Contact Database

When the Source Type (go to Source Types for more information) is set to Contact Database in the General tab (go to General Overview for more information), the Target tab will be as shown in the figure below here.

Figure 1 - The Target tab when Contact database is selected

• Project ID – type in here or select the project ID of the target.
• Execution Mode - this property is available except when the Source is set to either Respondent Data or Survey Database and the same project is selected as both Source and Target. When the property is available you can choose between three modes, listed below. In all the modes the user will be asked to provide a key (see Key field below).

• Update Data - records from the source will update any matching records in the target database. The selected key field will be used to match records from the source to records in the target database. Any records in the source database that do not match the selected key fields in the target will be ignored.
• Append Data - the records from the source will be added to any data that already exists in the target database. If a key field is selected, and there is a match in the key field between data in the source and the target, that data will not be added again. If there is no key field selected, the records of the source database will be appended each time to the target database.
• Merge data - a combination of updating and appending of records will be executed. The selected key field will be used to match records from the source to records in the target database. Records from the source database will update matching records in the target, and any records not matching the selected key field will be appended.
• Delete Data - When the Action tab contains an action script that includes the DeleteCurrentResponse() or the DeleteCurrentResponseAndRespondent() function, selecting Delete Data will perform the specified action. DeleteCurrentResponse() will delete the responses from the survey database that are selected by the filter currently applied in the Source tab. DeleteCurrentResponseAndRespondent() will delete both the responses from the survey database and the respondents from the respondent database that are selected by the filter currently applied in the Source tab. Note that if you continue with this action, the selected responses and/or respondents will be permanently removed from the databases and cannot later be retrieved.
• Delete Data (Contact Database) - When the Action tab contains an action script that includes the DeleteCurrentContact()function, selecting Delete Data will perform the specified action. DeleteCurrentContact() will delete the contacts from the contact database that are selected by the filter currently applied in the Source tab. Note that if you continue with this action, the selected contacts will be permanently removed from the database and cannot later be retrieved.
• Key field - appears when Execution Mode is available. The key field must exist in the source and the target, and is used as a unique identifier to indicate which records are to be updated and which are to be appended. You may choose as the key field any survey variable that has a unique value for each respondent. Typical key fields can be an email address or a customer number, though if a field "Email" exists in the Source and Target this will be set as default.