ID

This is a unique column that identifies each account separately. The Account ID column will be used as a key to join to other objects as well as dedupe your Accounts Universe. The column mapped as ID may be re-used in later pages to map to other fields.

String

Y

Other ID(s)

This page allows you to map other ID columns on the Account. The Other IDs are used as a reference during campaign launch to other systems. You are allowed to give a display name, system name from which the ID is pulled and map the column in the file. You are allowed to re-use your ID field here. You are allowed to have more than one Other ID. 

Example:

If you plan to launch plays to other systems such as Marketo using Atlas Campaign workflow, you are required to provide the Marketo ID as a Other ID on this page.

String

N

Website

The domain or URL of the Account’s business. You may also provide email addresses. This field is used for matching to Lattice Data Cloud (LDC). This field is optional when Company Name or DUNS are provided.

String

N

Company Name

The registered or trade style name of the business. This field is used for matching to Lattice Data Cloud (LDC). This field if optional when the Website or DUNS are provided.

String

N

City

The name of the City where the Account is located. This field is used in matching to LDC.

String

N

State

The name of the State where the Account is located. This field is used in matching to LDC.

String

N

D-U-N-S

A unique nine-digit identification number of the physical location of the business. It is obtained from Dun & Bradstreet. It is used for matching to LDC. This field is optional when the Website or Company Name are provided.

String

N

Phone Number

The registered contact phone number of the business.

String

N

Country

The name of the Country where the business is physically located. This field is used for matching to LDC. The field is mandatory when the Company Name is provided. If not provided, Atlas will default the field value to “USA”.

String

N

Postal Code

The Postal Code (zip code) of the physical location of the business. This field is used for matching to LDC.

String

N

Type

Used to associate a type to the Account.

String

N

Account Business Segment

Used to associate a business segment to the Account. Customers usually use this field to combine Accounts into few groups to compare.

String

N

Longitude

The geo coordinate of the physical location of the business.

String

N

Latitude

The geo coordinate of the physical location of the business.

String

N

Industry

The industry name in which the Account runs its business.

String

N

Estimated Yearly Revenue

The annual sales revenue of the business.

Number

N

Estimated Yearly Revenue

Currency

The currency used by the business for trade.

String

N

<Custom Attributes>

This page allows you to bring all the 1st party data on the Account and make them available on Atlas. You may also choose to ignore any field from your file on this page. Once the field is mapped, the field's data types have to be be correct. Incorrect mapping of the field’s data type can result in blank values or even failure of the Import job.

String,

Number,

Boolean

N

Unique Contact ID

This is a unique column that identifies each contact separately. The column mapped as ID may be re-used in later pages to map to other fields.

String

Y

Unique Account ID

The Account ID column will be used as a key to join your Contacts with the Accounts object. This should match the Account ID column mapped while importing Accounts. Contacts that do not map to an Account may not be usable on Atlas.

String

Y

Other ID(s)

This page allows you to map other ID columns on the Contact. The Other IDs are used as a reference during campaign launch to other systems. You are allowed to give a display name, system name from which the ID is pulled and map the column in the file. You are allowed to re-use your ID field here. You are allowed to have more than one Other ID. 

Example:

If you plan to launch plays to other systems such as Marketo using Atlas Campaign workflow, you are required to provide the Marketo ID as a Other ID on this page.

String

N

First Name

First name of the Contact.

String

N

Last Name

Last name of the Contact.

String

N

Title

Title or Designation of the Contact within the Organization.

String

N

Email

Email address of the Contact.

String

N

Lead Status

Status of the Contact based on the journey stage.

String

N

Lead Type

Used to associate a type to the Contact.

String

N

Lead Source

Used to identify the source from which the lead was generated.

String

N

Created Date

System Creation date of the Contact.

Date

N

Last Modified Date

Latest date on which information of the Contact was modified.

Date

N

Has Opted Out of Phone Calls

Indicates if the Contact has opted-out of phone communications.

Boolean

N

Has Opted Out of Email

Indicates if the Contact has opted-out of email communications.

Boolean

N

<Custom Attributes>

This page allows you to bring all the 1st party data on the Contact and make them available on Atlas. You may also choose to ignore any field from your file on this page. Once the field is mapped, the field types have to be made sure. Incorrect mapping of the field’s data type can result in blank values or even failure of the Import job.

String,

Number,

Boolean,

Date

N

Product ID

This is a unique ID that identifies the SKU of the transaction. It is also used to join with the Product’s Table. Refer the Product Bundle and Product Hierarchy sections for more info.

String

Y

Account ID

The Account ID column will be used as a key to join Transactions with the Accounts.

String

Y

Contact ID

The Contact ID uniquely identifies the Contact associated with the Transaction.

String

N

Transaction Date

The date of the purchase made by the customer on that SKU or Product.

Date

Y

Amount

The value of the transaction.

Number

Y

Quantity

The number of units purchased by the customer on that SKU or Product.

Number

Y

Cost

The cost of transaction or cost of goods sold.

Number

N

ID

This is a unique ID that identifies the SKU. It is also used to join with the Product Purchases Table. Refer the Product Purchase sections for more info.

String

Y

Product Level 1

This is the highest level of the hierarchy.

String

Y

Product Level 2

This is the second highest level of the hierarchy.

String

N

Product Level 3

This is the third highest level of the hierarchy. This level forms the last parent level before the SKUs.

String

N

ID

This is a unique ID that identifies the SKU. It is also used to join with the Product Purchases Table.

String

Y

Name

This is the actual Bundle name.

String

Y

Description

This is any description you want to attach to the Bundle.

String

N