Data Solutions

The many different ways to transfer a file to Data8

To cleanse your data quickly online, please upload it to our Data8Online data cleansing portal and we will quickly return you a full Data Quality Report.

However, if you need to transfer a file to us for more manual processing, you have a number of options of how to get it to us. Whichever option you choose, you must have first registered for an account with us. Your email address will be your username and you will be sent a default password when you register. These same details can be used for each method of sending us your data.

FTP

We support the following protocols:

  • SFTP
  • FTPS

For both protocols, please connect using the following details:

  • Server: ftp.data-8.co.uk
  • Username: your email address
  • Password: password for your Data8 account

Please upload your files to the /ToData8 folder.

When using FTPS, please note that we support only FTP with explicit security (port 21) and not the deprecated FTP with implicit security (port 990).

FTPS and SFTP are secure data transmission methods and do not require additional encryption.

Website

Go to your Dashboard on our website, open the Cleansing tab and click on the Manual Files tile to go to the Secure File Transfer page.

Click Browse… to select your file and click Upload.

All website traffic is secured using SSL / TLS and additional data encryption is not required.

Compression

If your data file is large you may prefer to compress it before transferring it to us to save time and bandwidth.

We support files in all standard data compression formats:

  • zip
  • gzip
  • 7zip
  • rar

PGP Data Encryption

PGP is a method for encrypting and decrypting files. It can be quite technical to set up and use, but there are a number of resources on the web to help.

A good starting point is getting the free GnuPG software which implements PGP. A Windows version is available at www.gpg4win.org. There is also a link on that site to the Gpg4win Compendium which descibes how to use the software in some detail.

Once you’ve got your PGP software installed, you’ll need to import our public key. You’ll encrypt your data using our public key before sending it to us – only we will be able to decrypt this data using our private key.

In order for us to send you data back securely, you’ll need to generate your own key pair and provide us with the public key. We can then encrypt the data with your public key and only you will be able to decrypt it with your private key.

Pre-configured Automated Workflows (PAWS)

A pre-configured automated workflow (PAW) is a workflow that has been agreed between us in advance to serve a specific data processing purpose. This allows you to more easily automate your data processing activities. Almost any data processing task is possible but typical examples include:

  • a daily job to trigger TPS status updates
  • a monthly job to remove duplicates
  • an adhoc job to append telephone numbers

PAWs are activated by us intercepting a file uploaded to us that meets one or both of the following conditions

  • the filename matches a specific pattern eg starts with “TPS_Cleanse”, or contains the word “duplicate”, or matches the file pattern “TA_*.csv”; and/or
  • has been submitted by a specific user or users

A file that is uploaded to us will activate a relevant PAW if it is uploaded to us via any of the following methods:

  • Manual Files link in the Cleanse dashboard
  • Submit File link in the Cleanse dashboard, and then choose to submit to the PAW
  • FTPS/SFTP to our FTP site

A typical PAW has the following properties:

  • The same file format is expected from you every time
  • The same file format will be returned every time
  • The same data processing will be performed every time
  • The PAW will be documented and agreed as an ongoing Order in advance
  • It may be chargeable or not; it may be chargeable depending on the number of hits so impossible to predict the cost of the processing. This will all be agreed in advance.

Who’s afraid of the big bad GDPR?

Whilst created primarily as a tool to help users to select keywords for their Google Adwords campaigns, the rather wonderful Google Adwords Keyword Planner[1] allows you to enter a subject keyword or phrase and find out what related keywords, are being searched for, and the average number of searches per month for each.  (more…)

Duplicate records | lower response and increased cost

 

Two new products from Data8 solves CRM Database’s biggest problem

Research[i] by graphMarketing Sherpa shows that a B2B database naturally degrades at a rate of 2.1% per month: that’s 22.5%, almost a quarter of the database, over the course of a year. The same research shows that large B2C databases degrade by 3.2% or 32.3% per year!  (more…)

I’ve got 99 problems and they’re two for one

What’s worse than one problem? Two problems of course. This could go on – 3 problems, 4 – maybe even or 6. This is applicable to every problem in life. More problems = more misery.

So, with what’s less of a problem and more of a panic-inducing eye opener to many people (I’m talking about GDPR) – many companies are turning their attention to their data quality in their CRM system prior to new legislation becoming enforced.  read more >>>

5 ways to love your CRM again

Customer relationship management systems, or CRM as they are more affectionately known as, are the backbone of most companies. They are a multiverse of customer data, call tracking and email tracking just to name a few.

So with all this information in CRM, how can you ensure it’s not hindering your business? What can you do to improve your CRM in order to make the most out of it?  read more >>>

An administrator, marketer, salesperson & an MD walk into a bar… to discuss data quality

That may have sounded like the start of a joke, however nobody is laughing when it comes to missing information in CRM – it’s rather frustrating really! So I have this handy little guide to help you prove to the rest of your team and company why data quality is so important.  read more >>>