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- The contact data must be cleaned: Adress must be correst, duplicated must be removed, older data must be deleted
- The structure types, if any, must have been defined (see Setting a criteria or a structure type to a contact )
- The criteria and criterion elements must have been defined (see Setting a criteria or a structure type to a contact )
- Each contact has a contact number. New contact imported in SecuTix must have new non existing contact numbers. The contact numbers of the source system can be keep and imported. (A specific range is reserved for existing contact numbers (How to know this range ? SecuTix or tzhe customer atgive contact number ?).
File formats
For all imports as a service, 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.
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- To create new contacts, go to Contact creation.
- To update existing contacts, go to Contact update
- To invalidate existing contacts, without loosing information, go to /wiki/spaces/DOCEN/pages/41621345
- To delete existing contacts, go to Delete contact or /wiki/spaces/DOCEN/pages/41621343
- To anonymize contacts, go to Anonymize contact
- To qualify our contacts, go to Define criteria's for the contacts)
Qualify our structures: define type of structure, go to /wiki/spaces/DOCEN/pages/41620787Define type of structure
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Special services: Import from non SecuTix formed data
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