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It is important that the data to

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be imported are cleaned before import to assure high quality so that it can be used efficiently by the marketing tools.

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Contacts can be imported by the customer using SAM or by a service executed by SecuTix.

The customer give the contacts in a file that respect the SecuTix format

In special cases Contact data can be imported from a non SecuTix formatted source.  A special project will be set up for this.

The contacts are individuals or structures.

The contacts can be qualified with various criteria and the structures can be qualified with various type of structure.

Services provided

For the contacts the followings services are provided

• Create new contacts (With SAM or as a service)
• Update contacts  (With SAM or as a service)
• Inactivate contacts (As service)
• Delete contacts (As service)
• Qualify our contacts: define criteria’s for the contacts (As service)

• Qualify our structures: define type of structure (As service)

• Special service: Import from non SecuTix formated data (As service)

Basic Import

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

• Create new contacts
• Update existing contacts

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

Prerequisites

To be able to import contacts, you need following tasks to be finished

• The contact data must be cleaned: Adress must be correst, duplicated must be removed, older data must be deleted
• The structure types, if any, must have been defined (see XXX)
• The criteria and criterion elements must have been defined (see XXX)
• Each contact has a contact number. New contact must have new contact numbersIf the import inserts existing contact numbers, these must not exist. A specific range can be is reserved for existing contact numbers (How to know this range ? SecuTix or tzhe customer atgive contact number ?).

File formats

For all imports as a service, the file format is described in Contact import Format (Extended) and example Excel files are given. If this format is not respected, special actions have to be performed on the input files and may imply higher costs.

 No information is mandatory and data with missing fields will also be imported.

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Create / update / modify contacts

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