Changes for page Pre-Import Checklist

Last modified by steven@one-count_com on 2018/07/10 16:42
From version 2.1
edited by melanie@one-count_com
on 2016/12/06 14:40
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/12/06 14:40
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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3 +{{id name="Start ScreenSteps Content"/}}
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5 +=== CHECK IMPORT FILE ===
6 +
7 +~_~__ Import file saved in comma, quote delimited .csv format
8 +
9 +~_~__ Remove duplicate records from the file – ONEcount does not identify duplicates within the import file itself.
10 +
11 +~_~__ Remove empty/blank columns
12 +
13 +~_~__ No column is labeled "ocid" (use oc_id or ONEcount ID or something similar)
14 +
15 +~_~__ Leading zeroes are in postal codes and any other fields that require them
16 +
17 +~_~__ Dates formatted in standardized date format (e.g. mm/dd/yy ) and are not text fields - especially Request/Qualification/Verification and/or Expire Date
18 +
19 +~_~__ If updating records already in ONEcount, Request/Qualification/Verification dates in the import file are more recent than the most recent transaction date in ONEcount
20 +
21 +~_~__ All values for select-type, radio button, and checkbox-type questions in the import file match corresponding values in ONEcount
22 +
23 +~_~__ Multiple responses/values for checkbox-type questions are in one field in your import file, separated by commas with no spaces and enclosed by double quotation marks. For example: "253,254,255"
24 +
25 +~_~__ If you wish to blank out existing data in the ONEcount database, the request date for the import is more recent than the request date associated with the most recent data in ONEcount and "Null" is inserted into the corresponding fields in the import file.
26 +
27 +=== CHECK ONEcount ===
28 +
29 +~_~__ Questions/data fields and response values for all columns to be imported are present in ONEcount
30 +
31 +~_~__ Appropriate Source Codes have been created to track each file and identify name and qualification source – a Source Code must be applied at time of import.
32 +
33 +~_~__ Appropriate Product Statuses have been created – a Product Status must be applied at time of import.
34 +
35 +~_~__ Product(s) to which users will be "subscribed" has(ve) been created – you must "subscribe" the import file to a product(s).
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39 +{{id name="End ScreenSteps Content"/}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -66513
1 +66919
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66513/Pre-Import Checklist (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66919/Pre-Import Checklist (v12.x)