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A contact can be Individual or Structure so for Contact creation case: At least FIRSTNAME, LASTNAME or STRUCT_NAME must have data.

Note
  • If first name/ last name is filled and structure name is blank → Individual will be created. (1)
  • If structure name is filled and first name + last name is blank → Structure will be created. (2)
  • If structure name and first name/ last name are filled → Structure + Relay will be created. (3)
    • Address applies to both structure and relay.
    • Communication mean (Phone/ Email...) information on contact applies to both relay and structure.
    • Authorization only applies to relay.
    • Contact criterion: Depends on contact type. If contact type is Structure, then applies to Structure only. If contact type is Both/ Individual, then applies to Relay only. 
      Comparing 2 records which have the official name filled (can be (2) or (3)), based on structure information (official_name, address_name1, address_name2) + Address information (line1, line2, line3, zipcode, town, town_complement, country) → Decide if the same structure or different structures.
      If relay has different address with structure, create a new data file with the operation "UPDATE" in order to update the address for relay.
      Same rule with Communication mean (Phone/ Email...)


In case you want to associate a contact to a criteria or structure type. Follow these links: Define criteria's for the contacts and Define type of structure to create the records.

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Field codeField typeMandatoryDescription
ADDR_TYPEText 3

M: Main address

S: Shipment address

B: Billing address

Ex: M or B or S or MB or MBS, etc...

Leave empty --> that address use for 3 types.

LINE1Text 100

Address lines.

LINE2Text 100

LINE3Text 100

ZIPCODEText 10

TOWNText 20100

Some customer use TOWN_COMPLEMENT please note: 

length of TOWN + length of TOWN_COMPLEMENT < Text 100 characters

TOWN_COMPLEMENTText 20100
COUNTRYCode

Country code using the ISO codes

Example: FR, ES, EN, GB (and not UK), ...

Full name of the country can also be given. They should be written exactly (spaces,hyphens, ...) as they are defined in SecuTix.

By default, the country of the institution is used.

DEPARTMENTCode
List of departments can be provided by SecuTix (/wiki/spaces/DOCEN/pages/41625114)

Communication means

Field codeField typeMandatoryDescription
TELEPHONEText 15

Landline phone number.

Following formats will be recognized. These examples assume country FR (country of the address, or by default the country of the institution).

The initial << + >> sign will be recognized as well as 00.

The country prefix can be forced if it entered in parenthesis at the beginning.

All other non digit signs are ignored.

The national prefix (0 for CH, FR, 1 for US, 9 for ES, etc. see COUNTRY table) will be automatically removed in the database if present in the input number.

Examples

/ 0140158000
Input countryInput numberStored asRemark
FR01 40 15 80 0033 / 140158000The leading 0 (national prefix) has been removed for France
FR1 40 15 80 0033 / 140158000
FR0041 21 613 21 1133 / 041216132111

Country prefix (41 but looking for 33

FR1

) could not be recognized
One leading 0 (national prefix) has been removed for France

CH

0041 21 613 21 11

+41 21 613 21 11

41 / 216132111Country prefix could be recognized
FR(41)216132111
(41)0216132111		41 / 216132111This format allows to force the country code.
This is the preferred format for import, as it lets you choose the country prefix independently from the country of residence.
FR01 SVP 77 77017777





FAXText 15
Fax number. Same rules as for PHONE.
CELLPHONEText 15

Mobile phone. Same rules as for PHONE.

EMAIL1Text 250

Will be used as username for ticket shop login.

If email does already exist in the database, the email is imported for the contact but can't be used to login.

There no possibility to import a list of passwords. Each new contact will need to request a password change (click on Have you forgotten your password ?)

The email validated by regular expression: ^[0-9a-z+\$_-]+(\.[0-9a-z+\$_-]+)*@[0-9a-z+_-]+(\.[0-9a-z+_-]+)+$

EMAIL2Text 250

Alternative email address. Cannot be used for login.

EMAIL3Text 250
Alternative email address. Cannot be used for login.

Authorization

Field codeField typeMandatoryDescription
AUTH_CNIL_OBoolean

Accept communications from institution

AUTH_PARTNERBoolean
Accept communications from partners
AUTH_CNIL_TBoolean
Accept transmission of electronic coordinates to third parties
AUTH_SMS_MMSBoolean
Accept SMS or MMS from institution
AUTH_LETTERBoolean
Accept letter from institution
AUTH_PHONEBoolean
Accept phone from institution
AUTH_EMAILBoolean
Accept email from institution

Criterion

Field codeField typeMandatoryDescription
CRIT01CodeValue

The code must be created as described in Define criteria's for the contacts.

  • Several values can be given. They need to be separated by pipes.
  • On the CONFIG row, the user can define the default code.

Examples:

Field valueComment
PREFCOL=RedThe preferred color is Red only
PREFCOL=Red|GreenThe preferred color is Red and Green
Red|GreenPREFCOL must have been defined in a CONFIG row

PREFCOL=Red

PREFCOL=Green

This is equivalent to PREFCOL=Red|Green, but using two CRIT columns.


...

CRIT50CodeValue


File format for contacts

The generic file format is described in Generic file format (Extended). This documents describes all available import fields.

In general:

  • Field with empty data mean "ignore this field".
  • Put value '=' will remove the current value in system.
  • Field with data will be imported.

A contact can be Individual or Structure so for Contact creation case: At least FIRSTNAME, LASTNAME or STRUCT_NAME must have data.

In case you want to associate a contact to a criteria or structure type. Follow these links: Define criteria's for the contacts and Define type of structure to create the records.

Examples

Attachments

Global fields

Field codeField typeMandatoryDescription
INSTITUTIONText 15Yes

Institution code owning the data to be imported.

ORGANIZATIONText 8

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.

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 1000
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, ...

Structure

Field codeField typeMandatoryDescription
OFFICIAL_NAMEText 100

Official name of the structure. The name will be truncated if it is too long.

ADDRESS_NAME1Text 38

Name of the structure for the adresse

If it is empty, it is taken from the official name

 If it is too long, it is truncated.
ADDRESS_NAME2Text 38
STRUCT_TYPECode

The type of the structure. The code must be defined as described in Define type of structure

COMMUNITY_TYPECode
The code of the community type. If it is left empty, then the structure isn't member of any community.
ADMIN_NUMBERCodeValue

Administrative number, for example a SIRET number. Only one number can be given here, but subsequent updates of the contact may help adding several numbers.

  • On the CONFIG row, the user can define the default code.

Example

Field valueComment
SIRET=404 833 048 00022The SIRET number is 404 833 048 00022
404 833 048 00022SIRET must have been defined in a CONFIG row


NB_EMPLOYEESNumber

WEB_SITEText 255
URL to the structure's website. It must contain the http:// prefix.

Address

Field codeField typeMandatoryDescription
ADDR_TYPEText 3

M: Main address

S: Shipment address

B: Billing address

Ex: M or B or S or MB or MBS, etc...

Leave empty --> that address use for 3 types.

LINE1Text 100

Address lines.

LINE2Text 100

LINE3Text 100

ZIPCODEText 10

TOWNText 100

Some customer use TOWN_COMPLEMENT please note: 

length of TOWN + length of TOWN_COMPLEMENT < Text 100 characters

TOWN_COMPLEMENTText 100
COUNTRYCode

Country code using the ISO codes

Example: FR, ES, EN, GB (and not UK), ...

Full name of the country can also be given. They should be written exactly (spaces,hyphens, ...) as they are defined in SecuTix.

By default, the country of the institution is used.

DEPARTMENTCode
List of departments can be provided by SecuTix (/wiki/spaces/DOCEN/pages/41625114)

Communication means

Field codeField typeMandatoryDescription
TELEPHONEText 15

Landline phone number.

Following formats will be recognized. These examples assume country FR (country of the address, or by default the country of the institution).

The initial << + >> sign will be recognized as well as 00.

The country prefix can be forced if it entered in parenthesis at the beginning.

All other non digit signs are ignored.

The national prefix (0 for CH, FR, 1 for US, 9 for ES, etc. see COUNTRY table) will be automatically removed in the database if present in the input number.

Examples

0140158000
Input countryInput numberStored asRemark
FR01 40 15 80 0033 / 140158000The leading 0 (national prefix) has been added removed for France
FR1 40 15 80 0033 / 140158000
FR0041 21 613 21 1133 / 041216132111

Country prefix (41 but looking for 33) could not be recognized
One leading 0 (national prefix) has been removed for France

CH

0041 21 613 21 11

+41 21 613 21 11

41 / 0216132111216132111Country prefix could be recognized
FR(41)216132111
(41)0216132111		41 / 0216132111216132111This format allows to force the country code.
This is the preferred format for import, as it lets you choose the country prefix independently from the country of residence.
FR01 SVP 77 77017777
:






FAXText 15
Fax number. Same rules as for PHONE.
CELLPHONEText 15

Mobile phone. Same rules as for PHONE.

EMAIL1Text 250

Will be used as username for ticket shop login.

If email does already exist in the database, the email is imported for the contact but can't be used to login.

There no possibility to import a list of passwords. Each new contact will need to request a password change (click on Have you forgotten your password ?)

The email validated by regular expression: ^[0-9a-z+\$_-]+(\.[0-9a-z+\$_-]+)*@[0-9a-z+_-]+(\.[0-9a-z+_-]+)+$

EMAIL2Text 250

Alternative email address. Cannot be used for login.

EMAIL3Text 250
Alternative email address. Cannot be used for login.

Authorization

Field codeField typeMandatoryDescription
AUTH_CNIL_OBoolean

Accept communications from institution

AUTH_PARTNERBoolean
Accept communications from partners
AUTH_CNIL_TBoolean
Accept transmission of electronic coordinates to third parties
AUTH_SMS_MMSBoolean
Accept SMS or MMS from institution
AUTH_LETTERBoolean
Accept letter from institution
AUTH_PHONEBoolean
Accept phone from institution
AUTH_EMAILBoolean
Accept email from institution

Criterion

Field codeField typeMandatoryDescription
CRIT01CodeValue

The code must be created as described in Define criteria's for the contacts.

  • Several values can be given. They need to be separated by pipes.
  • On the CONFIG row, the user can define the default code.

Examples:

Field valueComment
PREFCOL=RedThe preferred color is Red only
PREFCOL=Red|GreenThe preferred color is Red and Green
Red|GreenPREFCOL must have been defined in a CONFIG row

PREFCOL=Red

PREFCOL=Green

This is equivalent to PREFCOL=Red|Green, but using two CRIT columns.


...

CRIT50CodeValue

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