The systems listed helps you identify the origin of data entering 4Comply, and are used mostly with API calls for gathering consent. By default, 4Comply comes pre-configured with popular system names:
- NetSuite ERP
- MS Dynamics CRM
- Oracle Sales Cloud
Systems in 4Comply refer to any data source from where the data might come from. The system will allow to any number of systems which might include ERP, CRM, Marketing Automation tools, etc. Each system inside 4Comply will have a different priority, this priority will be used to determine which data is “more valuable” to 4Comply to determine when to overwrite data. The priority will be determined by a number, where 1 is the higher priority, then 2m then 3, and so on. There will be a default priority with a value of 100 so that data that comes with a blank system will default to that one. This data, is likely to not change any other information in the system due to its low priority.
In the Systems section of 4Comply, you can Add, Edit or Delete Systems, below is how:
The items marked with 1 and 2 are the edit and delete buttons respectively, you can add/delete as many Systems as necessary.
To add a new System, just click on the “Add New” button on the top right of the section (circled in red in the image above) and that will show you the screen to add a new Geo Map (similar screen to edit Geo Map), here’s how it should look:
In this screen, all fields are required, the first is the name of the source of the data (Eloqua, SFDC, Marketo, etc.) this field is will be used by the API, the second field would be a type of system (CRM, ERP, etc.) and the last one will be the priority. Priority is probably the most important field in this screen, as mentioned above, this value will be used to determine whether or not to update existing records with incoming data from said system. Multiple systems can have the same priority, but in general it is ideal to avoid these when possible. The process to use the System as a way to determine which data overwrites or doesn’t overwrite existing information is the system is as follows. When a new consent record is input to 4Comply, the following happens:
- If the priority value for the system on the incoming record has a lower value (higher priority) than the priority value for the system on the existing record, then the value for state and country from the incoming record should be used.
- If the priority value for the system on the incoming record has a higher value (lower priority) than the priority value for the system on the existing record then the value for state and country from the existing record should be used.
- If the priority value for the system on the incoming record has the same value, use the newest date.