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changes.mady.by.user Laurent BURGBACHER

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Field codeField typeMandatoryDescription
INSTITUTIONText 15Yes

Institution code owning the data to be imported.

ORGANIZATIONText 15

Yes

Default: *

Organization owning the data to be imported.

A « * » indicates that all organizations of the given institution are concerned. This is the default value.

OPERATIONEnumYes

Operation to be executed

INSERT : insert the row as a new contact

UPDATE : update the contact. Can be used to link criterion to contact.

UPDATEACT: update the contact and reactivate it if needed.

DELETE: Applicable to all contacts.

  • Delete the contact address, communication mean
  • For authorization and criterion value. Only delete the value that specified in excel file.
  • The email will be empty and contact can't be login to ticketshop anymore.
  • This action is irreversible.

INVALIDATE: Applicable to contact which has no sales.

  • Just mark contact as invalid with reason: ACCOUNT_DELETED.
  • All other information are in tact (not removed).

ANONYMIZE: Applicable to all contacts (even if it has sales).

  • All contact information is deleted. Contact name is changed in to 'XXXXXXXX'.
  • Set contact as ACCOUNT_DELETED and remark contact with 'Contact anonymized'.
  • The contact's sales information are in tact (not removed).
  • This action is irreversible.

DROP : Should only be used for mis-import. Applicable to contact that imported and has no modified since then.

  • Drop the contact and all its information.
  • The contact is not dropped if it is used in existing sales.

CONFIG: Configuration line for admin numbers and criteria.

  • If the codes are defined on this row, then the fields can contain only the value instead of the CodeValue.
  • The configuration remains valid until a new configuration line
  • Initially, no codes are defined, forcing the CodeValue format.

Contact

Field codeField typeMandatoryDescription
CONTACT_NRText 20The field CONTACT_NR is mandatory for all OPERATION that is not INSERT.

Contact number. If your contact numbers have leading zeros, they must also be given, as they will be kept; the contact number is stored as a text.

To be able to import existing contact numbers, the sequence for contact numbers must be adapted to generate numbers high than the highest imported contact number so that new contacts do not get an existing value. This is to be handled outside the import file.

ROLEEnum Role of the contact when it is created. If the field is left empty, RELAY will be used when Individual and structure data are given. PUBLIC when only individual or structure data is given.
TITLEText 200 

Data will be imported if value is defined. Complete list for a specific institution can be found in screen Institution context → Initialization → List of Values → Individual Title.

Standard values are: MR, MRS, MISS, MR_AND_MRS, UNDEFINED.

LETTER_SALUTATIONText 200 

If value is empty, these fields will be interpolated from the TITLE field, according to the language of the individual.

Ex: if TITLE = 'MR'

→ ADDR_SALUTATION = 'Dear Sir'

→ LETTER_SALUTATION = 'Mr'.

ADDR_SALUTATIONText 200 
FUNCTIONText 100 The function of the contact (Head of operations, Chairman, ...)
REMARKText 2000 

Free remark.

Adding two pipes « || » at the beginning will add the text to an existing remark instead of overwriting it.

Individual

Field codeField typeMandatoryDescription
FIRSTNAMEText 100 

First name

LASTNAMEText 100 Last name
BIRTHDATEDate Birth date
PREF_LANGCode 

Preferred language.

Use the 2 lettre ISO code. Examples: en, fr, es, it, ...

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