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• Create new contacts
• Update existing contacts
• Inactivate existing contacts
• Delete existing contacts
• Define criteria values for contacts
• Import from other tools

Prerequisites

To be able to import contacts, you need following tasks to be finished

• The structure types, if any, must have been defined
• The criteria and criterion elements must have been defined
• If the import inserts existing contact numbers, these must not exist. A specific range can be reserved for existing contact numbers.

File formats

For all imports, the file format is described in Contact import Format (Extended) and example Excel files are given. If this format is not respected, special actions have to be performed on the input files and may imply higher costs.

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.

Contact update

PS: Please describe a change request for the product to extend the import / update with some in order to do every import / update / with SAM and no more PL SQL service is needed.

Remove contacts information

Depend on how much contacts information you want to remove, you can request following services to mark a list of contacts as no longer usage. 

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Create / update / modify contacts

See detailed information on these sub pages :

• To create new contacts, go to Contact creation.
• To update existing contacts, go to Contact update
• To set a criteria or a strucure type to a contact, go to Setting a criteria or a structure type to a contact

Remove contacts information

See these subpages for detailed information :

• To invalidate existing contacts, without loosing information, go to /wiki/spaces/DOCEN/pages/41621345
• To delete existing contacts, go to Delete contact
• To anonymize contacts, go to Anonymize contact
• To erase all contact information, go to /wiki/spaces/DOCEN/pages/41621343

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Process:

• Request a service to get a list of contact with contact number in an Excel file.
• Filter the list of contact to have a list of contact you're no longer want.
• The information we need is: INSTITUTION, OPERATION and CONTACT_NR.
You can specified other fields like FirstName and LastName to double check but we won't use it for import.

PS: These services are done by Extended import and irreversible.

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You can associate a contact with a new or existed criteria / structure type by requesting a service

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• CSV not SecuTix formatted
• Excel
• Dump DB Rodrigue database dump,
• SecuTix 1
• Sirius ?
• Digitick ?

Please describe the request clearly how much data you want to import to SecuTix from these sources. Depend on the request, special actions have to be performed on the input files and may imply higher costs.

At what time the customer has to deliver the data. At what time he will receive the data in PP, in P.

• Any Oracle, SQL Server, MySql, Postgresql, Filemaker, Access database

We can analyze the provided data and propose an action plan to import this data.