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.
| 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:
- Contacts that already have an order greater than 0 will be assigned first.
- If two contacts are assigned the same order number, the most recent contact will keep the order number.
- 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.
Document name: ProDon:Client importation module
