Create the Cross-Reference

After locating the Luminate Online ID, you will need to cross-reference that ID to the offline database value.

To set up a cross-reference

1. Choose Data Management on the navigation bar and then select Import/Export from the drop-down menu. The Data Sync Operations list page opens.

2. Click the Cross-Reference Types tab at the top of the application area to open the list of Cross-Reference Types.

   Note: The standard cross-reference tables may appear in the list, or your site may have custom cross-reference entries in which case this page will show a different list. Regardless, the process for maintaining the cross-reference tables is similar.

3. Click on the Transaction Campaign link to display a list of the currently defined campaign cross-references.

4. Click the Create a new cross-reference button.

5. On the New Cross-Reference details page that opens, provide the following:

   1. Luminate Online Value - enter the Luminate Online Campaign ID

   2. Foreign Value - enter the campaign value from the offline database

   3. Security Category - select a security category to associate with this cross-reference using the drop-down menu provided; this category will determine which administrators can see and work with this cross-reference

   4. Description - enter a word or phrase to identify this new cross-reference

6. Click Save. The screen refreshes and records your new cross-reference at the bottom of the page.

7. Click Cancel to return to the cross-reference list for campaigns. Your new cross-reference should now be listed as shown:

   

   In this example, the next time a Transaction Download data sync is run, you should not receive an error entry regarding your campaign cross-reference.