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File format for contacts

The generic file format is described in Generic file format (Extended). This documents describes all available import fields.

In general:

  • Field with empty data mean "ignore this field".
  • Put value '=' will remove the current value in system.
  • Field with data will be imported.

A contact can be Individual or Structure so for Contact creation case: At least FIRSTNAME, LASTNAME or STRUCT_NAME must have data.

In case you want to associate a contact to a criteria or structure type. Follow these links: Contact criteria definition and Structure type definition to create the records.

Global fields

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.

Individual

Field codeField typeMandatoryDescription
FIRSTNAMEText 100 

First name

LASTNAMEText 100 Last name
BIRTHDATEDate Birth date
PREF_LANGCode 

Preferred language.

Use the 2 lettre ISO code. Examples: en, fr, es, it, ...

Structure

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.

Address

Field codeField typeMandatoryDescription
ADDR_TYPEText 3 

M: Main address

S: Shipment address

B: Billing address

Ex: M or B or S or MB or MBS, etc...

Leave empty --> that address use for 3 types.

LINE1Text 100 

Address lines.






LINE2Text 100 
LINE3Text 100 
ZIPCODEText 10 
TOWNText 20 
TOWN_COMPLEMENTText 20 
COUNTRYCode 

Country code using the ISO codes

Example: FR, ES, EN, GB (and not UK), ...

Full name of the country can also be given. They should be written exactly (spaces,hyphens, ...) as they are defined in SecuTix.

By default, the country of the institution is used.

Communication means

Field codeField typeMandatoryDescription
TELEPHONEText 15 

Landline phone number.

Following formats will be recognized. These examples assume country FR (country of the address, or by default the country of the institution).

The initial << + >> sign will be recognized as well as 00.

The country prefix can be forced if it entered in parenthesis at the beginning.

All other non digit signs are ignored.

Examples

Input countryInput numberStored asRemark
FR01 40 15 80 0033 / 0140158000 
FR1 40 15 80 0033 / 0140158000The leading 0 has been added for France
FR0041 21 613 21 1133 / 041216132111Country prefix (41 but looking for 33) could not be recognized
CH

0041 21 613 21 11

+41 21 613 21 11

41 / 0216132111Country prefix could be recognized
FR(41)021613211141 / 0216132111This format allows to force the country code.
FR01 SVP 77 77017777 
    

:

FAXText 15 Fax number. Same rules as for PHONE.
CELLPHONEText 15 

Mobile phone. Same rules as for PHONE.

EMAIL1Text 250 

Will be used as username for ticket shop login.

If email does already exist, the email is imported but can't be used to login.

The email validated by regular expression: ^[0-9a-z+\$_-]+(\.[0-9a-z+\$_-]+)*@[0-9a-z+_-]+(\.[0-9a-z+_-]+)+$

EMAIL2Text 250 

Alternative email address. Cannot be used for login.

EMAIL3Text 250 Alternative email address. Cannot be used for login.

Authorization

Field codeField typeMandatoryDescription
AUTH_CNIL_OBoolean 

Accept communications from institution

AUTH_PARTNERBoolean Accept communications from partners
AUTH_CNIL_TBoolean Accept transmission of electronic coordinates to third parties
AUTH_SMS_MMSBoolean Accept SMS or MMS from institution
AUTH_LETTERBoolean Accept letter from institution
AUTH_PHONEBoolean Accept phone from institution
AUTH_EMAILBoolean Accept email from institution

Criterion

Field codeField typeMandatoryDescription
CRIT01CodeValue 

The code must be created as described in Contact criteria definition.

  • Several values can be given. They need to be separated by pipes.
  • On the CONFIG row, the user can define the default code.

Examples:

Field valueComment
PREFCOL=RedThe preferred color is Red only
PREFCOL=Red|GreenThe preferred color is Red and Green
Red|GreenPREFCOL must have been defined in a CONFIG row
...  
CRIT50CodeValue 
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