ROI has the unique ability to merge data from multiple CRM systems and flat files. Disparate data is unified in ROI tables, which allow for a singular view of all customer data. Tables must first be setup before data can be imported because the table columns determine where the incoming data will live in ROI. The destination column on an import is a direct correlation to the available fields setup on the table. If the field is not available on the table, it can't be mapped and imported into ROI.
There are eight system generated tables available to import your data into, but custom tables can easily be created.
System generated tables:
- CompanyByStage (Lifecycle related)
- ContactsByStage (Lifecycle related)
- ContactsByStageMovement (Lifecycle related)
- Anonymous Visitors
- Order Source Data
- Sales Activity
- Purchasing Data
ROI uses a field on the Contacts table called "ID". ROI automatically assigns an unique identifier to every Contact in your ROI account upon import. This unique identifier is stored in a ID field along with all the Contact information. Because the ID field is a system generated field, you cannot change it's name, nor can you assign a value to it. Sometimes you will see this ID on the Contacts table referred to as "ROIID" or "Contacts.ID".
All tables have six columns to house data, but you can have many fields within one table. Columns are consistent in every table, but you can add and delete fields as needed.
Columns: Required, Name, Description, Type, Length, Case Sensitive, Default Value.
Required (checkbox): Only check if data is required in the field.
Name: Column name also known as field name.
Description: Include any helpful information relating to column data. This is only for your reference.
Type: Determine the type of data you will import into the column. There are 11 field types:
- Date & Time
- Number (1, 2)
- Number (1.000, 2.0000)
- True or False
Length: The default length is 50 characters for a Text field. You can input up to 4,000 characters in the length field.
Case Sensitive: Only check if data is case sensitive.
Default Value: If the field is blank the system will populate with the default value. You can leave the default value blank.
You can add and remove columns, but use these features with extreme caution so that existing data is not jeopardized. When creating mapping in an import the source columns must have a matching destination column which can be found or created in tables.
To create a custom table click the Create New Table button.
Enter the Name, Description, and folder and Click Save.
Once you click Save all system generated fields will appear, which cannot be edited or deleted. These fields are included in both system generated tables and custom tables.
Learn more about ROI Tables.