When you import data into Engage+, the platform runs the data through a parsing and validation step to ensure that the values are clean, valid, and usable. This topic describes the different parsing rules for the different Data Types.
The platform will validate input values based on the Data Type, such as making sure Integer, Date / Time, Money, and Big Integer fields contain only valid numeric characters.
All of the Data Type errors are reported on as warnings during the import process. You can create an Exception Export (see Exports for more details) that contains details of the records that encountered these Data Type errors. This Export includes the original values and line numbers, so you can correct any issues, and retry the import if desired.
Additionally, fields can be set up with Field Restrictions to allow only certain, specified values into the database. For example, you could set up Field Restrictions on a "State" field to allow only the valid U.S. Post Office two-letter state abbreviations. If any records came in which did not match this set of valid values, the value would not make it into the database. See Set Field Restrictions for more details.
For Integer fields, the value must be a whole number or a negative whole number. Any leading zeros are stripped. Any records containing a string are rejected.
For Date / Time fields, the platform accepts any valid SQL Server date / time format. Values in other formats are rejected. If no time is specified, the system defaults the time to Midnight.
The acceptable Date / Time formats are as follows:
M/D/YYYY
MM/DD/YYYY
M-D-YYYY
MM-DD-YYYY
YYYY/MM/DD
YYYY-MM-DD
Additional data cleansing is done during the import process for fields that are set with a Data Type of "Phone." The additional data cleansing is intended to make the phone number a valid number to be sent SMS Text messages. As such, all non-numeric characters are removed, and if the number is then exactly ten digits long, the system will add a leading "1" to the number for texting in the U.S. This leading "1" is added only to U.S. phone numbers; any international numbers are left unchanged.
Messaging can perform simple validation and cleansing for fields that are set with a Data Type of "Email." This feature is not enabled by default and must be enabled for each client account. When enabled, different levels of cleansing and validation can be selected. These options are configurable as the regions of the world have different requirements.
Note: The recommended configuration setting is to enable the "Cleansing - General" and "Domain Cleansing - General" cleansing rules and the "Validation - General" validation rules. All of the available configuration settings are described below in more detail.
Email cleansing checks the incoming email address, and modifies the data based on the cleansing rules in an attempt to convert it into a syntax-correct email address. If successful, the corrected email address is then loaded to the database. The available email cleansing options are as follows:
Rule |
Description |
Usage Options |
Cleansing - General |
General cleansing to:
|
You can select to use either the "General" or the "Strict" Cleansing rules. |
Cleansing - Strict |
Same as "Cleansing - General" rules, plus email address must begin with any of the following: -+_$ or 'A-Z' or 'a-z' or '0-9' and then can include .@!&'*/=?^|~#+ View exampleView example Input: joe.smith!@cheetahdigital.com Becomes: joe.smith@@cheetahdigital.com |
|
Domain Cleansing - General |
Domains must not contain $&*/=?^| View exampleView example Input: joe.smith@cheetahdigital$.com Becomes: joe.smith@cheetahdigital.com |
You can select to use either the "General" or the "Strict" Domain Cleansing rules. |
Domain Cleansing - Strict |
Same as "Domain Cleansing - General" rules, plus domains must not begin with any of the following: -$%&+/=?^{}|`* and then can include hyphen (-) View exampleView example Input: joe.smith@&cheetahdigital.com Becomes: joe.smith@cheetahdigital.com Input: joe.smith@cheetahdigital-us.com Becomes: No change; valid email |
|
Gmail |
Valid Gmail handles must start with a letter or number and then contain only characters within 'A-Z,' 'a-z,' '0-9,' or hyphen (-), underscore (_), period (.), and plus-sign (+). Note: Gmail does not recognize “.” as characters within user names. You can add or remove the “.” from a Gmail address without changing the actual destination address; they will all go to the same inbox. For example: "j.smith" or "jsmith" are the same Gmail address. |
You can either enable or disable the Gmail cleansing rules. |
Email validation checks the incoming email address to confirm that it is valid against specific rules, including syntax, domain, role accounts and some ISP rules. If the email address does not pass validation, the email address is rejected and it will not be loaded to the database. If the email address is the Unique Identifier for the table to which it is being imported, the entire record will be rejected and not loaded. If the email address is not the Unique Identifier, the email address will be rejected, but the other attributes will still be loaded.
Rule |
Description |
Usage Options |
Validation - General |
Handles must begin with any of -+$&*^=/`{}%|?~'_ or 'A-Z' or 'a-z' or '0-9' and then can include !.# (but no contiguous .) |
You can select to use either the "General" or the "Strict" Validation rules. |
Validation - Strict |
Handles must begin with -+$_ or 'A-Z' or 'a-z' or '0-9' and then can include !&'*/=?^|~#. (but no contiguous .); domain parts must begin and end with 'A-Z' or 'a-z' or '0-9' and in between can include dash (-) or underscore (_) |
|
Top Level Domain |
Perform a top level domain (TLD) database look-up during load. A list of valid top level domain names can be found at:
|
You can either enable or disable the Top Level Domain Validation rules. |
Spam Trap |
Spam Traps are fictitious email addresses used to entice and entrap spammers. These should be blocked from being loaded or deployed to.
|
You can either enable or disable the Spam Trap Validation rules. |
Role Address |
Role email addresses are blacklisted at the request of several ISPs. Role addresses are defined by ISPs. A global list of role addresses should be maintained, but can be overridden on a client or sub-account setting if the client’s business model requires mailing to these addresses.
|
You can either enable or disable the Role Address Validation rules. |
Defunct Domain |
Email domains that no longer exist. |
You can either enable or disable the Defunct Domain Validation rules. |
Yahoo |
Valid Yahoo! handles must:
|
You can either enable or disable the Yahoo Validation rules. |
America Online (AOL) |
Valid AOL handles must:
|
You can either enable or disable the AOL Validation rules. |
Hotmail |
Valid Hotmail handles must:
|
You can either enable or disable the Hotmail Validation rules. |
MSLIVE |
Valid MSLIVE handles must:
|
You can either enable or disable the MSLIVE Validation rules. |
MSN |
Valid MSN handles must:
|
You can either enable or disable the MSN Validation rules. |
Japan |
Japan (disney,disney.mobile,docomo,ezweb,ido,jp-(c,d,h,k,n,q,r,s,t),sky.(cdp,dtg,kdp,tdp,tkc,tkk,tuka),softbank,vodafone.ne.jp) handles must:
|
You can either enable or disable the Japan Validation rules. |
Netease |
China - Netease (163.com, 126.com, yeah.net) handles must:
|
You can either enable or disable the Netease Validation rules. |
Netease_VIP |
China - Netease VIP (vip.163.com, etc) handles must:
|
You can either enable or disable the Netease_VIP Validation rules. |
TENCENT |
China - Tencent (qq.com,foxmail.com) handles must:
|
You can either enable or disable the TENCENT Validation rules. |
SOHU |
China - Sohu handles must:
|
You can either enable or disable the SOHU Validation rules. |
SINA |
China - Sina handles must:
|
You can either enable or disable the SINA Validation rules. |
SINA_VIP |
China - Sina (VIP) handles must:
|
You can either enable or disable the SINA_VIP Validation rules. |
TOM |
China - Tom handles must:
|
You can either enable or disable the TOM Validation rules. |
21CN |
China - 21cn handles must:
|
You can either enable or disable the 21CN Validation rules. |
21CN_VIP |
China - 21cn (VIP) handles can contain spaces. They cannot be all numeric; they must be from 4 to 20 characters. |
You can either enable or disable the 21CN_VIP Validation rules. |