Difference between revisions of "ProDon:Client importation module"

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{{Header_ProDon|22|4.5|Louis-Sébastien Garneau|Jessy Fontaine|2010/05/26}}  
+
{{Header_TOC}}<br>
  
 
== List of client fields  ==
 
== List of client fields  ==
Line 230: Line 230:
 
|-
 
|-
 
| CliFirstName<br>  
 
| CliFirstName<br>  
| CliPre<br>  
+
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
Line 395: Line 395:
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
| Existing '''source'''<br>  
+
| Existing <span style="font-weight: bold;">origin</span><br>  
 
| style="text-align: center;" | 100<br>  
 
| style="text-align: center;" | 100<br>  
 
| align="center" | [[#10clients|10]]<br>
 
| align="center" | [[#10clients|10]]<br>
 
|-
 
|-
 
| MailCodeActivity<br>  
 
| MailCodeActivity<br>  
 +
| MailActivity<br>
 
| MailAct<br>  
 
| MailAct<br>  
| MailActivity<br>
 
 
| Existing activity '''Code'''<br>  
 
| Existing activity '''Code'''<br>  
 
| style="text-align: center;" | 15<br>  
 
| style="text-align: center;" | 15<br>  
Line 407: Line 407:
 
|-
 
|-
 
| MailCodeOccasion<br>  
 
| MailCodeOccasion<br>  
 +
| MailOccasion<br>
 
| MailOcca<br>  
 
| MailOcca<br>  
| MailOccasion<br>
 
 
| Existing occasion '''Code'''<br>  
 
| Existing occasion '''Code'''<br>  
 
| style="text-align: center;" | 15<br>  
 
| style="text-align: center;" | 15<br>  
Line 425: Line 425:
 
| <br>  
 
| <br>  
 
| style="text-align: center;" | 100<br>  
 
| style="text-align: center;" | 100<br>  
| align="center" | [[#9clients|9]]<br>
+
| align="center" | [[#9clients|9]],[[#10clients|10]]<br>
 
|-
 
|-
 
| MailDescOccasion<br>  
 
| MailDescOccasion<br>  
Line 432: Line 432:
 
| <br>  
 
| <br>  
 
| style="text-align: center;" | 100<br>  
 
| style="text-align: center;" | 100<br>  
| align="center" | <br>
+
| align="center" | [[#10clients|10]]<br>
 
|-
 
|-
 
| MailResponse<br>  
 
| MailResponse<br>  
Line 500: Line 500:
 
<br>'''{{Anchor|9|9clients}}'''&nbsp;: This field requires the presence of a similar field under Occasion.  
 
<br>'''{{Anchor|9|9clients}}'''&nbsp;: This field requires the presence of a similar field under Occasion.  
  
'''{{Anchor|10|10clients}}'''&nbsp;: Useful only if the "Create non-existent activities" option is selected. The use of more than one source for a given activity code is not allowed.
+
'''{{Anchor|10|10clients}}'''&nbsp;: Useful only if the "Create non-existent activities or occasion" option is selected. The use of more than one origin or description for a given activity or occasion is not allowed.  
  
 
== List of contact fields  ==
 
== List of contact fields  ==
Line 513: Line 513:
 
! width="90" scope="col" | Specific Properties
 
! width="90" scope="col" | Specific Properties
 
|-
 
|-
| ContactNo
+
| ContactNo  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
Line 534: Line 534:
 
| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConPhoneHome
+
| ConPhoneHome  
| ConHome
+
| ConHome  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConPhoneOffice
+
| ConPhoneOffice  
| ConOff
+
| ConOff  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConPhoneOfficeExt
+
| ConPhoneOfficeExt  
| ConOffExt
+
| ConOffExt  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
Line 555: Line 555:
 
| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConFax
+
| ConFax  
| ConFax
+
|  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConPhoneCell
+
| ConPhoneCell  
| ConCell
+
| ConCell  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
Line 569: Line 569:
 
| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConPager
+
| ConPager  
| ConPager
+
|  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConEmail
+
| ConEmail  
| ConE-mail
+
|  
| ConEmail
+
|  
 
| <br>  
 
| <br>  
 
| style="text-align: center;" | 100  
 
| style="text-align: center;" | 100  
 
| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConWebsite
+
| ConWebsite  
| ConWeb
+
| ConWeb  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConDateBirth
+
| ConDateBirth  
| ConBirth
+
| ConBirth  
 
| <br>  
 
| <br>  
 
| '''Date'''<br>  
 
| '''Date'''<br>  
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| align="center" | [[#2con|2]]<br>
 
| align="center" | [[#2con|2]]<br>
 
|-
 
|-
| ConTitle
+
| ConTitle  
| ConApp
+
| ConApp  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConTitle
+
| ConJobTitle
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| ConStartDate<br>  
+
| ConDateStart<br>  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | [[#2con|2]]<br>
 
| align="center" | [[#2con|2]]<br>
 
|-
 
|-
| ConEndDate<br>  
+
| ConDateEnd<br>  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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! width="90" scope="col" | Specific Properties
 
! width="90" scope="col" | Specific Properties
 
|-
 
|-
| UCN2
+
| UCN2  
| NoClient2<br>  
+
| ClientNo2<br>  
| NoCli2<br>  
+
| CliNo2<br>  
 
| Existing '''UNC''' of client to be linked<br>  
 
| Existing '''UNC''' of client to be linked<br>  
 
| style="text-align: center;" | 7<br>  
 
| style="text-align: center;" | 7<br>  
Line 716: Line 716:
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
| '''A''' = Add<br>'''D''' = Delete<br>'''I''' = Ignore
+
| '''A''' = Add<br>'''D''' = Delete<br>'''I''' = Ignore  
 
| style="text-align: center;" | 1<br>  
 
| style="text-align: center;" | 1<br>  
 
| align="center" | <br>
 
| align="center" | <br>
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| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
| '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T''' = Yes
+
| '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T''' = Yes  
 
| style="text-align: center;" | 1<br>  
 
| style="text-align: center;" | 1<br>  
 
| align="center" | <br>
 
| align="center" | <br>
Line 741: Line 741:
 
| align="center" | <br>
 
| align="center" | <br>
 
|-
 
|-
| LinkStartDate<br>  
+
| LinkDateStart<br>  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
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| align="center" | [[#1lien|1]]<br>
 
| align="center" | [[#1lien|1]]<br>
 
|-
 
|-
| LinkEndDate
+
| LinkDateEnd
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
Line 755: Line 755:
 
| align="center" | [[#1lien|1]]
 
| align="center" | [[#1lien|1]]
 
|-
 
|-
| LinkNote
+
| LinkNote  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
Line 763: Line 763:
 
|}
 
|}
  
'''{{Anchor|1|1lien}}'''&nbsp;: The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored.
+
'''{{Anchor|1|1lien}}'''&nbsp;: The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored.  
  
 
{{Footer_ProDon}}
 
{{Footer_ProDon}}

Latest revision as of 16:15, 24 May 2016

Client importation module


List of client fields

Full Label Abbreviation 1 Abbreviation 2 Possible Values Maximum Length Specific Properties
CliAddress CliAdr


150
[+]
CliAdrRoad



100
1
CliAdrPointCall
CliAdrCall


100
1
CliAdrBuilding



100
1
CliAdrComplRoad



100
1
CliAdrBranch



100
1
CliCedex



100
1
CliAnonymous
CliAnony
CliAno
N or F = No (Empty = No)
Y or T = Yes
1

CliTitle



50

CliBeneficiary
CliBenef
CliBen
N or F = No (Empty = No)
Y or T = Yes
5

CliCategoryCode
CliCat

Existing category Code
255
[*], [+]
CliPostalCode
CliPC


15

CliSectorCode
CliSec
CliSector
Existing sector Code
15
[*]
CliComments
CliCom


5000
[+]
CliCompany
CliCo


100

CliCompanyCont
CliCoCont


100

CliEmail



100

CliDateDeath


Date
10
2
CliDateBirth
CliBirth

Date
10
2
CliDateRegistration
CliDateReg

Date
10
2
CliDeceased


N or F = No (Empty = No)
Y or T = Yes
1

CliExcludeMassMailing
CliExclude
CliExcl
N or F = No (Empty = No)
Y or T = Yes
1
3
CliGender


M = Male
F = Female
Empty = According to title (Mr. = Male / Mrs. = Female)
1

CliInactive


N or F = No (Empty = No)
Y or T = Yes
1
4
CliLanguage


Existing language Code
2

CliDoNotSuggest


N or F = No (Empty = No)
Y or T = Yes
1

CliDoNotCall


N or F = No (Empty = No)
Y or T = Yes
1

CliName



100

CliParticle
CliPart


15

CliSuffix



50

CliCountry



40

CliFirstName



100

CliProvince
CliProv
CliPro

25

CliReasonExclusion
CliReason


100
5
CliAnnualReceipt
CliAReceipt

N or F = No (Empty = No)
Y or T = Yes
1

CliReceiptStatus
CliReceiptS

N = Never a receipt for this client
Empty = No
1

CliWebsite
CliWeb


100

CliCanvasserCode
CliCanvCode

Existing solicitor Code
15
6
CliCanvasserName
CliCanvName

Firstname Lastname of an existing solicitor.
Note: The use of this field is not recommended.
A known issue can arise if there are multiple identical existing solicitors.
15
6
CliIsACanvasser
CliIsACanv

N or F = No (Empty = No)
Y or T = Yes
1
7
CliCanvasserCodePerso
CliCanvPersoCode


25
7
CliCanvasserActiveSince
CliCanvDateActive

Date
10
2, 7
CliCanvasserInactive

CliCanvInactive


N or F = No (Empty = No)
Y or T = Yes
1
7
CliCanvasserInactiveSince
CliCanvDateInactive

Date
10
2, 7
CliPager



25

CliFax



25

CliPhoneOffice
CliOff


25

CliPhoneOfficeExt
CliOffExt
CliOffp

10

CliPhoneCell
CliCell


25

CliPhoneHome
CliRes


25

CliJobTitle



150

CliCity



50

CliCharacteristicLabel


Variable
Variable
8
CliCustomLabel


Variable
Variable
8
MailActOrigin


Existing origin
100
10
MailCodeActivity
MailActivity
MailAct
Existing activity Code
15
[*], 9
MailCodeOccasion
MailOccasion
MailOcca
Existing occasion Code
15
[*]
MailDateReg


Date
10
2
MailDescActivity



100
9,10
MailDescOccasion



100
10
MailResponse
MailRes

Existing solicitation response
100

[+] : If the symbol [+] is added to the end of the label, the imported data will be added to the existing information in the database. Otherwise, the imported data will replace the existing information.

[*] : If the symbol [*] is added to the end of the label, the code will be created if it does not already exist.

1 : To use this field, you must select the option "Use the address pad rather than the standard address import."

2 : The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored

3 : The mass mailing exclusion date is always the current date.

4 : If the "CliInactive" column exists, its value will always be applied. If the column does not exist, the client will be inactive if it has a date of death or if there is an "Y" or "T" in the CliDeceased column.

5 : This value will be processed only if the client is excluded from mass mailing.

6 : Enables you to define the canvasser assigned to the client. Be careful to not confuse with 7.

7 : Enables you to specify the information of a client that is a canvasser. Be careful to not confuse with 6.

8 : For custom values and characteristics, it is necessary to specify the label defined in ProDon using the prefix "Cli" and only letters and/or numbers (no spaces). For example, a field named "% people" would become CliPeople.

Variables
Type
Possible Values
Maximum Length
Numeric
Numbers only

Text

255
Date and time
Date format as specified in import options
10
True/False
N or F = No (Empty = No)
Y or T = Yes
1
List of options
If the value does not already exist, it will be automatically added to the list.
250
Predefined list of options
Existing selection from ProDon
250

To add a note, start date or end date to a characteristic by import, the appropriate suffix must be added: _note, _start or _end. Example: CliPeople_note. The note can include up to 255 characters; dates must adhere to the format specified in the import options. This information will be ignored if the base column contains no values (e.g., if CliPeople is empty). To use start and end dates, the corresponding boxes must be checked in the configuration of the characteristic.

If supported by the characteristic, several values can be imported by adding the suffix -1, -2 to the end of any label. Example: CliPeople_note-1.


9 : This field requires the presence of a similar field under Occasion.

10 : Useful only if the "Create non-existent activities or occasion" option is selected. The use of more than one origin or description for a given activity or occasion is not allowed.

List of contact fields

Full Label Abbreviation 1 Abbreviation 2 Possible Values Maximum Length Specific Properties
ContactNo

Existing contact number
10
1
ConName



100

ConFirstName
ConPre


100

ConPhoneHome ConHome

25
ConPhoneOffice ConOff

25
ConPhoneOfficeExt ConOffExt

10
ConFax

25
ConPhoneCell ConCell

25
ConPager

25
ConEmail
100
ConWebsite ConWeb

100
ConDateBirth ConBirth
Date
10 2
ConTitle ConApp

50
ConJobTitle


255
ConGender


M = Male
F = Female
Empty = According to title (Mr. = Male / Mrs. = Female)
1

ConComments
ConCom


5000
[+]
ConOrder


From 1 to 10 digits
10
3
ConOperation


A = Add new contact
E = Edit existing contact
D = Delete existing contact
1

ConLink


Existing link type Code
25

ConLinkReverse


N or F = No (Empty = No)
Y or T = Yes
1

ConDateStart


Date
10
2
ConDateEnd


Date
10
2

[+] : If the symbol [+] is added to the end of the label, the imported data will be added to the existing information in the database. Otherwise, the imported data will replace the existing information.

1 : Required field unless you are adding new contact. Used in conjunction with ConOperation.

2 : The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored.

3 : This value's behavior is determined by the operation specified in ConOperation.

When deleting, the order does not matter. Otherwise, a procedure determines the number to use to avoid inconsistencies.

When editing, the contact will be assigned the order specified in the column. If the column is empty or does not exist, the contact will retain its current order.

When adding, the contact will be assigned the order specified in the column. If the column is empty or does not exist, the contact will be assigned order 0.

To determine which client will be assigned an order number when another client already has the same order number, ProDon will use the following sequence:

  1. Contacts that already have an order greater than 0 will be assigned first.
  2. If two contacts are assigned the same order number, the most recent contact will keep the order number.
  3. Contacts whose order number is 0 will be assigned an order number last.

List of link fields

Full Label Abbreviation 1 Abbreviation 2 Possible Values Maximum Length Specific Properties
UCN2 ClientNo2
CliNo2
Existing UNC of client to be linked
7

ReferenceNo2
Ref2
RefNo2
Existing reference number of client to be linked
25

LinkOperation


A = Add
D = Delete
I = Ignore
1

Link


Existing link type Code
25

LinkReverse


N or F = No (Empty = No)
Y or T = Yes
1

LinkType


L = Link (Empty = Link)
C = Contact
1

LinkDateStart


Date
10
1
LinkDateEnd

Date
10 1
LinkNote


5000

1 : The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored.


Document name: ProDon:Client importation module