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How to Create a Merged List

How to Create a Merged List

Data is the lifeblood of your organization. However, it is often housed in many disparate applications throughout your organization. When you need to merge data from two separate application, Popdock is your solution.

A merged list is used to combine two similar lists with common fields.

This example will show you how to create a merged list from two different connectors: Shopify and Constant Contact. However, you can follow this process to merge data from any of the connectors.

The steps below detail how to merge data from two separate connectors. This scenario merges two standard connector lists.

First, you will create the Merged List Container, then will select which lists you will be merging and then configure your merged list to show the data important to you.

1. Select Connectors from the left navigation to open the Connectors page.

Main menu in Popdock with Connectors highlighted.

2. Select the Edit icon next to the connector that you would like the merged list to show up under.

Select the Connector you view as the primary source of data for your merged list. In this example, the Constant Contact is the primary source because that is the application used for an email campaign.

3. Select Lists on the left navigation pane.

4. You will see the default lists available on the List page.  In addition, you have a Custom lists section. 

If you have not created a custom list for this connector yet, you will have the six options shown below.  Select Click here to add a custom list that compares 2 lists

If you have already created custom lists for the connector, you will see your custom lists here and Add custom list.  Select Add custom list and then select Merged from the dropdown.

For more information on each type of list, please see the following Knowledge Base article:  Getting to know custom lists.

5. Now you are ready to create your merged list starting with completing the List settings. Give the merge list a name. For item name in this example, you can use “Contacts” and the item singular is “Contact”. Then choose the Group that you would like the list to be under.

When you name your list, it is recommended that you develop a naming convention for your lists such as: Date, Description, Use, Initials for future reference/use. 

For example: “ContactContact + Shopify_EmailCampaign_March 2018_MH”

The data you input on this screen will save automatically.

6. Select which lists you will merge. Select Lists on the left navigation pane.

7. Select Click to add a list.  In the Add list window, select your first list.  Complete the dropdowns for the Connector, Group, and List.  Then select Add list.

8. You will see the list added.  Select Add list at the top right to add the second list that you would like merged with the first one. Complete the drop downs for the Connector, Group, and List. Then select Add list.  You will now see both lists displayed.

9. Add the fields you want displayed on the merged list. You will specify the field name and then map the field to fields in the original connector applications used to create the merged list.

Select Fields on the left navigation menu and then Click here to add a field.  Enter the name of the field and then choose the Field type.

This example creates a field called “Name” for the customer name column. Set the Field type to String.

Next, complete the two additional dropdowns to choose the field that you would like mapped from the two connector lists.  This example will map the new field called “Name” to the “Name” field from the ConstantContact list and the “Name” field from the Shopify list.

10. This adds the field and displays the details.  Add additional fields per your list requirements by repeating these steps.   This example, is also mapping the new field “Email” to the “Email” fields of each of the lists that are merged.

11. After you have added the fields to compare and have set your fields to display on the list, you can now set your default fields for your list. Scroll down and expand the Default fields section. Select Click here to add default fields. Select the fields you want as default fields and then select Add.

12. After you have selected your default fields, your list is ready to be used by on a new tab. From the Popdock homepage, select Add new tab. Select the Connector in which you added the compare list. 

Next, select the Group if you added your list to a group.

Then select your comparison list from the dropdown list and select Default View for the favorite.

Select Add.

You have now created a merged list. You can filter, sort, export, or take action from your report. In this example, you could export your merged list to use within Constant Contact for your email campaign.

Questions on creating merged lists? Email support at support@eonesolutions.com

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