S-360 Documentation

Page tree

Versions Compared

Old Version 36

changes.mady.by.user ADI

Saved on

compared with

New Version 37

changes.mady.by.user ADI

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Field codeField typeMandatoryDescription
INSTITUTIONText 15Yes

Institution code owning the data to be imported.

ORGANIZATIONText 15

Yes

Default: *

Organization owning the data to be imported.

A « * » indicates that all organizations of the given institution are concerned. This is the default value.

OPERATIONEnumYes

Operation to be executed

INSERT : insert the row as a new contact

UPDATE : update the contact. Can be used to link criterion to contact.

UPDATEACT: update the contact and reactivate it if needed.

DELETE: Applicable to all contacts.

  • Delete the contact address, communication mean
  • For authorization and criterion value. Only delete the value that specified in excel file.
  • The email will be empty and contact can't be login to ticketshop anymore.
  • This action is irreversible.

INVALIDATE: Applicable to contact which has no sales.

  • Just mark contact as invalid with reason: ACCOUNT_DELETED.
  • All other information are in tact (not removed).

ANONYMIZE: Applicable to all contacts (even if it has sales).

  • All contact information is deleted. Contact name is changed in to 'XXXXXXXX'.
  • Set contact as ACCOUNT_DELETED and remark contact with 'Contact anonymized'.
  • The contact's sales information are in tact (not removed).
  • This action is irreversible.

DROP : Should only be used for mis-import. Applicable to contact that imported and has no modified since then.

  • Drop the contact and all its information.
  • The contact is not dropped if it is used in existing sales.

CONFIG: Configuration line for admin numbers and criteria.

  • If the codes are defined on this row, then the fields can contain only the value instead of the CodeValue.
  • The configuration remains valid until a new configuration line
  • Initially, no codes are defined, forcing the CodeValue format.

Contact

Field codeField typeMandatoryDescription
CONTACT_NRText 20Yes if OPERATION is not INSERT

Contact number. If your contact numbers have leading zeros, they must also be given.

Note: The field CONTACT_NR is mandatory for all OPERATION that is not INSERT.

ROLEEnum Role of the contact when it is created. If the field is left empty, RELAY will be used when Individual and structure data are given. PUBLIC when only individual or structure data is given.
TITLEText 200 

Data will be imported if value is defined.

LETTER_SALUTATIONText 200 

If value is empty, these fields will be interpolated from the TITLE field, according to the language of the individual.

Ex: if TITLE = 'MR'

→ ADDR_SALUTATION = 'Dear Sir'

→ LETTER_SALUTATION = 'Mr'.

ADDR_SALUTATIONText 200 
FUNCTIONText  The function of the contact (Head of operations, Chairman, ...)
REMARKText 

Free remark.

Adding two pipes « || » at the beginning will add the text to an existing remark instead of overwriting it.

...

Field codeField typeMandatoryDescription
OFFICIAL_NAMEText 100 

Official name of the structure. The name will be truncated if it is too long.

ADDRESS_NAME1Text 38 

Name of the structure for the adresse

If it is empty, it is taken from the official name

 If it is too long, it is truncated.
ADDRESS_NAME2Text 38 
STRUCT_TYPECode 

The type of the structure. The code must be defined as described in Structure type definition

COMMUNITY_TYPECode The code of the community type. If it is left empty, then the structure isn't member of any community.
ADMIN_NUMBERCodeValue 

Administrative number, for example a SIRET number. Only one number can be given here, but subsequent updates of the contact may help adding several numbers.

  • On the CONFIG row, the user can define the default code.

Example

Field valueComment
SIRET=404 833 048 00022The SIRET number is 404 833 048 00022
404 833 048 00022SIRET must have been defined in a CONFIG row
NB_EMPLOYEESNumber  
WEB_SITEText 2000 URL to the structure's website. It must contain the http:// prefix.

...