4
Verify Configura on
Are Auto Synchs properly configured?
Send email on success is UNCHECKED
Send email on failure is CHECKED
Filter has appropriate criteria
Field Mapping - Correct match field is selected
Field Mapping - Correct fields are selected and mapped properly
Upload Ac ons - Records are saved to an appropriate Shared List/CDO
Upload Schedule - Auto Synch will run at the necessary mes to support
Marke ng Ac vi es
Is the Data Priority arranged properly? (Bulk API, Get Accounts, Get Contacts,
Get Leads, Third-party data, Eloqua Report, Remote File
over SFTP, Manual upload)
Inbound
Import named logically?
Priority Source is set to Remote File Over SFTP?
Import Purpose matches source files intended use case?
Source is set to correct SFTP server?
Path is set to the appropriate file?
Schedule matches clients specified me (may be set during walkthrough call)
No fica on is set for Errors only and email has been provided by client? (email
may be provided during walkthrough call)
Fields mapped according to field mapping spreadsheet?
Match field is correct unique id for the given en ty?
Imports [Audience > Tools > Data Export and Import]
