Intended Application
To insert new members into the database with or without an initial available point balance, along with optional member custom field data.
Notes
- Header record is expected. The first record will be skipped.
- If member custom fields are used, they must by represented by their external reference in the header, in the proper column position.
- If custom field data is for a "list" type custom field, a semi-colon must be used to separate the items.
- If an invalid parameter for a "dropdown" custom field is imported, any existing value for this field will be removed.
- For checkbox value types; 1, Y, YES = True (Checked) || 0, NO, N = FALSE (Unchecked).
- Any delimiter, except for a semi-colon and [tab], can be used to separate columns. The delimiter used is then specified at the time of file import.
- Records with Account Ids that already exist in the database will be ignored.
- At the time of import, user must select a transaction type using the direct point entry method in order for points to be assigned to the member accounts.
- In the event a provided birthdate can't be properly interpreted (bad data), the file import will suspend itself.
File Structure
|
DATA COLUMN |
DATA TYPE | DATA REQUIRED? | FORMATTING | NOTES |
|---|---|---|---|---|
|
Alphanumeric |
No |
|
Data is not required, but is highly recommended. | |
| Name Prefix | Alphanumeric |
No |
|
|
|
First Name |
Alphanumeric |
Yes |
||
| Middle Name | Alphanumeric | No | ||
| Last Name | Alphanumeric | Yes | ||
| Name Suffix | Alphanumeric | No | ||
| Birthdate | Date/Time | No | YYYY-MM-DD | |
| Gender | Alphanumeric | No | Allowed Values (Blank, M, F, Male, Female) | |
| Address Line 1 | Alphanumeric | No | This data must be included in order for all address components to be stored. | |
| Address Line 2 | Alphanumeric | No | ||
| Address Line 3 | Alphanumeric | No | Antiquated field -- data no longer stored. | |
| City | Alphanumeric | No | This data must be included in order for all address components to be stored. | |
| Region/State/Province | Alphanumeric | No | 2-letter abbreviation or region name (dependent on region type for country). This data must be included in order for all address components to be stored. | |
| Postal/Zip Code | Alphanumeric | No | This data must be included in order for all address components to be stored. | |
| Country | Alphanumeric | No | 2-letter abbreviation. This data must be included in order for all address components to be stored. | |
| Phone | Formatted Numeric | No | See Article | |
| Email Address | Alphanumeric | No | [email protected] | |
| Available Point Balance | Decimal | No | Value must be >=0 | |
| Customer Web Portal Password | Alphanumeric | No | Maximum of 20 characters. | |
| Kiosk PIN | Numeric | No | Maximum of 6 characters. | |
| Member Custom Field(s) | Varies | No |
Sample File
In the file below, MemberType represents a member custom field.
1: 2: |
AccountId|Prefix|First|Middle|Last|Suffix|Birthdate|Gender|Add1|Add2|Add3|City|Region|PostalCode|Country|Phone|Email|PointAvail|Password|PIN|MemberType 34109||Jason|C|Smith||1984-11-11|M|100 Main St|APT 4||Newark|DE|19711|US|1(302)555-1212|[email protected]|493.10|charlie|54321|A |
