Search  
   
Browse by Category
Marketcircle KB .: Daylite 3.x .: Importing .: Importing XML Web Leads

Importing XML Web Leads

This feature is help you collect contact data from a web page and import that data into DayLite.

Components
  • The HTML page which contains fields, a form and a submit button.
  • The CGI (or PHP) script that takes the HTML form data and saves into a distinct file in either the Apple ASCII Property List format or XML Property List format.
  • The Thank-you HTML page
  • The DayLite Web Lead Importer

You can find examples by downloading this folder

Data Format
Each file must be named uniquely using the number of seconds since 1970 (Unix epoch time) with no extension. We use this date as the creation date.

Here is what the data looks like in the 'Keep me updated' example (in simple property list representation)

 {
     "addGroup1" = "Keep Updated";
     "lastname" = "Smith";
     "firstname" = "Mark";
     "defaultElectronicAddress.url" = "mark@smith.com";
 }

Here is the same data in XML property list representation


<?xml version="1.0" encoding="UTF-8"?>
< !DOCTYPE plist PUBLIC "-//Apple Computer//DTD PLIST 1.0//EN" 
"http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
        <key>addGroup1</key>
        <string>Keep Updated</string>
        <key>defaultElectronicAddress.url</key>
        <string>mark@smith.com</string>
        <key>firstname</key>
        <string>Mark</string>
        <key>lastname</key>
        <string>Smith</string>
</dict>
</plist>

The CGI script that we include in the example produces data files in the simple property list format.


Data Format in Developer Speak
Each entry is a separate file, each file contains a dictionary of strings. In Cocoa, this is an NSDictionary with the keys and values that are NSString. Each filename is the double value of an NSCalendarDate (timeIntervalSince1970).


Data Dictionary
The following is a list of keys that the XML Web Lead importer will understand:

Special Keys
customForm.name - The name of form if one is created
addCustom.[field name] - The form field name, cannot have a duplicate
addNote.title - Title of a note
addNote.content - ASCII contents of a note
addGroup1 - The first group to add the contact in
addGroup2 - The second group to add the contact in
addKeyword1 - First keyword to set on the contact
addKeyword2 - Second keyword to set on the contact

Contact
firstname
lastname
middlename
salutationString - Mr., Mrs, Dr., etc...
suffix - Ph.D., PhD, Jr., Sr., etc...
tagline

Contact Phone & Email
defaultPhone.phoneNumber - First phone
defaultSecondPhone.phoneNumber - Second phone
defaultElectronicAddress.url Email address - used for uniquing

Contact Address
defaultGeoAddress.typeString - Address Type - Home, Billing etc...
defaultGeoAddress.street
defaultGeoAddress.city
defaultGeoAddress.state - or Province
defaultGeoAddress.country
defaultGeoAddress.postalCode - ZIP

Contact Extra Fields
extra1
extra2
extra3
extra4
extra5
extra6
extra7
extra8
extra9
extra10
extra11
extra12


Role
defaultRole.name Job Title - President etc...
defaultRole.department

Organization
organization.name
organization.tagline
organization.tickerSymbol
organization.industryType.name The industry


Organization Address (similar to contact)
organization.defaultGeoAddress.typeString
organization.defaultGeoAddress.street
organization.defaultGeoAddress.city
organization.defaultGeoAddress.state
organization.defaultGeoAddress.country
organization.defaultGeoAddress.postalCode

Organization Phone & Email
organization.defaultPhone.phoneNumber
organization.defaultSecondPhone.phoneNumber
organization.defaultElectronicAddress.url Web Address

Organization Extra Fields
organization.extra1
organization.extra2
organization.extra3
organization.extra4
organization.extra4
organization.extra5
organization.extra6
organization.extra7
organization.extra8
organization.extra9
organization.extra10
organization.extra11
organization.extra12


Importing into DayLite
During the import process, you can specify:
  • import entries with valid email addresses and unique on them
  • set a category if one is not already set (or force set it)
  • set additional keywords or ignore the ones on the plist
  • add to another group (i.e. a temp group)
  • specify a custom form name


Example of use include:
  • Keep me updated
  • Feedback
  • Interested in buying / finding out more
  • Please get back to me


How helpful was this article to you?

Related Articles

article When importing vCards that were exported from Address Book, I cannot find the notes attached to the Contacts.
In order for notes to be exported...

  12-27-2006    Views: 6165   
article Importing contacts, activities, and notes from ACT!
ACT! is a software program made for...

  7-11-2006    Views: 5759   
article How can I import data from iCal into Daylite?
    To import a calendar from iCal1....

  4-13-2007    Views: 3548