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If more data needs to be updated, an extended import is necessary.
Describe here the key that identify the contact to be updated
Detailed information about the basic import can be found here: How to do your import contact file in SAM?
Extended import
The extended import gives the possibility to update many other fields and objects.
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- Individual information
- First name, last name, date of birth, preferred language, …
- Structure information
- Structure name, structure type, community type, administrative numbers, …
- Postal address
- Possibility to import Billing and shipping addresses separately.
- Communication means
- E-Mail address, phone numbers
- Criteria
- Authorizations
Describe here the key that identify the contact to be updated
Describe how to export data from SecuTix, change it, reimport data.
The details and more fields are found here: Contact import Format (Extended).
How to update
- Request a service to get a list of contact with contact numberin an Excel file
- Update the contacts in the Excel file
- Request a service to update the contacts with the modified file
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