SLX v7.5 DS Import Account Contactcrm-in1.messefrankfurt.com/services/core/pool/oms/12.pdf · 2012. 7. 6. · CRM Design Document Import Account Contact Version r0.01 Page 4 of 18

CRM Design Document Import Account Contact

Version r0.01 Page 1 of 18

1. IMPORT ACCOUNT CONTACT

1.1. INTRODUCTION

1.1.1. PURPOSE OF THE SYSTEM

Saleslogix keeps extensive large volume of data. Periodically, user may collect the potential

exhibitor or visitor details from various external sources. He/She can enter the data directly

via the Saleslogix user interface, or import the data with Excel files.

The data is mostly well prepared in Excel format, and it would save user’s time if the well

formatted data can be imported into Saleslogix. With this feature, user only has to:

� Format the data according to the provided Excel template

� Pass the data file to support staff for further cleansing

� Apply the data to the system – pending for execution

� Execute at non-peak hours, with duplication checking.

1.1.2. SCOPE OF THE SYSTEM

Because this feature involves the access to the SQL Server Integration Service and SQL Server

Agency, the job has to be prepared by support staff with dedicated access right in SQL Server.

User only involves in preparing the data with the Excel template.

1.1.3. OBJECTIVES AND SUCCESS CRITERIA OF THE PROJECT

The feature aims to

� Speed up the cleansing of data with Excel

� Reduce the data entry time

� Improve the data quality

1.1.4. DEFINITIONS, ACRONYMS, AND ABBREVIATIONS

1.1.5. REFERENCES

1.1.6. OVERVIEW



1.2. CURRENT SYSTEM

In the older Saleslogix version (e.g. v5.2), it has a utility for user to import Excel file with the

predefined data structures. Problems encountered at that moment

� It has problem in handling the Traditional/Simplified Chinese.

� It has to define the field mappings.

� It can only add records, no checking, and no updating on existing data. That leads to many duplicated accounts and contacts.

� Data is imported as CSV format, and some special characters (e.g. “, tab) always cause the data shifted to next column.

Another approach is using the import Leads function in Saleslogix. Similarly, user has to map

the data fields each time. The details are not imported to Account/Contact details. Instead,

the data is added to the Lead details, separated set of tables.



By this approach, user can check and update individual Leads details before they consider

adding or merging to the Account/Contact details.

Once user confirms that the data can be added to Account/Contact details, he/she can let the

system to give him/her a list of potential account or potential contact. However, user has to

do it one by one.



1.3. PROPOSED SYSTEM

1.3.1. OVERVIEW

The operation involves 3 stages,

� User prepare the data with the Excel template,

� Support staff uses MS SSIS package to transfer the data to a template area, then

� System picks the data and update to the SLX database.

1.3.2. FUNCTIONAL REQUIREMENTS

1.3.2.1. IMPORT FILE TEMPLATE

User can download the file template from Saleslogix – Sales – Library – Data Import Template.

Another copy of template is kept at \\DataServer\Projects\Service\Data Import\ Template.

That is a master copy reserved for support staff. By default, all data fields in the Excel file are

set as TEXT format. It avoids the missing of leading zeros in data, e.g. phone/fax, MF

customer ID, etc. User must place the data properly in appropriate columns, and data should

not be mixed up (e.g. the city, state, zip, country; country/area code & phone; first name,

middle name, last name; etc).

System cannot handle the local language data if they are placed in English data column. The

outcome will be many “?” in the data. Thus, user must carefully separate the local language

data, and place them in appropriate columns.

Few critical problems are commonly encountered. They are very difficult to be identified from

the resultant data file. Thus, user should handle the file with greatest care.

� Copy or move of data – when rows or columns are hidden or filtered, copy and move will cause data updated to incorrect rows or columns.

� Drag at bottom right corner of a data cell – numeric data will increase by 1 on each row.

� Large scale of cut & paste – data shifted by few columns or rows. Example as contacts are shifted to another accounts’ rows.

Other than the general data columns, few control columns are defined in the import file, and

that may be useful for users

� LeadsourceID A 12 characters unique ID. Because most users cannot find the LeadsourceID in the system, they should leave in as “-“ and put all leadsources under the column Leadsource.

� LeadDate The lead date for the leadsources in LeadsourceID or Leadsource

� ExhibitionID A 12 characters unique ID. Use can put the exhibition code there and notice the support staff which owner should be used.

� Provider Staff who provides the data. The manager for any new account/contact added will be the provider. The provider must be one of the valid users in the Saleslogix.

� Columns after Provider and before ReferenceNo These are the data fields reserved for the system to update the result to the import table. After the data import has been completed, corresponding IDs will be updated to the table and the support staff can use them for other supplementary operations.



� AccountID In some cases, user may have the corresponding AccountID. He/she can provide the AccountID in the file. Then, system will pick the account with the given AccountID rather than search any matched account.

� ContactID Same as AccountID, user may have the corresponding ContactID. When he/she provides the ContactID, system will pick the contact with the given ContactID and pick the Account from that Contact.

� ReferenceNo It must be a unique number in each data file. System uses the reference no to distinct the records in each data file.

� Type It can be E (Exhibitor), V (Visitor, Attendee Customer in USA), S (Supplier), R (Press), or -. Exhibition history will be added if the type is ‘E’ and ExhibitionID is provided; and visitor history will be added if the type is ‘V’ and ExhibitionID is provided.

� LanguageCode System itself cannot identify any local language data. User must notice it by specifying the default local language in each row. Example as SC – simplified Chinese, TC – traditional Chinese, J – Japanese, K – Korean, RU – Russian, TU – Turkey, etc. System will use this information to determinate which COLLATE should be used.

� Owner Default owner of any newly added Account. For those existing accounts, system will not change its original owner.

� ForceUpdate & LastUpdate This is a paired condition. When the ForceUpdate is ‘T’, system will update any account/contact details if their modified dates are earlier than the LastUpdate. One exceptional condition is the account involves as exhibitor in a current or coming year’s exhibition – it is assumed that exhibitor’s detail should be most updated. If no force update can be applied, system only concatenate details or updates the blank fields.

� GroupName Distinct name for each data file. It aims to provide a unique code for user to form a group to extract the accounts or contacts in each data import. After each data import, user can

� Copy a contact/account group from _Sample

� Make a join with tempAccountContact

� Add a condition Criteria = GroupName.

Misc00 to Misc19 are additional columns for users to specify the data that does not appear in

the template. Support staff will have to prepare extra scripts to handle the data in Misc00 to

Misc19. The commonly used scripts will be kept at \\DataServer\Projects\Service\Functions.

In order to facilitate the support staff, users should put data in static columns with the data

label just after Miscxx, Example as Misc00 Invoice#.



Excel files are using Unicode, and it cannot be converted directly to the double byte data used

in Saleslogix (i.e. with windows locale), e.g. traditional/simplified Chinese, Japanese, Korean,

Russian, Turkey, etc. Besides, user sometime receives data in both traditional and simplified

Chinese. It would be a disaster for user if he/she has to check and

� Convert the characters to one language in each file, or

� Specify the language in each row.

Thus, the SSIS package would help to resolve the above by

� Perform a simplified Chinese against traditional Chinese conversion or traditional Chinese against simplified Chinese.

� Convert the Unicode data to a particular COLLATE data based on the language specified in the data file.

� Convert the COLLATE data to Saleslogix COLLATE data.

� Keep the data in a temperate storage area.



1.3.2.2. IMPORT DATA FILE

Under each data server, there is an Integration Services installed. Most SSIS packages should

have been imported under the Integration Services – Stored Package – File System – MF XX.

In order to run the SSIS packages under the Integration Services, support staff should have a

Credential under the SQL Server – SQL Server Agent – Proxies – SSIS Package Execution.

Credential can be added under SQL Server – Security – Credentials.

To perform the data import, support staff has to:

� Place the data file in a particular directory

� \\DataServer\Projects\Service\Data Import\Processing

� Data file name must be Data Source - EVAccount.xls

� In worksheet ‘Final Data’, the content of row 2 has been replicated to same number of rows as in worksheet ‘Source’.

� Select the package

� Right click and select ‘Run Package’

� Check the result, clear any problem encountered, and try it again only if necessary.

� Support staff can check the result in at temporary storage tables.



1.3.2.3. UPDATE DATA TO SLX

A daily job is built in the SQL Server Agent, to run the import Account process. The job is

started around 20:00 each day.

The process will

� Check the existence of the Account/Contact Cleansing will be applied on Account/Contact. Same account will be found if SLX exists a cleansed account in same country as the new data. Cleansing is applied to both English and local language.

� Add/update the Account/Contact/Address details.

� Add exhibition history and product categories.

� Add visitor history and visitor interests.

� Add product pilot records.

� Add leadsources.

1.3.2.4. DATA CLEANSING

The objective of the data cleansing is to convert the data to a common standard and remove

the redundant data elements. Thus, ‘AB XY Company Limited’, ‘AB XY Co., Ltd.’, ‘AB XY Co. Ltd.’,

‘AB-XY Co Ltd’, ‘AB (XY) Co Ltd’, etc will be considered as same account name.

The cleansing of English data is to

� Convert Unicode or double byte data to ASCII data

� Remove few commonly miss used data, e.g. ‘,’, ‘.’, ‘;’, ‘:’, ‘+’, ‘-’, ‘(‘, ‘)’, ‘<‘, ‘>‘, ‘/’, ‘\’, ‘"‘, ‘?’, ‘&’, ‘*’, ‘ and ‘etc.

� Remove the control characters such as line feed, carriage return.

� Convert the data to abbreviations such as



� ‘ H K ‘ to ‘ HK ‘

� ‘ Hong Kong ‘ to ‘ HK ‘

� ‘ HongKong ‘ to ‘ HK ‘

� ‘ Shanghai ‘ to ‘ SH ‘

� ‘ Shang hai ‘ to ‘ SH ‘

� ‘ S H ‘ to ‘ SH ‘

� ‘ GuangZhou ‘ to ‘ GZ ‘

� ‘ Guang Zhou ‘ to ‘ GZ ‘

� ‘ G Z ‘ to ‘ GZ ‘

� ‘ ZhuCheng ‘ to ‘ ZC ‘

� ‘ Zhu Cheng ‘ to ‘ ZC ‘

� ‘ Beijing ‘ to ‘ BJ ‘

� ‘ B J ‘ to ‘ BJ ‘

� ‘ Proprietary ‘ to ‘ Pty ‘

� ‘ Limited ‘ to ‘ Ltd ‘

� ‘ Company ‘ to ‘ Co ‘

� ‘ International ‘ to ‘ Intl ‘

� ‘ Int’l ‘ to ‘ Intl ‘

� ‘ S.p.A. ‘ to ‘ SpA ‘

� ‘ Development ‘ to ‘ Dev ‘

� ‘ Develop't ‘ to ‘ Dev ‘

� ‘ Corporation ‘ to ‘ Corp ‘

� ‘ Products ‘ to ‘ Prods ‘

� ‘ Factory ‘ to ‘ Fty ‘

� ‘ Industrial ‘ to ‘ Ind ‘

� ‘ Ind’l ‘ to ‘ Ind ‘

� ‘ Enterprise ‘ to ‘ Ent ‘

� ‘ Enterprises ‘ to ‘ Ent ‘

� ‘ Manufacturing ‘ to ‘ Mfg ‘

� ‘ Import ‘ to ‘ Imp ‘

� ‘ Export ‘ to ‘ Exp ‘

� ‘ Sub Council ‘ to ‘ Subcouncil ‘

The data cleansing of local language data is to

� Convert characters that appear in both double byte and ASCII to a standard format.



1.3.2.5. IMPORT FILE FORMAT

Data import form fields Descriptions of the

data field

Important Notice Format Field

Length

(Byte)

Mandatory/

Optional/

Blank

Field name in

Saleslogix

Client

Table and Field

name in Database

Example

Account English Company

Name

If both Account and

LAccount are not

provided, system will

use Contact full name

as Account.

160 O Account Detail -

Account

Account.Account Green Energy LLC

/ PTL Solar FZ LLC

AccountLocalName Non-English company

name (Simplify

Chinese, Traditional

Chinese, Japanese,

Korean, Turkish,

Russian, etc.)

If Account, LAccount

and Contact full name

are missing, system

will use LContact as

LAccount

128 O Account Detail -

LAccount

AccountLocal.LocalNa

me

凯撒（中国）股份有限公司

AccountPronounciation Japanese

pronunciation

For Japan office only 128 O Account Detail -ヨミ

Account.Pronunication ニホンデンネツケイキ

Address1 English Address

(Room, Floor,

Building)

128 O Add Edit

Address –

Room, Floor,

Building

Address.Address1 2nd Floor, NO.23

Building,


(Street)

128 O Add Edit

Address –

Street

Address.Address2 Donger Road,


(district)

64 O Add Edit

Address –

District

Address.Address3 BiTang Town,

City English Address (City) 32 O Add Edit

Address – City

Address.City Foshan

State English Address

(State)

32 O Add Edit

Address –

State/Prov

Address.State Guangdong

Zip English Address (Zip) 24 O Add Edit

Address –

Zip/Postal

Address.PostalCode 528031

Country English Address

(Country)

Address will be

applied to both

account and contact.

If this is a new account

or contact, system just

adds the address.

Otherwise, system

checks whether the

provided address

exists in SLX, by

perform a simple

cleansing (e.g.

remove comma,

double space, etc). If

the new address does

not exist, system adds

the address. If the

force update = ‘T’,

system will assign the

new address as

primary address. If no

country is provided, it

will consider it as any

country in searching

for the account/

contact in SLX.

64 O Add Edit

Address –

Country

Address.Country China

LAddress1 Non-English Address

(Room, Floor,

Building) (PO Box for

Dubai)

128 O Add Edit

Address –

Room, Floor,

Building

Address.Address1 PO Box 120599


(Street) (Not in use for

Dubai)

128 O Add Edit

Address –

Street

Address.Address2


(district) (Not in use for

Dubai)

64 O Add Edit

Address –

District

Address.Address3

LCity Non-English Address

(City) (City of the PO

box addr. for Dubai)

32 O Add Edit

Address – City

Address.City Dubai

LState Non-English Address

(State) (State of the

PO box addr. for

Dubai)

32 O Add Edit

Address –

State/Prov

Address.State

LZip Non-English Address

(Zip) (Zip of the PO

box addr. for Dubai)

24 O Add Edit

Address –

Zip/Postal

Address.PostalCode

LCountry English Address

(Country) (Ctry of the

PO box for Dubai)

This is for address in

local language or PO

box depends on the

language column. If

language = ‘E’, it is for

PO Box. Otherwise, it

is for local language.

PO Box only caters

address1, city, state,

zip and country.

Same operation as

above, except it will be

assigned as shipping

address if force

update = ‘T’. 64 O Add Edit

Address –

Country

Address.Country United Arab

Emirates

TelCtryCode Country code of

company telephone

no.

8 O Account.UserField1 971

TelAreaCode Area code of company

telephone no.


Tel company telephone

no.

32 O

Account –

Phone

Account.Phone 2282456

Tel2CtryCode Country code of

company 2nd

telephone no.

8 O Account.AlternateKey

Prefix

971

Tel2AreaCode Area code of company

2nd telephone no.

8 O Account.AlternateKey

Suffix

4

Tel2 2nd company

telephone no.

32 O

Account –

Phone2

Account.AlternatePho

ne

2282457

FaxCtryCode Country code of

company fax no.

Updated only if forced

update is specified

and the last modify

date of contact is

earlier than the

provided date; or the

existing phone/fax is

blank. 8 O Account – Fax

Account.UserField3 886




data field


Length

(Byte)

Mandatory/

Optional/

Blank

Field name in

Saleslogix

Client

Table and Field

name in Database

Example

FaxAreaCode Area code of company

fax no.


Fax company fax no. 32 O Account.Fax 2215234

FaxExt company fax

extension

8 O

Account_Extra.Fax1E

xt

123

Fax2CtryCode Country code of

company 2nd fax no.


Fax2AreaCode Area code of company

2nd fax no.


Fax2 2nd company fax no. 32 O Account.Otherphone1 2215234

Fax2Ext 2nd company fax

extension

8 O

Account – Fax2

Account_Extra.Fax2E

xt

124

Email Email of the company 128 O Account –

Email

Account.Email [email protected]

WebSite Website of the

company

128 O Account –

Website

Account.Webaddress www.ptlsolar.com

BusinessNature Business nature of the

company

Append only 255 O Account – Bus.

Nature

Account_Extra.Busine

ss Nature

Garment

manufacturer,

Fibres & yarns

manufacturer

Markets Target market of the

company

255 O Account –

Markets

Account_Extra.Market

s

China, Hong Kong

Industry Industry of the product

category belongs to.

(e.g.: Consumer)

(Product categories

are used to record the

products info of the

exhibitor. To add

product categories

info into CRM, product

categories must be

defined in Exhibition -

Product Category tab

first.)

Exact name

of the

Exhibition's

Industry.

User can

find it in

Exhibition -

DetailView

255 O

BrandName Exhibition brand of the

product category

belongs to. (e.g.:

Music China)

Exact name

of the

Exhibition's

Brandname.

User can

find it in

Exhibition -

DetailView

255 O

ProductCategories Product category to be

added to the account

Exact name

of the

Product

Group. User

can find it in

Exhibition -

Product

Category

Tab

255 O

ProductSubcategories Product sub-category

to be added to the

account

255 O

ProductDetails Product details to be

added to the account

255 O

ProductOthers items not defined in

CRM's product

categories

255 O

EndUse Product category

under the pre-defined

product group

<End-Use> in product

categories

We do not recommend

user to import Product

Category or Visitor

Registration Because:

1) Only one product

category/visitor

Registration Item can

be imported for each

row of data.

2) It is hard for user to

provide the exact

name of the Industry +

Brandname + Product

Group + Product

Category + Product

Sub-category +

Product Detail

If user want to import

product category or

visitor registration item

for the

account/contact,

please use "Misc"

fields and product

category no. to import

their data. For more

information, please

check column Misc02

to Misc05 in Example3

255 O

Account –

Product

Categories

AccountExhibitCAT.Pr

oductCAT.Description

Brands Brands owned by the

company

255 O Account -

Details Tab -

Own Brands

Account_Extra.Brands




data field


Length

(Byte)

Mandatory/

Optional/

Blank

Field name in

Saleslogix

Client

Table and Field

name in Database

Example

VisitorInterests Visitor Registration

Item under the

pre-defined visitor

registration group <

Visitor Interests > (For

visitor import only.)

255 O

VisitorPromotionCode Visitor Promotion

Code extracted from

VOR visitor data (as of

Aug 10, Only Dubai

use Visitor Promotion

Code)

255 O

JobNatures Visitor Registration

Item under the

pre-defined visitor


JobNatures > (For

visitor import only.)

255 O

InformationSources Visitor Registration

Item under the

pre-defined visitor


InforamtionSources >

(For visitor import

only.)

255 O

Contact –

Visitor –

Product

Categories

ContactInterestCAT.P

roductCAT.Descriptio

n

EventHistory Free text that used to

record events of that

company joined

This is a data field for

storing old data, avoid

to use it unless being

told

255 O Account –

Details – Event

History;

Contact –

Details – Event

History

Account_Extra.Event

History;

Contact_Extra. Event

History

SourceCode Free text that used to

group

account/contacts

This is a data field for

storing old data, avoid

to use it unless being

told

255 O Account –

Details –

Source Code;

Contact –

Details –

Source Code

Account_Extra.Source

code;

Contact_Extra.Source

Code

LeadSource Leadsource to be

added to the contact

serson

leadsource'

s

abbrevdesc,

if more than

one

leadsource

abbrevdesc

is provided,

use ";" to

separate it

255 O Contact –

Leadsources

Contact_Leadsource.

Leadsource.Descriptio

n

LT_11_E_Middle

East Electricity

Prefix Prefix of the contact

person (e.g.: Mr., Mrs.,

Dr…)

16 O Contact.Prefix Mr.

FirstName English first name of

the contact person

32 O Contact.FirstName Prabissh

MiddleName English middle name

of the contact person

32 O Contact.MiddleName

LastName English last name of

the contact person

System searches the

contact by English

name and local name.

If the contact is

existing, system only

assign a ContactID

and not change will be

applied in contact

name. Search of

contact is based on

different combinations,

e.g. first name +

middle name + last

name, first name + last

name, last name + first

name, with prefix or

without prefix.

32 O

Contact Details:

Contact

Contact.LastName Thomas

LContactlName Non-English name of

the contact person

Same. If contact is

found, system will not

change the local

name.

64 O Contact Details

- LContact

ContactLocal.LocalNa

me

林建成

LContactPronounciation Japan office only 64 O Contact Details

- Pronunciation

Contact.Assistant

Department English department

name of the contact

person belongs to

128 O Contact

Details –

Depart

Contact.Department Sales Department

LDepartment Non-English

department name of

the contact person

belongs to

128 O Contact Details

- LDept

ContactLocal.LDept 銷售部

Title English title 64 O Contact

Details – Job

Title

Contact.Title Sales Manager

LTitle Non-English title 64 O Contact Details

- LTitle

ContactLocal.LTitle 銷售經理

ContactPersonTelCntyCo

de

Contact person tel.

country code

Updated only if

8 O Contact

Details – Work

Contact.UserField1 971




data field


Length

(Byte)

Mandatory/

Optional/

Blank

Field name in

Saleslogix

Client

Table and Field

name in Database

Example

ContactPersonTelAreaCo

de

Contact person tel.

area code

8 O Contact.UserField2 4

ContactPersonTel Contact person tel. 32 O Contact.Workphone 2282456

ContactPersonTelExt Contact person tel.

extension

8 O

Contact.UserField9 123

ContactPersonTel2CntyC

ode

Contact person 2nd

tel. country code

8 O Contact_Extra.AltPho

neCountryCode

971

ContactPersonTel2AreaC

ode

Contact person 2nd

tel. area code


neAreaCode

4

ContactPersonTel2 Contact person 2nd

tel.


ne

2282477

ContactPersonTel2Ext Contact person 2nd

tel. extension

8 O

Contact

Details – Work2

Contact_Extra.AltPho

neExt

123

ContactPersonFaxCntyCo

de

Contact person fax

country code


ContactPersonFaxAreaC

ode

Contact person fax

area code


ContactPersonFax Contact person fax 32 O Contact.Fax 2215234

ContactPersonFaxExt Contact person fax

extension no.

8 O

Contact

Details – Fax

Contact_Extra.Fax1Ex

t

123

ContactPersonFax2CntyC

ode

Contact person 2nd

fax country code

8 O 971

ContactPersonFax2Area

Code

Contact person 2nd

fax area code

8 O 4

ContactPersonFax2 Contact person 2nd

fax

32 O 2215235

ContactPersonFax2Ext Contact person 2nd

fax extension no.

8 O

Contact

Details – Fax2 456

MobCtryCode Contact person mobile

phone country code

8 O 86

MobAreaCode Contact person mobile

phone area code

8 O

Mobile Contact person mobile

phone

forced update is

specified and the last

modify date of contact

is earlier than the

provided date; or the

existing phone/fax is

blank.

32 O

Contact Details

- Mobile 13825888117

ContactPersonEmail Email of the contact

person

128 O Contact

Details – Email

Contact.Email [email protected]

om

ContactPersonEmail2 Alt. Email of the

contact person

128 O Contact

Details –

Email2

Contact.Email3 [email protected]

m

Sex Contact person's

gender

1 O Contact Details

- Gender

Contact.Sex M

DoNotMail (T/F) "T" if that contact

person refuse to

receive mail

1 O Contact – Do

Not Mail

Contact.DoNotMail T

DoNotFax (T/F) "T" if that contact

person refuse to

receive fax

1 O Contact – Do

Not Fax

Contact.DoNotFax T

DoNotPhone (T/F) "T" if that contact

person refuse to

receive phone call

1 O Contact – Do

Not Phone

Contact.DoNotPhone T

DoNotEmail (T/F) "T" if that contact

person refuse to

receive email

Leave it blank if user

does not want to

change the current

status. 1 O Contact – Do

Not Email

Contact.DoNotEmail T

JoinMethod Type of the exhibitor

(e.g.:

Individual/Co-exhibitor

/Pavilion Exhibitor)

(For exhibitor import

only)

64 O Booth Details –

Join Method

ExhibitBooth.JoinMeth

od

Pavilion Exhibitor

PartnerName The company that the

exhibitor joined with.

(For

Co-exhibitor/Pavilion

Exhibitor/Joint

Exhibitor only)

128 O Booth Details –

Join with

ExhibitBooth.PartnerI

D

Messe Frankfurt

(HK) Ltd.

BoothType Booth Type of the

exhibition booth

64 O Booth –

Details – Booth

Type

ExhibitBooth.Booth

Type

Space Only

Product Name Product Name of the

exhibition booth, if

BoothType is not

specified, system will

assign the booth type

base on the setting in

Exhibition - Product

128 O Booth –

Details –

Product

ExhibitBooth.Product.

Name

Space Only - 1

Side Open

Hall Hall no. 32 O Booth –

Details – Hall

ExhibitBooth.Hall 6

Booth Booth no.

This has to work with

Type = ‘E’ and

ExhibitionID is

provided. System will

add exhibition history

with details here.

32 O Booth –

Details – Booth

ExhibitBooth.Booth LT1220




data field


Length

(Byte)

Mandatory/

Optional/

Blank

Field name in

Saleslogix

Client

Table and Field

name in Database

Example

Opensides No. of open sides of

the booth

Float O Booth –

Details – Open

Sides

ExhibitBooth.Open

Sides

1

Width width of the booth Float O Booth –

Details – Width

ExhibitBooth.Width 3

Depth depth of the booth Float O Booth –

Details – Depth

ExhibitBooth.Depth 3

Pillar pillar size of the booth Float O Booth –

Details – Pillar

ExhibitBooth.Pillar

BoothSize size of the booth Float O Booth –

Details – Booth

Size

ExhibitBooth.Booth

Size

9

RawSize raw size of the booth Float

O Booth –

Details – Raw

Size

ExhibitBooth.Raw

Size

FreeSize "free space" of the

booth

Float O Booth –

Details – Free

Size

ExhibitBooth.Free

Size

Qty no. of booth ordered Float O Booth –

Details – Size

ExhibitBooth.Qty

Remark Remarks to be added 255 O Account –

Details –

Remarks

Account_Extra.Remar

ks

PilotRecBy Product pilot order

receive person

64 O Productpilot.Received

By

PilotRecDate Product pilot order

receive date

Datetime

O Productpilot.ReceiveD

ate

PilotSndDate Date pp request sent

to Frankfurt

Datetime

O Productpilot.SendDate

PilotWebLink url of the pp page of

that company

128 O Productpilot.Weblink

PilotRemark remarks to be added

For product pilot only,

when Type = ‘P’ 255 O

Account –

Product Pilot

Productpilot.Remark

LeadSourceID Pre-defined lead

source that used to

group contacts

Normally user are not

able to access the

leadsourceID, thus,

please put the

leadsource

abbrevdesc in the field

"Leadsource" (in front

of Contact Prefix)

instead of this one.

If no

leadsource,

please enter

a ‘-‘

12 M L6UJ9A0000Q8

LeadDate the insert date of that

lead source

YYYY-MM-

DD

Datetime

M Contact_Leadsource.

LeadDate

2011-06-29

ExhibitionID The exhibition that the

exhibitor/visitor

belongs to, if

exhibitionid is

provided, depends on

the "Type" of the data

(V or E), visitor or

exhibition history will

be added to the

account/contact

12

characters

unique ID

assigned by

Saleslogix,

user can

find it in the

group

"ExhibitionI

D" in

Saleslogix

12 O Q6UJ9A02TLG9

Provider MF staff who provide

the data

System only applies

the provider as

account manager

when this is a new

account. For new

contact, the account

manager is transferred

from the

corresponding

account.

64 M Account: Acct

Mgr

Contact: Acct

Mgr

Account.AccountMana

ger;

Contact.AccountMana

ger

Akbar Ali

AccountID System generated

UID for the account

If AccountID is


not search the contact

and just apply this a

the found AccountID. 12 O Account.AccountID

ContactID System generated

UID for the contact

If ContactID is


not search the contact

and just apply this a

the found ContactID.

12 O Contact.ContactID C6UJ9A00O0JO

OpportunityID System generated

UID for the

Opportunity

12 B Opportunity.Opportuni

tyID

ExhibitBoothID System generated

UID for the

12 B ExhibitBooth.ExhibitB

oothID




data field


Length

(Byte)

Mandatory/

Optional/

Blank

Field name in

Saleslogix

Client

Table and Field

name in Database

Example

Exhibitbooth

AccAddressID System generated

UID for the account

address

12 B Account.Address.Addr

essID

CntAddressID System generated

UID for the contact

address

12 B Contact.Address.Addr

essID

ReferenceNo Unique Identifier for

the row of data

Make sure the group

name + reference no

should not be

duplicated.

5 digit

unique

identifier,

must be

unique in

the data file

6 M 10333

Type (V/E) Type of company

(Visitor or Exhibitor)

If no type is required,

please enter ‘-‘. If

other type is required,

user should use Misc

columns.

R or P or E

or V or S

(Press or

Product

Pilot or

Exhibitor or

Visitor or

Supplier)

1 O Account

Details – Type;

Cotnact

Details – Type

Account.Type;

Contact.Type

E

LanguageCode (SC/TC/J) Language used to

input the data

Language specified

here will affect the

locale used during

importing data from

file to database.

E /TC /SC

/K /J /TU/

RU

2 M E

Owner (Hong

Kong/China/Japan)

Owner of the data It must appear in the

pick list - Account

Owner.

48 M DB Light

ForceUpdate (T/F) "T" if you want to

replace existing data

T/F 1 M T

LastUpdate The last update date

of the data

If ‘T’ is provided,

system will update the

contents when the last

update date times of

account/ contact are

earlier than the Last

Update. If ‘F’ is

provided, system only

adds or appends data

to account/ contact

unless that is a new

account or contact.

YYYY-MM-

DD

10 M 2011-06-27

GroupName (Initial +

YYYYMMDD)

For database admin

only

Initial +

YYYYMMD

D, must be

unique in

the whole

database

10 M LT20110629

Misc0 255 O 03

Misc1 255 O 08

Misc2 255 O ;12;13;23;24;

Misc3 255 O 51;52;53;54;55;57

Misc4 255 O 31;32

Misc5 255 O

Misc6 255 O

Misc7 255 O

Misc8 255 O

Misc9 255 O

Misc10 255 O

Misc11 255 O

Misc12 255 O

Misc13 255 O

Misc14 255 O

Misc15

Data not suitable for

above fields

When putting data into

Misc fields, the

description of the data

must be added to the

column name of the

field.

(e.g.: Misc0 (Visitor

Interests) Please

check the comment in

the example provided

(Please note that not

all data are importable

by using misc field, if

you unclear about

what data can be used

in Misc fields, please

contact CRM support

team)

255 O




data field


Length

(Byte)

Mandatory/

Optional/

Blank

Field name in

Saleslogix

Client

Table and Field

name in Database

Example

Misc16 255 O

Misc17 255 O

Misc18 255 O

Misc19 255 O

Misc20 255 O

Misc21 255 O

Misc22 255 O

Misc23 255 O

Misc24 255 O

Misc25 255 O

Misc26 255 O

Misc27 255 O

Misc28 255 O

Misc29 255 O

Misc30 255 O

Misc31 255 O

Misc32 255 O

Misc33 255 O

Misc34 255 O

Misc35 255 O

Misc36 255 O

Misc37 255 O

Misc38 255 O

Misc39 255 O

Result System generated

parameter

1 B

1.3.3. NONFUNCTIONAL REQUIREMENTS

1.3.3.1. USABILITY

1.3.3.2. RELIABILITY

1.3.3.3. PERFORMANCE

1.3.3.4. SUPPORTABILITY

1.3.3.5. IMPLEMENTATION

1.3.3.6. INTERFACE

1.3.3.7. PACKAGING

1.3.3.8. CONSTRAINTS

SSIS package has a limitation on the string length (i.e. 255 characters), and the conversion of

COLLATE data to SLX data will be doubled. Thus, user has to take care about the data length



limitation on local language data.

1.3.3.9. LEGAL

1.3.4. SYSTEM MODELS

1.3.4.1. SCENARIOS

1.3.4.2. USE CASE MODEL

1.3.4.3. ANALYSIS OBJECT MODEL

1.3.4.4. DYNAMIC MODEL

1.3.4.5. USER INTERFACE



1.4. GLOSSARY

ISD Staff in Information System Department

MF Messe Frankfurt

MS Microsoft

SLX Saleslogix

SSIS SQL Server Integrated Service Package

MF XX XX represents the 2 characters for each location, e.g HK, JP, KR, US, DB

Documents

SLX v7.5 DS Import Account Contactcrm-in1.messefrankfurt.com/services/core/pool/oms/12.pdf · 2012. 7. 6. · CRM Design Document Import Account Contact Version r0.01 Page 4 of 18