Master Data: Order of Creation

This list outlines the recommended order to add Master Data into Advvy either the first time, or when importing in bulk.

Master Data Entity	Data Fields
0- a1a_autoname	Entity Name
0-a1a_autonumber	Name, Auto-Number, Auto-Number Text, Auto/Manual, Code Field, Entity Name, Last Automatic Code, Last Generated Number, Leading Zero, Lock Helper, Next Automatic Code, Prefix, Trimmed Auto-Number
1-Agency Types	Name
1-Audiences	Code, Name, Demographics Count
1-Client Type	Name, Code
1-Contact Type	Name
1-Countries	Name
1-Ethnicities	Name
1-Fees	Name
1-Market Type	Code, Name, Market Type Count
1-Media Workflow Reporting Pillar	Reporting Pillar, Sort Order, Colour, Workflow Type
1-Media Workflow Role	Name
1-Tag	Name, Parent Tag
2-Contact	Full Name, First Name, Middle Name, Last Name, Business Phone, Email, Mobile Phone, Portal User, Portal Visibility, User Name
2-Market	Market Type, Name, Edit Fields, Market Count
2-Media Type Class	Name
3-Media Type Segment	Name, Media Type Class
3-Media Type Group	Name
4-Media Type	Name, Code, Media Type Segment, Media Type Group, Colour, Sort Order
5-Media Sub Type	Code, Name, Media Type
6-Master Client	Name, Agency, is parent, Parent Master Client
6-Network	Name, Code, Parent Network, Primary Contact, Phone, Fax
7-Client (Account)	Account Name Primary Contact Main Phone Address1: Country Address2: Country Agency Branch Client Type Code Master Client Same as Office Address
7-Medium	Code, Name, Market, Media Type, Media Sub Type, Network
8-Product Classification	Name, Client
9-Product	Name, Client, Primary Contact, Product Classification, Product Description, Reference Name

Master Data