Contact Manager Users Guide

Using ContactManager - Synchronize Client Database

General Information
ContactManager's "Synchronize Contacts" feature lets you import and update contacts into The ShareVantage using a comma separated value (CSV) file. So if you're already using a database to store your client information and it's capable of exporting its data to a .csv file, you can mirror that data into The ShareVantage. Any contacts you create in your client database and any changes you make will also be made in The ShareVantage. Only a Workflow account's administrator (usually the individual that created your ShareVantage account) has access to the "Synchronize Contacts" feature. Access this feature by picking ContactManager's "ContactManager / Synchronize Contacts" menu item.

"Mapping" your client database tells The ShareVantage where to copy the fields in the CSV file. The contact mapping section at the top of the "CSV Sync" dialog box consists of two panes. The left pane displays the headings (fields) used in your CSV formatted client database file. The right pane displays the fields (attributes) used in ContactManager. Those fields of your CSV file that match the ContactManager fields are automatically mapped. Those fields of your CSV file that do not exactly match the ContactManager fields are available for you to manually map. For example, a heading labeled "First Name" in your CSV file will be automatically mapped to the "First Name" field in ContactManager. However, a heading labeled "Client Number" in your CSV file will need to be manually mapped to the "ClientID" field in ContactManager.
The Contact Synchronization Plugin lets you synchronize "custom" data from your CSV database file with The ShareVantage. This means you can create custom data fields in The ShareVantage and then map fields from your CSV file to those custom data fields. Details on synchronizing custom data are discussed below.

To synchronize your client database do the following:

• Configure your client database to periodically export your client data to a CSV file. Refer to your client database's documentation to find out if it's capable of exporting to a CSV file and how to setup the export.
• While in ContactManager, click on the "ContactManager" menu and choose "Synchronize Contacts". This will display a list of Synchronization Plugins.
• Click on the "CsvFile Synchronization Plugin" then click OK. This will display the "CSV Sync" dialog box.
• Place a check in the box labeled "Enable CSV Synchronization".
• Click on the "Browse" button and select the CSV file containing your client database's exported data.
• Specify the frequency of synchronizations by selecting the desired span of minutes in the "Check for updates every..." combo-box.
• In the Mapping panes displayed at the top of the screen, view the default mapping that is established by The ShareVantage, and perform any edits or add custom data if necessary.
• Click the "OK" button to save your changes and schedule the synchronization of your client database.