Data File Creation
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      3. Data File Creation

      Site Address Book File

      When shipping physical items for programs, like service anniversary, organizations may need to build out the site address book in order to streamline the sending process.

      What is the Customer Site Address Book File?

      The Customer Site Address Book File provides a location code with addresses where predetermined physical items, such as Lucies, will be sent. The location code determined in the Customer Site Address Book file is referenced in the User Data file so that the Connects system will send the physical item to the correct address. 

      How It Works:

      • John Doe is a Project Manager for Inspirus. 
      • The User Data File will contain information about John Doe's job title, company, and department. It will also contain a Location Code (most often in the VBU fields but depends on your setup).
      • The Customer Site Address will contain the location code found in John Doe's user row. The Customer Site Address file with John Doe's location code will have John Doe's address. 
      • When sending physical items, the system will find John Doe's location code in the User Data File. The system will then reference the Customer Site Address for the same location code in order to send the physical item to the correct address.

      Building the Customer Site Address Book File

      Follow the steps below to build your customer site address book file: 

      1. Create a CSV file with Excel or another CSV creation software (Numbers for Mac)
        1. Download the Template here!
      2. Name the file using the following naming convention:
        1. [CustomerNumber]_SiteAddress_mmddyy.csv
        2. Ask your account manager for your customer number. It will be the same number used in the User Data File naming convention.
      3. Setup the following columns in the file (see specifications here): 
        1. CODE
        2. NAME
        3. ADDRESS1
        4. ADDRESS2
        5. CITY
        6. STATE_PROVINCE
        7. POSTAL_CODE
        8. COUNTRY
        9. PHONE
        10. EXTENSION
        11. CONTACT
        12. BILL_TO_CODE
        13. EMAIL
        14. ADDRESS_ID
      4. Fill out the rows for all of your employees.
      5. Save the file and send to your account manager. 

      Example

      • Customer Site Address field CODE = ABC123 is John Smith at 100 N. Station Rd., AR 52446
      • Mandy Talbot User Data File field VBU1 = ABC123
      • Program set up identifies VBU1 as containing the Code (ABC123) where the physical item is sent
      • Therefore, the Physical Item for Mandy Talbot's anniversary will be sent to John Smith

      Field Specifications

      Column Example Required Field? Field Requirements
      CODE ABC123 YES
      • Cannot be NULL, Empty or Blank
      • Max 6 characters
      NAME Sally Furgeson YES
      • Cannot be NULL, Empty or Blank
      • Max 100 characters
      ADDRESS1 6464 Mockingbird Ln. YES
      • Cannot be NULL, Empty or Blank
      • Max 30 characters
      ADDRESS2 Building #12345 YES
      • Cannot be NULL, Empty or Blank
      • Max 30 characters
      CITY Fredericksburg YES
      • Cannot be NULL, Empty or Blank
      • Max 50 characters
      STATE_PROVINCE TX YES
      • Cannot be NULL, Empty or Blank
      • Max 2 characters
      POSTAL_CODE 76107-4040 YES
      • Cannot be NULL, Empty or Blank
      • Max 20 characters
      COUNTRY US YES
      • Cannot be NULL, Empty or Blank
      • Must be a valid 2 or 3 letter country code
      PHONE 8173326765 YES
      • Cannot be NULL, Empty or Blank
      • Max 14 numeric
      EXTENSION x10253 NO
      • Can be NULL, Empty or Blank
      CONTACT Nancy Palermo NO
      • Can be NULL, Empty or Blank
      • Max 100 characters
      BILL_TO_CODE 900001 NO
      • Can be NULL, Empty or Blank
      • Max 6 characters
      EMAIL abc@bigcorp.com NO
      • Can be NULL, Empty or Blank
      • Max 100 characters
      ADDRESS_ID   NO
      • Can be empty

       

      If you have any additional questions, please reach out to your account manager!