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PS: Please describe a change request for the product to extend the import / update with some in order to do every import / update / with SAM and no more PL SQL service is needed.
3
Updates contacts
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Update with SAM module
Limited update. Possible to be done by the customer in SAM or as a service
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What is updated
Base on e-mail address this fields are updated:
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If you need more data to be updated see “Update by a service”
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Format of data to update
- See other docs no 2 and 3
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How to update
- Do it by yourself: Short descripting and print screen of SAM Import
- Or request a service
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Update with a service
Extended importation. Done as a service
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What is updates
Base on contact ID, this fields are updated:
- E-mail address
- First name, name
- Many address
- Criteria
- Authorization
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Format of data to update
- See other docs no 2 and 3
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How to update
- Request a service to get an list of contact with Contact ID in a Excel file
- Update the contact in the Excel file
- Request a service to update the contact with the file
4
Delete contacts
Same structure than import or update contact
5
Associate a contact to a criteria
Same structure than import or update contact
6
Special services: Import from non SecuTix formed data
We accept the following data format to be imported.
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Short description of the service.
7
Planning
At what time the cus
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