Google Sheets Requirements for the c2mUniqueID Field in Click2Mail’s CRM Hub

Overview

The c2mUniqueID field is a required placeholder column in Google Sheets used with Click2Mail's CRM Hub. While this field is not populated by the customer, it plays a vital role in the internal processes of Click2Mail's system. The CRM Hub automatically assigns a unique identifier to each record when the sheet is processed, ensuring smooth and accurate handling of your mail data.

Additionally, customers need to export their Google Sheet to a CSV file format for uploading into Click2Mail when creating a mail merge document.

Why is the c2mUniqueID Field Required?

1. System Requirement: The CRM Hub requires the presence of the c2mUniqueID column to operate correctly. This column acts as a placeholder for the system to assign unique IDs to each record.

2. Internal Data Tracking: Click2Mail uses the c2mUniqueID internally to track and manage individual mail pieces. This ensures each record is properly processed and updated throughout its lifecycle.

3. Avoiding Errors: Without the c2mUniqueID column, the system cannot assign IDs, leading to processing errors or rejected submissions.
   
   

How to Configure the c2mUniqueID Field

To ensure compatibility with Click2Mail’s CRM Hub, follow these steps:

1. Add the c2mUniqueID Column:

   • Open your Google Sheet.

   • Add a column labeled exactly as c2mUniqueID.

2. Leave the Field Blank:

   • Do not populate the c2mUniqueID column. It should remain empty when submitted.

   • Example:

1. Ensure Proper Formatting:

   • The column header must match the exact spelling of c2mUniqueID.

Exporting Your Google Sheet to a CSV File

Once your Google Sheet is formatted with the c2mUniqueID column and data is complete, follow these steps to export it to a CSV file:

1. Open Your Google Sheet:

   • Navigate to the Google Sheet you want to export.

2. Access the File Menu:

   • Click on File in the top menu bar.

3. Download as a CSV File:

   • Hover over Download in the dropdown menu.

   • Select Comma-separated values (.csv, current sheet).

4. Save the File:

   • Choose the location on your computer where you want to save the CSV file.

   • Click Save to complete the export.

5. Verify the File:

   • Open the CSV file with a text editor or spreadsheet software to confirm the data is correctly exported and the c2mUniqueID column is present but empty.

6. Upload to Click2Mail:

   • Use the exported CSV file to upload your data into Click2Mail when creating your mail merge document.

Common Questions

1. What happens if I don’t include the c2mUniqueID field?

• The system will reject your Google Sheet submission as it requires this column to assign unique identifiers internally.

2. Can I populate the c2mUniqueID field myself?

• No, this field is reserved for Click2Mail’s internal use. Leave it blank to avoid conflicts.

3. Is this field required in all templates?

• Yes, any Google Sheet submitted to Click2Mail's CRM Hub must include the c2mUniqueID column, regardless of the template used.

Conclusion

The c2mUniqueID field is a placeholder required by Click2Mail's CRM Hub for internal processing. By including this column in your Google Sheet and leaving it blank, and exporting your sheet as a CSV file, you ensure accurate handling of your mail data and prevent submission errors.