ProDon: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	CliAdrBranch			100	1
CliCedex				100	1
CliAnonymous	CliAnony	CliAno	N or F = No (Empty = No) Y or T = Yes	1
CliTitle	CliTitle			50
CliBeneficiary	CliBenef	CliBen	N or F = No (Empty = No) Y or T = Yes	5
CliCodeCategory	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	CliE-Mail	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	CliPre			100
CliProvince	CliProv	CliPro		25
CliReasonExclusion	CliReason			100	5
CliRecdAnnual	CliRecdA		N or F = No (Empty = No) Y or T = Yes	1
CliRecdStatus	CliRecdS		N = Never a receipt for this client Empty = No	1
CliWebsite	CliWeb			100
CliSolicitorCode	CliSolCode		Existing solicitor Code	15	6
CliSolicitorName	CliSolName		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
CliIsASolicitor	CliIsASol		N or F = No (Empty = No) Y or T = Yes	1	7
CliSolicitorCodePerso	CliSolCodePerso			25	7
CliSolicitorActiveSince	CliSolDateActive		Date	10	2, 7
CliSolicitorInactive	CliSolInactive		N or F = No (Empty = No) Y or T = Yes	1	7
CliSolicitorInactiveSince	CliSolDateInactive		Date	10	2, 7
CliPager	CliPager			25
CliFax	CliFax			25
CliPhoneOffice	CliOff			25
CliPhoneOfficeExt	CliOffExt			10
CliPhoneCell	CliCell			25
CliPhoneHome	CliRes			25
CliTitle				150
CliCity				50
CliCharacteristicLabel			Variable	Variable	8
CliCustomLabel			Variable	Variable	8
MailActSource			Existing source	100	10
MailActivityCode	MailAct	MailActivity	Existing activity Code	15	[*], 9
MailOccasionCode	MailOcc	MailOccasion	Existing occasion Code	15	[*]
MailRegDate			Date	10	2
MailActDesc				100	9
MailOccasionDesc				100
MailResponse	MailResp		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 solicitor assigned to the client. Be careful to not confuse with 7.

7 : Enables you to specify the information of a client that is a solicitor. 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" option is selected. The use of more than one source for a given activity code 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	ConFax			25
ConPhoneCell	ConCell			25
ConPager	ConPager			25
ConEmail	ConE-mail	ConEmail		100
ConWebsite	ConWeb			100
ConDateBirth	ConBirth		Date	10	2
ConTitle	ConApp			50
ConTitle				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
ConStartDate			Date	10	2
ConEndDate			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	NoClient2	NoCli2	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
LinkStartDate			Date	10	1
LinkEndDate			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.

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Document name: ProDon:Client importation module

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