External List Management in CRM 

Use

You can create and maintain external lists in CRM by acquiring specific data from external providers and using this data to gain new business partners. The data from external providers could include information on:

·        Business partner addresses

·        Marketing attributes of business partners

·        Business transactions-related information, such as activities and leads

·        Survey details

External List Management involves procuring external data, defining mapping formats, checking and preparing the data, updating existing data, creating business partners, using these business partners in marketing campaigns, and analyzing (reporting) the methods used.

Activities

·        Mapping Formats in ELM

You use the mapping tool to maintain mapping formats in External List Management (ELM). You need to maintain a mapping format to map data while maintaining external lists. The external list can be mapped directly to the SAP Business Partner structure.

Using the mapping tool you can:

¡        Maintain the mapping format name, description, and type

¡        Preview a row from the external list file in the SAP user interface by:

§         Specifying the path of the file

§         Specifying the separator type from a predefined list

§         Specifying the escape character

§         Choosing the row to be previewed by appropriately entering the preview row number in the field Preview Row

¡        Map the source fields to the target structure fields by choosing the Map Field option

§         When mapping multi-value marketing attributes, you can map the same field more than once.

§         If the marketing attribute set allows you to map to either a person or an organization, you can make the appropriate choice under BP Type.

¡        Maintain advanced mapping rules. To do this, you can use the Expand Advanced Mapping Rules option.

For more information, see Mapping Fields and Mapping Rules.                                                                     

·        External List Actions

You can create, update, and maintain external lists in CRM. You can enter and maintain the following data:

¡        Basic data

¡        Create and maintain external lists

¡        Texts

¡        Data after mapping

¡        Key figures

For more information, see External Lists in CRM.