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- Field with empty data mean "ignore this field".
- Put value '=' will remove the current value in system.
- Field with data will be imported.
In case you want to assicate a contact to a criteria or structure type. You need to following these links: Contact criteria definition and Structure type definition to create records.
Global fields
Field code | Field type | Mandatory | Description |
---|---|---|---|
INSTIT | Text 15 | Yes | Institution code owning the data to be imported. |
ORGANIZATION | Text 15 | Yes | Organization owning the data to be imported. A "*" indicates that all organizations of the given institution are concerned. |
OPERATION | Enum | Yes | 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.
INVALIDATE: Applicable to contact which has no sales.
ANONYMIZE: Applicable to all contacts (even if it has sales).
DROP : Should only be used for mis-import. Applicable to contact that imported and has no modified since then.
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