Basic import
The basic import can be done by the user himself. It is using an interface in SAM.
Based on the e-mail address, these fields can be updated:
- First name, name
- Criteria
- Authorization
- TBD
If more data needs to be updated, an extended import is necessary.
Detailed information about the basic import can be found here: How to do your import contact file in SAM?
Extended import
The extended import gives the possibility to update many other fields and objects.
Following fields can be updated, based on the contact number:
- 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 here: Contact import Format (Extended).
How to update
- Request a service to get a list of contact with contact numberin an Excel file
- Update the contacts in the Excel file
- Request a service to update the contacts with the modified file