Embedded Files
Industry Translation Function Creation
Industry Translation Function Creation
Sometimes, vendors have very specific ways they would like us to pass through the industry information for the leads we are sending them.
The default PeerSpot industries can be found on this sheet.
When the customer makes this type of request, it is necessary to create a translation function between our industry names and theirs in order to allow the leads to be delivered to them automatically and correctly. If the translation is not created, we will have to manually change each lead’s industry info to match the vendor’s which takes a lot of valuable time.
The link can be found on the Admin page under “Other”.
2. Click on vendor_industries_translation
Duplicate an existing translation
*The total number of industries on PS is 69. When duplicating an existing translation, make sure all 69 fields appear.
The page will look something like this:
Name the translation function in the LuKey2 field. For example “AuditBoard”. Make sure that this is one word only.
For every 1 industry there should be a match to the vendor’s industry name.
The vendor’s industry name should be added between the green quotes.
If there are certain industry names that exist on PeerSpot but the vendor doesn’t have exact matches for, for example:
On PeerSpot, there are 3 finance related industries: Financial Services Firm, Insurance Company, Venture Capital & Private Equity Firm.
However, if the vendor only provides us with 1 term they use for financial industries, map each of the 3 to the same term the customer provided us with.
If the customer’s industry terms are less in amount than the PS terms and there are a few PS industries that cannot be mapped, remove them completely and let the customer know that they will receive some leads with blank industry names.
It is important to note that if there is uncertainty about how to map the fields, reach out to the customer for clarification.
Before saving the translation, make sure that none of the rows appear in red. If they do, fix the error before saving. Otherwise all of the data will be lost.
There is a filtering option, therefore it may be helpful to filter alphabetically.
Once the translation function has been created, it needs to be added to the integration that was created for the specific program.
In every type of integration page, the follow text shows up.
7. Click on where it says “Here’s the current list:”
A long list of translation codes will open:
This is the main part of the code that needs to be used.
Before using the specific code needed, use the following string:
~company.industry
So the code should be added to the industry field as follows:
~company.industry AuditBoard_industries
This ensures that the field will be populated with the specific lead’s company industry, which is taken from the lead’s user info on the PS website.
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