There are times that you'll want to automate the process of importing data into Eloqua from sources other then standard CRMs such as SFDC or MS CRM. For example, you may have a customer database or data from your product that you want to import into Eloqua via an SFTP file. In this case, you would have your IT team setup a schedule so that the data would be posted to a secure site in a .csv file format and you would tell Eloqua how and when you wanted to import that data into the Contact table in Eloqua. All of this is outlined in the article "Eloqua 10 Data Export and Import" which is located in Eloqua's Customer Central (click in the "?" symbol in the top right hand corner when you login to Eloqua.

 

One area not covered is automating the import process of different data sources into Custom Data Objects in Eloqua10. I wanted to provide a brief overview of that process if you wanted to try this out. If you were trying to understand why you want to use a Custom Data Object, check out: Best Practice – Custom Data Object Records (Data Cards) - Definition and Recommendations for Usage

Here is an outline of the steps involved in setting up the import process (creating an Auto-Synch):

 

  1. Create the Data Source. Setup > Integration > Inbound (tab) > Create Data Sources (drop down) > Create Data Sources. Choose "Remote File Over SFTP" as the "Transfer Type", select "Data Cards" as the priority and check off the "Can be scheduled for Automatic Execution"
  2. Create the Custom Object. Contacts > Custom Objects > Events (Drop Down) > New Custom Data Object
  3. Configure the automatic upload process. Go to the Custom Object you created in Step 2. Data Card Set > Upload Data Cards. Complete the wizard. Make sure you select the right mapping and you choose a certain unique identifier. You will need the SFTP info so that Eloqua can pull in your data.

 

This wasn't meant to provide the exact step by step but to at least outline the general process. Let our Support team know if you have additional questions.

 

On a side note, there is a Cloud Connector called the Data Card Evaluator which will allow you to pull data from Data Cards into the Contact record. This is helpful if you want to send personalized emails that contain data from a Contact's associated data cards.