Special consideration is required for managing speakers for Certain Platform events using the Touchpoint mobile solution. Certain Platform uses a unique identifier for Speaker records. Touchpoint does not use the same approach as Certain Platform. Updating Speaker records in Touchpoint depends on whether the Speaker record was synced to Touchpoint from the Certain Platform. Updating Speaker records in Touchpoint also depends on whether the Speaker record was added directly in Touchpoint.
Updating Touchpoint Speaker Records synced from Certain Platform
If an event in Touchpoint is integrated with an event in the Certain Platform, Speaker records were likely created in the Certain Platform. Speaker records synced over to Touchpoint. Certain Platform must be kept as the "system of truth". Importing a Speakers spreadsheet into Touchpoint will not update existing Speaker records that were synced from Certain Platform. Importing a Speakers spreadsheet will instead create new Speakers in Touchpoint. This behavior results in duplicate Speaker records.
To update Speaker records that were synced from Certain Platform:
- Navigate to the Speaker's profile in Certain Platform.
- Update the Speaker record.
- Click Save.
- Wait for the updated data to sync over to Touchpoint (5-10 minutes).
Updating Touchpoint Speaker Records NOT synced from Certain Platform
If the speaker records in Touchpoint were NOT synced from Certain Platform, speaker details can be updated in Touchpoint via bulk upload. Bulk uploading speaker details will add to/change the speaker's existing profile information. Bulk uploading speaker details will not create a duplicate speaker record. This result happens when the first name, last name, and login email used on the Speakers import spreadsheet are exactly the same as what is currently on that speaker record in Touchpoint.
To update speaker records that were NOT synced from Certain Platform:
- Navigate to the Speakers page in the Touchpoint CMS.
- Click Export > All to Excel.
- Update the information on the exported Speakers spreadsheet, and save it to your computer.
- Navigate to the Speakers page in the Touchpoint CMS.
- Click Import > Excel.
- Import the updated Speakers spreadsheet.