Contacts can be imported many ways and can be done by the user himself or by a service executed by SecuTix. It is important to import data with high quality so that it can be used efficiently by the marketing tools. No information is mandatory and data with missing fields will also be imported. With contact data import, you can create new contacts, do automatic updates on large data sets but also delete or deactivate obsoleted data.

Basic Import

Following actions can be performed using SAM, and therefore be done by the user:

• Create new contacts
• Update existing contacts

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

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.

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.

Basic Import

The basic import can be done by the user himself. It is using an interface in SAM.

Following fields can be imported :

• E-mail address
• First name, name
• One address
• Criteria
• Authorization

If more data needs to be imported, an extended import is necessary.

Extended Import

The extended import gives the possibility to load many other fields and objects.

Following fields can be imported :

• Contact number
  • The original contact number can be kept if wished. Therefore, it must not already be used by a previous import.
• Individual information
  • First name, last name, date of birth, preferred language, …
• Structure information
  • Structure name, structure type, community type, administrative numbers, …
• Postal address
  • Possibility to import Billing and shipping addresses separately.
• Communication means
  • E-Mail address, phone numbers
• Criteria
• Authorizations

The details and more fields are found in the format description.

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.

Update with SAM module

Limited update. Possible to be done by the customer in SAM or as a service

What is updated

Base on e-mail address this fields are updated:

• First name, name
• Criteria
• Authorization

If you need more data to be updated see “Update by a service”

Format of data to update

• See other docs no 2 and 3

How to update

• Do it by yourself: Short descripting and print screen of SAM Import
• Or request a service

Update with a service

Extended importation. Done as a service

What is updates

Base on contact ID, this fields are updated:

• E-mail address
• First name, name
• Many address
• Criteria
• Authorization

Format of data to update

-        See other docs no 2 and 3

How to update

• Request a service to get an list of contact with Contact ID in a Excel file
• Update the contact in the Excel file
• Request a service to update the contact with the file

Same structure than import or update contact

Same structure than import or update contact

We accept the following data format to be imported.

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

Short description of the service.

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