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Table of Contents

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Introduction

Contacts can be imported many ways and can be done by the user himself or by a service executed by SecuTix.

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The data import may create new contacts, manage these by performing automated updates and also delete or deactivate obsoleted data.

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Basic Import

Following actions can be performed using SAM, and therefore be done by the user:

  • Create new contacts
  • Update existing contacts

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Extended Import

Extended imports have to be performed using SecuTix Services

  • Create new contacts
  • Update existing contacts
  • Inactivate existing contacts
  • Delete existing contacts
  • Define criteria values for contacts
  • Import from other tools

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File formats

For all imports, the file format is described in << document >> and an example Excel file is given. If this format is not respected, special actions have to be performed on the input files and may imply high costs.

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How to import

To import data, you can do it either by yourself using Basic import, or fill the needed files and request a service.

 

2    

Create new contacts

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Basic Import

The basic import can be done by the user himself. It is using an interface in SAM.

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If more data needs to be imported, an extended import is necessary.

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Extended Import

The extended import gives the possibility to load many other fields and objects.

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