Update the lookup tables you use to route calls to different call centers whenever your routing needs change.
Step 1: Find the Lookup Table You’d Like to Edit
- Click Settings in the sidebar, then select Marketing Data in the Network section.
- Click the Tables tab to see a summary of every table added to your platform.
- Click the table you want to edit, then find its most recently uploaded version (see the Date column).
- In the Actions column, click the download button to save your lookup table as a spreadsheet.
Step 2: Update the Data in Your Lookup Table
- Open the downloaded file in any spreadsheet program.
- Update the data in your Key, Destination, and Custom Data columns to fit your new business needs.
- If you use Marketing Data to add reporting data to your lookup tables, you can delete any custom data column you no longer need — just don’t delete your Key or Destination columns.
- Save the file under a new name, using a consistent naming convention such as “Table Name - (date of upload).”
Step 3: Upload the New Spreadsheet File
- Return to the Tables tab, find the table you edited, and click the Upload button in the Actions column.
- Drop the updated spreadsheet into the file box and click Upload.
- Watch the Summary status for “In progress,” and refresh the page for an updated status once the upload completes.