MaritzCX Import Sample

NOTE1: Only CSV files from MaritzCX can be imported.

NOTE2: An Authentication Key is required in all sample files.  If there is not an Authentication Key in the sample file, you will receive an error.

NOTE3: To Deploy the study live after importing the sample, Click Here for more information.

Import Process

1. Click on the Project Setup tab
2. Click Create Sample
3. Click Import Sample
4. Select a Registered MaritzCX project from the Project drop down menu if different than the prefilled project name
5. Click the “Reload” button (arrowed circle)
6. Select either Upload Sample, Previously Uploaded Sample, or Import MaritzCX Sample from the drop down menu
   1. If Upload Sample is selected from the Select Source drop down menu
      1. Choose the file to upload
      2. Click the “Upload” button
   2. If Previously Uploaded Sample is selected from the Select Source drop down menu
      1. Select the Existing Sample File from the drop down menu
   3. (See Import Sample Workflows for more information on CSV file type requirements)
   4. If Import MaritzCX Sample is selected from the Select Source drop down menu
      1. Choose the sample file to use for the project
      2. The file will be downloaded from MaritzCX into the project directory
7. The default shop file is automatically loaded with the settings displayed on the screen
   1. Select the shop file from the Select Shop File drop down menu if a different shop file should be used
8. Click the “Load File” button
9. Edit the Calling Parameters as needed by clicking on “Edit”
   1. See the Edit Phone Parameters screens below
   2. Knowledge of phone parameters is required
   3. You have the option to load in a market file or to set your markets manually
   4. You have the option to use existing DNC files or upload study-specific DNC files
      1. Study specific DNC files that already exist are automatically used
      2. You have the option to upload additional DNC files as needed
   5. Click the “Save Changes” button
10. Edit the Import File Map as needed by clicking on “Edit”
    1. See the Edit Import File Map screen below
    2. You can modify the field widths so that any additional sample files loaded will use the set width as originally built each time
       1. Useful for delimited files where the column widths can vary
    3. Click the “Save Changes” button
11. Click the “Import Sample” button to build the fone file
12. The Fonebuld return log will display on the screen after a successful fonebuld
13. Click the “Download” button to download the files to your desktop

Edit Phone Parameters Screens

Markets can be imported. You have the option to manually set your markets, upload a market file or use a previously uploaded market file. Markets are set up and used to control the release of sample. Markets normally coincide with Quotas.

1. Select either Upload Sample or Previously Uploaded Sample from the Select Market Source drop down menu
2. If Upload Sample is selected from the Select Source drop down menu:
   1. Choose the file to upload
   2. Click the “Upload” button
3. If Previously Uploaded Sample is selected from the Select Source drop down menu:
   1. Select the Existing Sample File from the drop down menu
4. Select the Market field from the drop down menu to map to the Select Market Variable

DNC files can be imported. You have the option to use previously uploaded DNC files, upload a study specific DNC file, or not use DNC files at all. Study specific DNC files that already exist are automatically used.  You can upload additional DNC files as needed.

1. If uploading a study specific DNC file:
2. Select Upload Do Not Call File from the drop down menu
   1. Choose the file to upload
   2. File must be in the correct DNC format
   3. See DNC Upload  and DNC Manage for more information
   4. Click the “Upload” button
3. If using previously uploaded DNC files from the displayed list:
   1. Previously uploaded DNC files are those that have been uploaded during the DNC Upload process
   2. See DNC Upload and DNC Manage for more information
   3. Select the check box next to each previously uploaded DNC file to use
   4. Uncheck the check box next to each previously uploaded DNC file to deselect it
4. If not using DNC files select the Do Not use Do Not Call files check box
5. Click on the “Save Changes” button to submit all changes

Edit Import File Map Screen

The output widths and Optional Survox Variables can be modified.