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Introduction
Contacts can be imported many ways and can be done by the user himself or by a service executed by SecuTix.
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The data import may create new contacts, manage these by performing automated updates and also delete or deactivate obsoleted data.
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Basic Import
Following actions can be performed using SAM, and therefore be done by the user:
- Create new contacts
- Update existing contacts
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Extended Import
Extended imports have to be performed using SecuTix Services
- Create new contacts
- Update existing contacts
- Inactivate existing contacts
- Delete existing contacts
- Define criteria values for contacts
- Import from other tools
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File formats
For all imports, the file format is described in << document >> and an example Excel file is given. If this format is not respected, special actions have to be performed on the input files and may imply high costs.
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How to import
To import data, you can do it either by yourself using Basic import, or fill the needed files and request a service.
Create new contacts
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Basic Import
The basic import can be done by the user himself. It is using an interface in SAM.
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If more data needs to be imported, an extended import is necessary.
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Extended Import
The extended import gives the possibility to load many other fields and objects.
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