ProDon:Client importation module

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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 CliDPeople.

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: CliDPeople_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 CliDPeople 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: CliDPeople_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 (VideEmpty = 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.


Document name: ProDon:Client importation module