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

Prerequisites

To be able to import contacts, you need following tasks to be finished

• The structure types, if any, must have been defined
• The criteria and criterion elements must have been defined
• If the import inserts existing contact numbers, these must not exist. A specific range can be reserved for existing contact numbers.

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.

Create / update / modify contacts

See detailed information on these sub pages :

• To create new contacts, go to Contact creation.
• To update existing contacts, go to Contact update
• To set a criteria or a strucure type to a contact, go to Setting a criteria or a structure type to a contact

Remove contacts information

See these subpages for detailed information :

• To invalidate existing contacts, without loosing information, go to /wiki/spaces/DOCEN/pages/41621345
• To delete existing contacts, go to Delete contact
• To anonymize contacts, go to Anonymize contact
• To erase all contact information, go to /wiki/spaces/DOCEN/pages/41621343

We accept the following data format to be imported.

• CSV not SecuTix formatted
• Excel
• Rodrigue database dump,
• SecuTix 1
• Any Oracle, SQL Server, MySql, Postgresql, Filemaker, Access database

We can analyze the provided data and propose an action plan to import this data.