Introduction
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 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.
Delete contacts
Same structure than import or update contact
Associate a contact to a criteria
Same structure than import or update contact
Special services: Import from non SecuTix formed data
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.
Planning
At what time the customer has to deliver the data. At what time he will receive the data in PP, in P.