Do you use Invoca Marketing Data fields, but sometimes capture that data through a proprietary or third-party system that isn’t integrated with Invoca? If so, you can still send that data to your Invoca account using Marketing Data File Upload.
Your first step is to export your call data from your third-party system into a CSV or spreadsheet file. Since this phone call data needs to connect to your call records in your Invoca account, please make sure you are only uploading data about calls that Invoca drove. If you need help exporting this data, please refer to your third-party system’s documentation.
You can choose between the following datasets to upload to your Invoca account:
That’s it! As soon as you click Proceed, Invoca will display a status bar indicating the progress of your upload. Once the entire file is processed, you can view the results of the upload in the upload history table.
If uploading your Marketing Data doesn’t work correctly on the first try, that’s okay! If any errors result from your file upload, you’ll see an error message with a link to download the error results, so that you can see which row(s) of the spreadsheet caused the error, with explanations of how to correct them.
Some file upload errors are caused because the data in the spreadsheet doesn’t match a format Invoca can read. For help resolving these errors, see Additional tips to format data in your Signal File Upload spreadsheets.
If you’d like more help troubleshooting errors in your Marketing Data file upload, don’t hesitate to contact our friendly Customer Success team by clicking the Contact Support button below.