Set Up The Stone Edge Connection

Procedure

  1. Go to Contacts > Fields.
  2. Click Create New Field.
  3. Create fields in the application as specified below.

    The Name and Type of the field must exactly match the table below for the field data to be imported properly.

    Note: Contact your account manager if you reach your field allocation limit and need to purchase more fields.
  4. Go to Settings > Platform Settings > Data Exchange and note the information under the Direct Import section.
    This includes:
    • The URL (known as BrontoSite in Stone Edge)
    • key (known as BrontoToken in Stone Edge)
    • user_id (known as BrontoUserId in Stone Edge)
    • ß (known as BrontoSiteId in Stone Edge)
  5. From here, you will need to log into your Stone Edge account to finish setting up the connection.
    You can access the Stone Edge documentation for instructions on how to finish setting up the connection from within Stone Edge.

Results

Stone Edge Field Field Name in the Application Field Type Field Description
Prefix prefix text Contact's prefix
First Name firstname text Contact's first name
Middle Name middlename text Contact's middle name
Last Name lastname text Contact's last name
Suffix suffix text Contact's suffix
Company company text Contact's company name
City city text Contact's address city
State state text Contact's address state
Zip zip text Contact's address zip
Country country text Contact's address country
Phone phone text Contact's address phone
Original Order Date originalorderdate date The date of the first order ever placed by this contact.
Recency recency date The date of the most recent order placed by this contact.
3 Month Frequency 3mofrequency number The number of orders placed by this contact in the last 3 months.
3 Month Monetary Value 3momonetaryvalue currency The total amount of orders placed by this contact in the last three months.
6 Month Frequency 6mofrequency number The number of orders placed by this contact in the last six months.
6 Month Monetary Value 6momonetaryvalue currency The total amount of orders placed by this contact in the last six months.
12 Month Frequency 12mofrequency number The number of orders placed by this contact in the last twelve months.
12 Month Monetary Value 12momonetaryvalue currency The total amount of orders placed by this contact in the last twelve months.
Previous Order Date 1 previousorderdate1 date The date of the most recent order placed by this contact.
Previous Order Source 1 previousordersource1 text The source of the most recent order placed by this contact.
Previous Order Amount 1 previousorderamount1 currency The amount of the most recent order placed by this contact.
Previous Order Date 2 previousorderdate2 date The date of the second most recent order placed by this contact.
Previous Order Source 2 previousordersource2 text The source of the second most recent order placed by this contact.
Previous Order Amount 2 previousorderamount2 currency The amount of the second most recent order placed by this contact.
Previous Order Date 3 previousorderdate3 date The date of the third most recent order placed by this contact.
Previous Order Source 3 previousordersource3 text The source of the third most recent order placed by this contact.
Previous Order Amount 3 previousorderamount3 currency The amount of the third most recent order placed by this contact.