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Summary
This article covers the recommended and proper order for importing customer data into EngageIP. When importing large amounts of data it is recommended to use the DataMigration Utility.
Before you can proceed with any import process here please complete the article: Data Migration – Import Methods and Configuration.
Import Examples
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Note: SortOrder is supported on some of the imports listed below and they will have the element included in the example where supported. The list is also here: |
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Branded indicates if the owner is Branded (presents owner account with a Setup Menu allowing for their own configuration options which will apply to all accounts under them) or Non-branded (inherits the configuration of brandedowner above the branded owner above them).
Country/State/County/City allows you to set the INPUT level of the address. For example, if they are all true, then pick lists will appear within the system. If they are false free form text fields will appear.
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Owner Page Extension Import
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<?xml version="1.0"?> <PageExtensions> <PageExtension Name="TestPageExtension" Owner="/Owner=Logisense Corporation" Page="child/add" Script="return true" /> </PageExtensions> |
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Country | Country name | ‘United States’ or ‘Canada’ |
Owner | Name of the Owner the country belongs to |
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CountryAddressFormat | The formatting as created on the setup tabpage | 'Address Level 1' or 'Canadian Address Format' |
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Name | Name of account under which payment should b e applied. May be a child of bsmith as shown in above example | ‘bsmith’ or a child of bsmith ‘frank’ |
Code | Transaction code as already entered on setup tabpage. Adds as a component on services | ‘DSL’ or ‘Access Service’ |
BaseFee | Value of base fee | ’30.00’ |
SetupFee | Value of setup fee | ’30.00’ |
ServiceLength | Numeric value of service length | ‘1’, or ‘12’ or any other number |
ServiceType | Type of service | ‘AccessService’, ‘Dialup’, these will be preconfigured in Adminportal |
Owner | Name of the Owner that the role applies to | this will be based on previous import |
Type | This is the period type which modifies the service length. A monthly service would hav ea servicelength of 1, and the Type would be ‘MONTH’ | Values: Once Minute Hour Day Week Month Year |
Description | Description of the service | ‘Monthly Postpaid Dialup Service’ |
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Name | Descriptive name of ticket category | Support, Billing, Administrative |
Owner | Name of the Owner the country belongs to | this will be based on previous import |
ContactType | Name of contact type | this will be preconfigured in the system for contact types on the setup tabpage |
DataType | Variable data type, defined in database | These names represent the format of the intended data. Name like ‘John Smith’. Email like ‘userame@domain.com’IP Address like ‘192.168.1.1’ ========== Name Text Integer Double Date/Time Date Password Address Postal Code Email Phone CreditCard Number CVV CreditCard Expiry Date Full Name Bank Routing Number Bank Account Number Currency IP Address Memo Encrypt Domain Name MAC Address Port Script Time Terms Day Of The Month Path URL Usage Phone Number File Duration |
Required | Defining whether this contact point is required when adding the user account | Values: ‘True’ or ‘False’ |
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