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.
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, Name Suffix, Mobile Phone and Phone.
- A complete address (address line 1, city, state, zip, and country) is required for address to be saved with this file. Partial address contents will be ignored.
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 (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 | |
| 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
In the example below, a fictitious custom field (SHOE_SIZE) is included.
1: 2: |
ACCOUNT_ID|PREFIX|FIRST|MIDDLE|LAST|SUFFIX|BDATE|GENDER|ADD1|ADD2|CITY|REGION|ZIP|COUNTRY|PHONE|MOBILE|EMAIL|PASS|PIN|ENROLLTIME|LOCEXTREF|SHOE_SIZE 34109||Jason|C|Smith||1984-11-11|M|100 Main St|APT 4|Newark|DE|19711|US|1-(302)555-1212|1-(403)394-1240|jsmith@kognitivloyalty.com|charlie|54321|04/14/2012 15:14:13|1|7 |
