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Version: 6.18 (draft)

Contact input

This plug-in can be used in transformations to export contacts from ConSol CM to another system.

The following settings are available:

  • Step name: Specify the name of the transformation step. The default name is the name of the plug-in.

  • Customer group: Select the customer group whose contacts should be exported.

  • Contact object: Select the company or person object of the contact data model. The contact fields of the selected object can be exported.

  • ID for export: Enter the name of the field which contains the ID of the contact retrieved in the previous transformation steps. If an ID is provided, only the particular contact with the given ID is exported.

  • Contact state: Select which contacts should be exported. The available options are:

    • All contacts: Active and deactivated contact are exported.
    • Only active: Only active contacts are exported.
    • Only deactivated: Only deactivated contact are exported.
    • Outgoing fields: In this column, all available input fields are shown according to the selected contact model. Click the Preview outgoing fields button to view the fields.
info

You cannot edit the fields here. If you want to remove fields, you can do so in subsequent output steps.

  • Type: In this column, the data type of the fields is displayed.

In addition to the data fields, some standard fields are exported:

  • Unit-CustomerGroup: This column contains the customer group.

  • Unit-Deactivated: This column contains true for deactivated contacts and false for active contacts.

  • Unit-TrackUserName This column contains the name of the CM/Track user profile assigned to the contacts (only persons)

  • Unit-UnitCustomerDefinitionName: This column contains the name of the contact data model.

  • Unit-UnitDefinitionName: This column contains the name of the contact object.

  • Unit-UnitId: This column contains the ID of the contact.