Batch Interaction and Activity Management

While it can often be most effective to manage your Interactions and Activities through the Database Tool, Slate also gives you the ability to batch manage this data. This functionality can be especially useful when you are transferring data to Slate from an external system. Use the batch management process to:

  • Edit and organize your existing Interactions and Activities
  • Insert new Interactions and Activities
Activating the Interaction and Activity Source Format

Add this format to allow using the Upload Dataset tool to batch manage Interaction and Activity codes.

  1. Select Database on the top navigation bar and select Source Format Library.
  2. Add the Interaction and Activity Import (Excel) source format.
Downloading Existing Interactions and Activities

Download your current Interaction/Activity data into the required Excel format using the Standard Query Library.

  1. Select Database on the top navigation bar and select Standard Query Library.
  2. Select the Current Activities and Interactions List query.

    The Results page displays all Interactions and Activities (including precise configurations) that you are currently storing in Slate.

  3. Select Download to Excel in the top right-hand corner.

    In the Excel file, each row contains a unique Interaction or Activity, and each column contains the corresponding configuration settings in Slate.

Editing Existing Interactions and Activities

You can edit existing Interactions and Activities in the Excel file. For example, to add Export values to all Interactions, add that data to the Excel file.

Important

Don’t Edit the Code! When you upload your edits, Slate will use the Code column to match your data with the existing Interactions or Activities. You may edit or update any of the other columns, but changes to the code causes Slate to create a new Interaction with the new code.

Adding new Interactions and Activities

You can add new Activities and Interactions to the Excel file. If you need to add more Activities and Interactions to your database, add new rows to the Excel file and provide configuration settings.

  What columns must be included?

To add a new Interaction, you must provide values for the Code, Type, and Label columns. You may include values for any of the other columns as well.

Uploading Changes

Upload the Excel file using Upload Dataset. Be sure to save the edits made to the Excel file before uploading it into Slate.

  1. Select Database on the top navigation bar and select Upload Dataset.
  2. Enter the following User configurations:
    • File Format: Select the Interaction and Activity Import (Excel) format. (This is the format you activated from the Source Format Library.)
    • Folder: Select an existing folder, if desired, or select Other to add a new folder.
    • Upload: Add the Excel file to this area by selecting Add Files and locating the desired file, or by dragging and dropping the file into the upload area.
  3. After adding the files, select Upload.

Slate imports the data and batch updates the included Interactions and Activities. Slate also creates new Interactions and Activities for any new data codes added.

Important

Once the import has completed, the Status will update to Completed. This source format is special and does not update person or dataset records, so the Rows Imported value displays zero.

Rest assured that if the import's status is Completed, the data was updated. Be sure to check the Interactions/Activities to confirm the changes.

 Just Need to Add New Interactions?

Use the blank Excel file (link provided below) to add the new prompts (remember to leave the ID column blank) and then upload the file through Upload Dataset.

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