When you import data to the local database, you will see the list of errors, auto-corrections, and download report option. You can download the entire report. The following table provides the list of errors that could encounter while importing for the customer. 

The following are the topics covered in this article

TABLE OF CONTENTS

Error Descriptions

To know about supported fields and template configuration for each profile, skip to the next section.

ErrorExplanation
When different users are linked with the emailEmail is already present for some other registered user in the system
When an error on duplicate external id occursAll records would be rejected
When an error on duplicate value for mobile in the file occursAll records would be rejected
When an error on duplicate value for external_id in the file occursAll records would be rejected
When an error on duplicate value for an email in the file occursAll records would be rejected
When a different user is linked with the mobileMobile number is already registered for a different user in the system
When different mobile is linked with the usersSince the mobile number is not allowed to update though import, trying to update an existing mobile for a user leads to such error
Different external id linked to the userThe external id already exists in our database or the external id is associated with a different user
Invalid Mobile NumberCheck the pre-configured mobile regex for brand
When a different user gets linked with the external id, duplicate value for mobile in a file, duplicate value for an email in file occursExternal ID / Card number is already registered for a different user
Invalid email idDeviation from standard Email regex
Deactivated user / Fraud UserThe user is inactive or marked as fraud (as per brand requirement)
When customer name contains special charactersCustomer Name should not contain any special characters other than alphabets/space
 join_date is invalid/null/void/of future date Invalid join date
 join_store is invalid/null/void The store(s) specified in the file are not present in the system



Card Import

Lets you import the historical data of customer’s card details

Setup Import

To set up the import, follow these steps.

  • In Choose profile, select Card Import profile to create an import template.
  • In Choose template, select template using the drop-down options.
    If no template available in the drop-down option, follow these steps
    • In Create new template, enable the checkbox to create a new template.
    • In Name of the template, enter the name of the template.
  • Click Submit.

Template Configuration

To configure the template, follow these steps.

  • In Choose customer's unique identifier, select customer identifier that is present in the CSV file - mobile, email, external id, user id.
  • In Link user, enable the option to tag the customer.
  • Click Submit.

Configure Field Mapping

The following are the fields to map with the CSV headers(column names).

FieldDescription
Card Number(Number) *The unique number of the card as per the card series configuration.
Card Series Code(Series Code) *The unique code (supports up to 50 characters) for the card series. Only alpha-numeric is allowed.
Card Status Label(Status Label) *Current user-defined status of the card. Check your user-defined values for the system values (not issued, active, inactive, deleted, expired).
Till IUN Or Store Ext Id(Store Code) *The unique identifier of the Till or store which is tagged to the card series.
User IdThe unique code to identify the customer to whom the card is allotted.
MobileThe mobile number of the customer to whom the card is allotted. 
External IdThe external ID of the customer.
EmailEmail address of the customer to whom the card is allotted.
Card External ID(Card External Id) This is the external reference ID of a card provided by the Org.

Note: * Mandatory field.


CSV Sample:

Card Number,Card Series Code,Card Status Label,Till IUN,Mobile,Email,External Id,User Id,Card External ID

GOLDPHY2TT12311,GOLDPHY2,NOT_ISSUED,1234,8765433279,xyz@abc.com,WA8765433279,1234234,E34334


Card Series Import

Lets you create new card series for the organization or organization units. For example, value cards, premium cards, digital cards, physical cards, and many more cards.

Card series stores information such as card series name, the procedure to create card numbers for the card series, card expiry date or time period, and more.  

The following are a few more information stored on the card series.

  • Card series name
  • Card series code 
  • Card number generation configurations
  • Card expiry configuration
To auto-generate the card for the series set the Card Generation Enabled field value - true.

Setup Import

To set up the import, follow these steps.

  • In Choose profile, select Card Series Import profile to create an import template.
  • In Choose template, select template using the drop-down options.
    If no template available in the drop-down option, follow these steps
    • In Create new template, enable the checkbox to create a new template.
    • In Name of the template, enter the name of the template.
  • Click Submit.

Template Configuration

To configure the template, follow these steps.

  • In Select fields to be Update, add or remove your preferred fields to update.
  • Click Submit.

Configure Field Mapping

The following are the fields to map with the CSV headers(column names).

FieldDescription
Card Series Code(Series Code) *Unique code (supports up to 50 characters) for the card series. Only alpha-numeric is allowed.
Expiry DaysValidity of the card series in the number of days from the issued date.
Card Type *Type of the card. For example, PHYSICAL (for physical cards), DIGITAL (for digital or soft copies).
Card SuffixEnding characters of a card series.
Card PrefixStarting characters of a card series.
Card LengthLength of the card series number. For example, on a credit or debit card you can see 16 digits of the card number.
Card Generation EnabledEnter the value as true to auto-generate cards for the series, false to generate cards manually.
Till IUN Or Store Ext Id(Store Code) *Unique identifier of the Till or store which is tagged to the card series.
Card Series Description(Description)Description of the card series.

Note: * Mandatory field.


CSV Sample:

Card Series Code,Card Series Description,Card Type,Card Generation Enabled,Card Suffix,Card Prefix,Card Length,Expiry Days,Till IUN

GOLDPHY2,Gold Card,PHYSICAL,true,2021,GOLD2,16,1000,1234


Customer Status Import (Customer Status Update)

Lets you update customers` status labels.

The following are the supported fields for the profile.

  • Customer identifier* (user ID/email ID/external ID/mobile)
  • Customer Status Label* - New status label of the customer
  • Till IUN Or Store Ext Id(Store Code)   - to associate with the update action.


CSV Sample:

Mobile,External ID,Status Label,StoreCode, 

91982737437,Active,store.4683

Setup Import

To set up the import, follow these steps.

  • In Choose profile, select Customer Status Import profile to create an import template.
  • In Choose template, select template using the drop-down options.
    If no template available in the drop-down option, follow these steps
    • In Create new template, enable the checkbox to create a new template.
    • In Name of the template, enter the name of the template.
  • Click Submit.

Template Configuration

To configure the template, follow these steps.

  • In Choose customers' unique identifier, select your preferred customer's identifier - Mobile, External ID, User ID, and Email.
  • Click Submit.

Configure Field Mapping

The following are the fields to map with the CSV headers(column names).

FieldDescription
User IdThe unique code to identify the customer.
MobileThe mobile number of the customer.
External IdThe external ID of the customer.
EmailThe email address of the customer.
Customer Status Label(Status Label)Current user-defined status label of the customer.
Check user-defined values created for each standard status (Active, Suspended, Deleted, Fraud Suspected, Fraud Confirmed, and Internal).
To know more, see create customer status labels.
Till IUN Or Store Ext Id(Store Code)The unique identifier of the Till or store that is tagged to the customer.

Note: * Mandatory field.


Entity Life Cycle

Lets you map customer registrations with the source registration events of the org such as WeChat Follow, and WeChat Register.

The following are the supported fields for the Entity Life Cycle profile.

  • Entity Type*
  • Entity ID*
  • Org Source ID*  (ID of the source through which the customer is registered)
  • Activity* (Activity for which the customer is registered)
  • State*
  • Added by*
  • Reference ID*
  • Updated on*


Loyalty Customers

This profile is used to manage loyalty customers - add new customers or update existing customers' profiles. Apart from the standard fields specified below, you can also add custom field values and customer-level extended field values. The CSV file of loyalty customers should contain the following fields.

  • Mobile no./External id* (Email id that represents unique customer identity)
  • Store's External ID/ Store Terminal Username*
  • Registration date
  • First Name
  • Last Name
  • Email ID*
  • Mobile No.*
  • Loyalty Points
  • Lifetime Points
  • Lifetime Purchases
  • External ID*
  • Date of Joining
  • Store Code*
  • Slab Name
  • User ID** (required to update existing customer profile)

CSV Sample

First Name,Last Name,Mobile,Email,External Id,Till IUN Or Store Ext Id

Tom,Sawyer,9900111111,tom.sawyer@capllary.com,lb67p,mal1


Template Configuration

OptionDescription
Disable existing data updationCheck this box to not allow updating existing customer details
Disable updation of custom fields with empty valuesCheck this box to not allow updating custom field values with null values
Select fields to be updatedAdd the fields that you want to allow updating for the current template
Replace invalid store names withChoose the store that you want to replace with wherever invalid stores are identified
Append country code to the mobile number automaticallyCheck this box to prefix the base country code of the org's base country wherever mobile numbers without country code are identified.
Disable mobile number validationCheck this box to disable validating mobile numbers while registering customers (through the current import)
Disable email id validationCheck this box to disable validating email ids while registering customers (through the current import)
Denote stores by external idsCheck this box if the stores of the organization use store external ids as store codes
Choose customers' unique identifierChoose the unique identifier of the customer used at the organization



User Subscription (Subscription Service New)

This profile is used to update the status of the subscription of customers for different channels. You can only use mobile numbers and email IDs that are registered in the org. Extended fields update also has Replay option - When an import job is failed to upload from the temporary database to the main database for some reason, the system retries to upload for up to three times, until successful upload. If the import fails even then, you have an option to manually retry in the import details using Click to Replay on the Import File Details page. This option is available for up to seven days.

 

Template Configuration

  • In Select the user input type, select the unique identifier of customers used in the CSV file (MOBILE/EMAIL/ETERNAL ID/USER ID)

For bulk subscription update, create a CSV file with the  following fields

FieldDescription

Account Name

Required for channels with multiple accounts.
Org Unit or Concept CodeConcept code or org unit code for which you want to update subscription details.
Comm Channel*The communication channel for which you need to update customer subscription status.
Supported values: line, mobile, email, whatsapp, ios, android, postmail, mobilePush
Priority*Type of message to update status.
Supported values: TRANS, BULK
Sub Status*The new status of the channel.
Supported values: OPTIN, OPTOUT

Mobile* *

Mobile number of the customer. This is required if  Select the user input type in Template Configuration is Mobile.

External ID**

External ID of the customer. This is required if  Select the user input type in Template Configuration is External_ID.

User ID**

User ID of the customer. This is required if  Select the user input type in Template Configuration is User_ID.
Email**Email ID of the customer. This is required if  Select the user input type in Template Configuration is Email.



CSV Sample of Subscription to Trans SMS:

Mobile,Subscription Status,Channel,Priority

9900111111,OPTIN,SMS,TRANS 

CSV Sample of subscription to bulk email

Mobile,Subscription Status,Channel,Priority

9900111111,OPTIN,EMAIL,BULK


Update Fraud Status

This profile lets you update the fraud status of customers.

The CSV file should contain the following fields.

  • Mobile no./External id/External ID/User ID*
  • Fraud status* (Values: INTERNAL, MARKED, CONFIRMED, RECONFIRMED, NOT_FRAUD)
  • Fraud reason* 
  • Store code*
Any one customer identifier among the mobile number, email ID, external ID, or user ID is mandatory.


CSV Sample to update fraud status

Mobile,Status,Reason,StoreCode

9900111111,INTERNAL,Staff customer,store654

Template configuration

OptionDescription
Replace invalid store names withChoose the store that you want to replace with instead of invalid stores.
Denote stores by external idsCheck this box if the stores of the organization use store external ids as store codes.
Select the user input typeChoose the unique identifier used for the customer in the CSV file - MOBILE, EMAIL, EXTERNAL_ID, USER_ID.