. In Eloqua, from the Contacts tab, navigate to Accounts, and click Upload.

   

6. Upload the accounts.

   

7. Review the mapping.

   

8. Enter your email address, select to receive confirmation email of upload, and click Finish.

   

Verify the Import of Data into Eloqua

To check that the company or contact data from DaaS imported successfully, view the uploaded record in Eloqua; for example:

Prerequisite: Create Fields and Views in Eloqua

An Eloqua administrator must create certain fields and views before users can add or enrich data from DaaS. This is a one-time task.

First, add the following DaaS fields to Eloqua:

Object	Display Name	Data Type	Field Type	Description
Contact	DaaS Person ID	Text	Textbox	The unique ID of the contact in DaaS, used to look up the same contact in DaaS in the future for updated contact data.
Company	DaaS Company ID	Text	Textbox	The unique ID of the company in DaaS, used to look up the same company in DaaS in the future for updated contact data.
Contact	DUNS Number	Text	Textbox	The unique D&B ID of the company on the contact record.
Company	DUNS Number	Text	Textbox	The unique D&B ID of the company on the company record.

Note: If you store contact attributes on the contact record and company attributes on the account record, then you must create the DUNS Number field twice: once for contacts and once for companies. This connects the two records together.

1. Log on to Eloqua, and from the wrench icon, select Setup.

2. Select the Fields and Views tab.

   

3. On the Fields tab, click the + button to add a field. Select the type of field (Contact or Account) as shown at the beginning of this task.

   

4. Enter the Display name, Data type and Field type for that field as shown at the beginning of this task, and click Save.

   

5. Repeat until you have entered all four fields shown at the beginning of this task.

Next, on the Views tab, add the DaaS for Sales views to Eloqua.

1. Click the + button and select to add either a contact view or an account view.

2. Add fields to the view by entering the view name and selecting the type of field (contact or account).

   Then enter the type of field you want to add (like DaaS Person ID), and click Add.

   

3. Click Save, so that you can use the view when adding companies and contacts from DaaS.

   

The following views should exist in Eloqua for users to add or enrich data from DaaS.

DaaS Company View

Field Name	Description
DaaS Company ID	Custom field to capture unique ID of contact from DaaS
Eloqua Company ID	Eloqua unique company ID
Company Name	Eloqua standard field
Address	Eloqua standard field
Address 2	Eloqua standard field
City	Eloqua standard field
State or Province	Eloqua standard field
Zip or Postal Code	Eloqua standard field
Country	Eloqua standard field
Business Phone	Eloqua standard field
Fax	Eloqua standard field
DUNS Number	The unique D&B ID of the company on the company record.

DaaS Contact View

Field Name	Description
DaaS Person ID	Custom field to capture unique ID of contact from DaaS
Eloqua Contact ID	Eloqua unique contact ID
Salutation	Eloqua standard field
First Name	Eloqua standard field
Last Name	Eloqua standard field
Title	Eloqua standard field
Email Address	Eloqua standard field
Business Phone	Eloqua standard field
Address 1	Eloqua standard field
City	Eloqua standard field
State or Province	Eloqua standard field
Zip or Postal Code	Eloqua standard field
Country	Eloqua standard field
Company	Eloqua standard field
DUNS Number	The unique D&B ID of the company on the contact record.

Note: If you're storing contact attributes on the contact record and company attributes on the account record in Eloqua, then make sure that you have the DUNS Number field in both contact and company views to connect the two records together.