Intended Application
To insert new members or update existing members.
Notes
- Header record is expected. The first record will be skipped.
- 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.
- In the event a provided birthdate can't be properly interpreted (bad data), the file import will suspend itself.
- Records containing potentially dangerous sequence of characters and commands used in cross-site scripting attacks may be rejected.
Processing Logic
- If the Account Id does not exist in the system, a new member will be created.
- If the Account Id does exist, the member's information will be updated with information in the record.
- If no Account Id is contained within the record, a new member without an Account Id will be created.
- For optional fields, blanks will be ignored and will not change the database values with the exception of Name Prefix, Middle Name, and Name Suffix.
- A complete address (address line 1, city, state, zip, and country) is required for address to be saved with this file.
File Structure
|
DATA COLUMN |
DATA TYPE | DATA REQUIRED? | FORMATTING | NOTES |
|---|---|---|---|---|
|
Account Id |
Alphanumeric |
No |
|
For programs that do not have traditional account Ids, insert the Email address or phone number in the event that updates are required (whichever is being used as an account identifier) |
|
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 | ||
| Address Line 2 | Alphanumeric | No | ||
| City | Alphanumeric | No | ||
| Region/State/Province | Alphanumeric | No | 2-letter abbreviation or region name (dependent on region type for country) | |
| Postal/Zip Code | Alphanumeric | No | ||
| Country | Alphanumeric | No | 2-letter abbreviation | |
| Phone | Formatted Numeric | No | See Article | |
| Mobile Phone | Formatted Numeric | No | See Article | |
| Email Address | Alphanumeric | No | email@address.com | |
| Preferred Contact Method - Offers | Numeric | No | 1 = Email, 2 = Text | If no value default to 1 (Email) |
| Preferred Contact Method - NonOffers | Numeric | No | 1 = Email, 2 = Text | If no value default to 1 (Email) |
| Customer Web Portal Password | Alphanumeric | No | Maximum of 20 characters. | |
| Kiosk PIN | Numeric | No | Maximum of 6 characters. | |
| Enroll Date/Time | Date/Time | Yes | MM/DD/YYYY HH:MM:SS | Cannot be changed via an update. |
| Location External Reference | Alphanumeric | Yes | The external reference of the location where the member enrolled. Cannot be changed via an update. | |
| Custom Field(s) | Varies | No | Custom Field External Reference(s) is needed in header in proper position. |
Sample File
1: 2: |
ACCOUNT_ID|PREFIX|FIRST|MIDDLE|LAST|SUFFIX|BDATE|GENDER|ADD1|ADD2|CITY|REGION|ZIP|COUNTRY|PHONE|MOBILE|EMAIL|PCM-OFFERS|PCM_NONOFFERS|PASS|PIN|ENROLLTIME|LOCEXTREF 1919|Mr.|Test|C|Member|Jr.|1956-12-12|M|400 Main St|APT 4|Newark|DE|19701|US|1-(555)555-1234|1-(555)555-4321|test@kognitivloyalty.com|1|2|abc1234|1234|01/09/2013 13:42:00|4444 |
