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CRM task allows for the import in WAM of the customer database based on an external id. It allows for a dedicated segmentation and for cross device identification of users.

This type of configuration have some prerequisite to comply with:

  • A namespace must exit: is an internal bucket to which custom segment can be linked for segmentation

  • A namespace pattern must exist: is a key used to identify crm user on online collect

Namespace an the namespace pattern can be created in the settings page:

To create a configuration, in the data entry manager module, select CRM as file type and fill required fields:

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