On the Address Service pane you can configure loading from Address Service .
Select the email list where you want to add persons loaded using the Address Service:
Please note that this will be the list which you will have to open to use the Load from Address Service command.
When you use the Load From Address Service page, you will define criteria for companies and connected persons you want to load. Use the options in the next list to additionally specify if you want to get only persons with email addresses:
- Select Load all persons if you want to load all found persons regardless if they have email address or not. (This is recommended if you are also a user of Vine CRM)
- Select Load persons with email or email can be generated if you want to load all found persons with email address or Vine can generate email addresses. In this case all loaded persons will have an email address, either original or generated by Vine.
- Select Load persons with email if you want to only load persons which have email addresses in the Address Service database.
When you load companies and persons from the Address Service you can additionally want to load all employees of loaded companies even if those persons do not match your criteria. For this you need to select Load all persons from companies. Otherwise, if you only want to load companies and persons matching your criteria then make sure it is cleared.
Please also note that if Load all persons from companies is selected then new persons can be added to the target group also during nightly database updates.
Select Find employer using domain from email of person if you want to try to detect employer companies for persons not present in Address Service. Vine will use the domain part of the email address of a person not in Address Service and try to find a company in Address Service with the email address having the same domain part.
Select Also match persons using only email, if you want Vine also to try to match new persons in your database to persons in Address Service only by person email. If emails of persons match, then missing data in Vine (for example, no employer company) will be copied from the Address Service to Vine.
Click Set Suggested Settings if you want to select options recommended by Vine.
All companies and persons in your database will be matched at night to Address Service data. Matching companies and persons will be updated in your database to be the exact copies of the ones in the Address Service.
If a person has been removed from the Address Service then an event about this will be connected to the person.
Please note that for a matching company its all new employees will be also loaded to the database if Load all persons from companies is selected. In addition, employer companies of these new persons will be loaded and so on until there is nothing to load. This may affect you invoice so select Load all persons from companies with caution.