Contact-list updates
From Agnitio WIKI
Agnitio facilitates updates of the contact-lists that end-users see in their Agnitio iPlanner or Agnitio Planner. As part of the typical service, Agnitio covers 2 target-list updates for each end-user per year, but more can be occommodated. target-lists are submitted to Agnitio from the customer in csv- or xls-format, in accordance with the guidelines found on this page. The customer should submit one list of contacts per user, or per group of users that need access to an identical list.
Manual CSV-based List-updates
- Individual csv/xls-files are produced for each user
- The files are submitted to Agnitio Support
- The files are assigned to each user in the Agnitio Manager
- The new or updated lists are pushed out to the user the next time the user connects
Automatic SFTP-based List-updates
- Individual csv/xls-files are produced for each user as an automated process from a CRM-system, or similar source
- The files are uploaded to a specified SFTP-site
- The files are assigned to each user through an automated process
- The new or updated lists are pushed out to the user the next time the user connects
- This process allows for a much more dynamic list-update
