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- At the internal project kick-off, the project leader announces which data will be migrate (Individuals contact, structures, selling history as indicators)
- The team leader transmit the documents (in service catalog) to the customer
- The customer gives the data in the SecuTix format to the project leader
- No later than two weeks before milestone J, the project leader creates a kayako data import with the data
- If the customer is not able to give the data in the SecuTix format, The customer delivers his format and a special price is communicated to the customer (Ask FLO)
- VN verify the data and submit to ADI the data transformation foreseen during an import kick-off organized between VN and ADI. ADI validates the foreseen transformations.
- VN transforms the data by scripts or excel formulas. There is no individual modification. Every modification is reproducible with the scripts or excel formulas. Only entire columns are modify. No individual modification is done on a line
- VN imports the data in a development environment to validate the import process. VN correct the scripts and formulas to solve the imports problems.
- The quality gate in VN verify the log file and the protocol used (scripts and excel formulas applied to transform the data) Actions are taken in VN if corrections are necessary
- No later than one week before milestone, VN give back the data correctly formatted to ADI. VN delivers also the Log file and the protocol used with the scripts and excel formulas applied to transform the data)
- The data are imported into pre production environment (pre condition: The copy of data Institution and basic configuration) from prod – to preprod is done before.
- The customer validate the data import in pre-production
- Optionally, to import recent data, the customer has the possibility to give a second full data extraction at J-1 in the same format than the first data extraction. VN execute the same scripts on the data.
- ADI imports the data in production
- ADI gives to VN the list of non-imported data as a log file
- VN update the kayako with the list of non-imported data (Log file), set the kayako to “final validation” and set the owner to the project leader
- The project leader validates the import, transmits to the customer and set the kayako to “solved”.
Deduplicate contacts
Write how to do
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Prepare your data to be imported
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- To create new contacts, go to Contact creation.
- To update existing contacts, go to Contact update
- To invalidate existing contacts, without loosing information, go to Invalidate contact
- To delete existing contacts, go to Delete contact or Erase contact information
- To anonymize contacts, go to Anonymize contact
- TO To qualify our contacts, go to Define criteria's for the contacts)
Qualify our structures: define type of structure, go to Define type of structure
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Special services: Import from non SecuTix formed data
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