{"type":"doc","content":[{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"outline":{"value":"true"},"style":{"value":"none"}},"macroMetadata":{"macroId":{"value":"f659182a-da41-493d-ac21-f546382a82dc"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"47bdb390-d025-42cc-96d5-9de241996e4b"}},{"type":"heading","attrs":{"level":2},"content":[{"text":"Capability","type":"text"}]},{"type":"paragraph","content":[{"text":"The Contact Import allows Users to Import records into the Workers / Contacts Grid. When an existing Contact record is included in the Import File, and no changes are present, that line of the file will be skipped.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Matches On","type":"text"}]},{"type":"paragraph","content":[{"text":"The Contact first attempts to match the ","type":"text"},{"text":"Customer Number","type":"text","marks":[{"type":"strong"}]},{"text":" then the ","type":"text"},{"text":"Email Address","type":"text","marks":[{"type":"strong"}]},{"text":". If there is no match, the record from the Import will INSERT. If there is a match, the remaining fields can UPDATE.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"The Import process can be optionally set with Conditional Logic to match on the First Name and Last Name fields with the flag ","type":"text"},{"text":"CONTACTS_CHECK_NAMES","type":"text","marks":[{"type":"link","attrs":{"href":"/wiki/pages/resumedraft.action?draftId=17862427#ContactsImports-contactsFlag"}}]},{"text":". See the Conditional Logic section for more information. First Name and Last Names, ONLY IF ","type":"text"},{"text":"FLAGS.CONTACTS_CHECK_NAMES","type":"text","marks":[{"type":"link","attrs":{"href":"/wiki/pages/resumedraft.action?draftId=17862427#ContactsImports-contactsFlag"}}]},{"text":" is True. If a match is found, that Contact can UPDATE.","type":"text"}]},{"type":"paragraph","content":[{"text":"For most Import types, the Import Process cannot update the field(s) used to look up the record being updated, because the Import can't provide the lookup value and the new value in one field. But because the Contact import has three different fields it can use for lookups, it works a little differently.","type":"text"}]},{"type":"paragraph","content":[{"text":"If a match is found, it is possible to update the fields that were not used for the match. For example, if the Contact record was found using the Customer Number, then a new Email Address will be appended, and First and Last Names can be updated. If the Email Address was used for the match, then the Customer Number and Names can be updated.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Fields","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"First Name","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Last 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","type":"text"},{"text":"Boolean","type":"text","marks":[{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/0JEQAQ"}}]},{"text":".","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"Default value is False.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":2}}],"content":[{"text":"If the Contact Type is ","type":"text"},{"text":"Customer","type":"text","marks":[{"type":"strong"}]},{"text":", the following fields are available.","type":"text"}]},{"type":"heading","attrs":{"level":5},"marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"Customer Number","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"Conditionally ","type":"text"},{"text":"Required 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Hierarchy","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"Datatype is ","type":"text"},{"text":"Hierarchical String","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/wpEQAQ"}}]},{"text":" or String","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]},{"text":".","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"This Import expects the Department Hierarchy code, not the Name","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]},{"text":".","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"The value for this field can be the full Hierarachial Path, or it can be just the last part of the Path. If you provide only the last part, then there is a chance that there could be duplicate values in the database. If duplicate values are found, then you will get an error.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]}]},{"type":"heading","attrs":{"level":5},"marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"Default GLA","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"Datatype is ","type":"text"},{"text":"Hierarchical String","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/wpEQAQ"}}]},{"text":".","type":"text"}]},{"type":"heading","attrs":{"level":5},"marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"Default SLA","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"Datatype is ","type":"text"},{"text":"Hierarchical String","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/wpEQAQ"}}]},{"text":".","type":"text"}]},{"type":"heading","attrs":{"level":5},"marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"Default Incident SLA","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"Datatype is ","type":"text"},{"text":"Hierarchical String","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/wpEQAQ"}}]},{"text":".","type":"text"}]},{"type":"heading","attrs":{"level":5},"marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"Minimum Amount","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":5},"marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"Maximum Amount","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":4}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Street Address","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"If any Address field holds a value, all except for the Address2 field becomes ","type":"text"},{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}},{"type":"em"}]},{"text":". ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Address2","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Country","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Default value: \"","type":"text"},{"text":"United States","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]},{"text":"\"","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"City","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"State","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"States/Provinces use standard 2 Letter Abbreviations for US/Canada and 3 Letter Abbreviations for Mexico.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Zip Code","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Address Type","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Blank values are ","type":"text"},{"text":"NOT","type":"text","marks":[{"type":"strong"}]},{"text":" allowed.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Permitted values are from the ADDRESS_TYPE ","type":"text"},{"text":"List Values","type":"text","marks":[{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/spaces/pcr360wiki/pages/764184567"}}]},{"text":": Billing, Warehouse, or Office.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Any values added by a User to the ADDRESS_TYPE list can also be used.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Values not in the List are not added.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Email","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Email Addresses never get updated or removed. 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The entire list will get replaced by the import.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Adding any valid GLA to the list removes the Permit None record.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"To add multiple Permitted GLAs, each must be on a separate line of the Import File.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Phone","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"By default, this option allows numbers in these formats: \"(123) 456-7890\" or \"456-7890\" or \"4567890\".","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Multiple Primary Phone Numbers cause an error.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"The format of the Phone field is validated against the formatting.filters.phone.match configuration option. If the value does not match one of the default formats, it will cause a warning and the phone number will not be added.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Status","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Default value is Active ","type":"text"},{"text":"unless","type":"text","marks":[{"type":"em"}]},{"text":" the ","type":"text"},{"text":"CONTACTS_INSERT_INACTIVE","type":"text","marks":[{"type":"link","attrs":{"href":"/wiki/pages/resumedraft.action?draftId=17862427#ContactsImports-contactsInactive"}}]},{"text":" flag is set to True.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Permitted values are Active and Inactive.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Flags / Conditional Logic","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"PERMITTED_GLA_APPEND:","type":"text"}]},{"type":"paragraph","content":[{"text":"Datatype is String.","type":"text"},{"type":"hardBreak"},{"text":"Allowed Values are \"APPEND\" and \"CLEAR\".","type":"text"}]},{"type":"paragraph","content":[{"text":"This flag controls how GLAs are added to the GLA Permissions tab.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you set APPEND, the import will append values.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you set CLEAR, the import will clear all existing values before adding any. 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Warning : Could not find the Permission GLA for <GLA>
Warning : Could not find the Dept Hierarchy '<Dept Hierarchy>' for Contact '<contactId>'
Warning : Could not find Default SLA '<Default SLA Catalog>' for Contact '<contactId>'
Warning : Could not find Default Incident SLA '<Default Incident SLA Catalog>' for Contact '<contactId>'
Warning : Could not find Default GLA '<Default GLA>' for Contact '<contactId>'
Warning : Could not find Billing Group '<Billing Group>' for Contact '<contactId>'
Warning : Could not find Approval GLA '<Approval GLA>' for Contact '<contactId>'

Error : Found multiple duplicate customer numbers and emails in existing records for Customer Number <customerNumber>
Error : Found multiple duplicate names in existing records for Name <firstName> <lastName>

Error : Billing group is required for new Customer contacts for Contact '<contactId>'
Error : No Contact Number or Name or Email specified

Warning : Minimum Amount is greater than Maximum Amount for Approval GLA '<Approval GLA>' for Contact '<contactId>'
Warning : Contact '<contactId>' is not type User, so cannot have Approval GLAs"; "Error adding email, email belongs to someone else
Error : FLAGS.NEW_CONTACT_DEFAULT_CONTACT_TYPE value '<defaultContactType>' is invalid

Error adding email
Error adding phone number
Error : Failed to save Address record <database error Message>
Error : Failed to Add Contact Address record; <database error Message>
Error : Failed to Save null GLARestrict record; <database error Message>
Error : Failed to Save GLA Restrict record; <database error Message>
Error : Failed to Save GLA Approval record; <database error Message>
Error : Failed to Save Contact Type record; <database error Message>
Error : Failed to save Contact record <database error Message>

If you experience any of these Errors, without another accompanying Message about what might have caused the Save Failure, please submit a Ticket to PCR.

","nestedContent":{"type":"doc","content":[{"type":"bodiedExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"cloak","parameters":{"macroParams":{},"macroMetadata":{"macroId":{"value":"a95b344a-6e0c-4cd6-bfb0-7f4951c415ac"},"schemaVersion":{"value":"1"},"placeholder":[{"type":"icon","data":{"url":"https://compositiontabs.bobswift.appfire.app/assets/img/composition80x80.png"}}],"title":"(Legacy) Cloak"}}},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error adding email","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error adding phone number","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error : Failed to save Address record ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error : Failed to Add Contact Address record; ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error : Failed to Save null GLARestrict record; ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error : Failed to Save GLA Restrict record; ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error : Failed to Save GLA Approval record; ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error : Failed to Save Contact Type record; ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Error : Failed to save Contact record ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"If you experience any of these Errors, without another accompanying Message about what might have caused the Save Failure, please ","type":"text"},{"text":"submit a Ticket to PCR","type":"text","marks":[{"type":"link","attrs":{"href":"https://jira.pcr.com/servicedesk/customer/portal/12/create/192"}}]},{"text":".","type":"text"}]}]}],"version":1}}}},{"type":"paragraph","content":[{"type":"hardBreak"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Contact Type Notes","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"anchor","parameters":{"macroParams":{"":{"value":"ContactTypeNotes"},"legacyAnchorId":{"value":"id-(2025.1)ContactsImports-ContactTypeNotes"}},"macroMetadata":{"macroId":{"value":"69c97418-989a-41a4-a53f-e57e618fd2e7"},"schemaVersion":{"value":"1"},"title":"Anchor"}},"localId":"7e680a82-afc2-4a68-835f-b6b433825749"}}]},{"type":"paragraph","content":[{"text":"Often you will need to specify multiple values for the Contact Type. Sometimes it is required. For example, in order for a Contact to be a Coordinator, it must also be a Customer.","type":"text"}]},{"type":"paragraph","content":[{"text":"To specify multiple Contact Types, you must use Conditional Logic to set the Contact Type to an array of values.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Example 1: You can hard code multiple values. These will apply to every Contact in the input file.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"[CONTACTS_TYPES.CONTACT_TYPE] = array('Customer', 'Coordinator');","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Example 2: Contact type(s) are in columns 5, 6, 7, and 8 of the input file, one value per column. This method limits the number of Contact Types per Contact by the number of columns you want to use in the file layout. The import will ignore any blank values that get put into the array.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"[CONTACTS_TYPES.CONTACT_TYPE] = array([5], [6], [7], [8]);","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Example 3: Contact type(s) are all in column 5, with commas separating the values. We can use the PHP explode function to convert the comma-separated list into an array. The function will also work correctly if only one value is specified. If the separator is something else, just change it in the first argument of the explode function.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"[CONTACTS_TYPES.CONTACT_TYPE] = explode(\",\", [5]);","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"UDF Associations","type":"text"}]},{"type":"paragraph","content":[{"text":"User Defined Fields on any given Import are all handled the same way with Conditional Logic. For more information about adding a UDF to the Import, see the ","type":"text"},{"text":"User Defined Fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/spaces/pcr360wiki/pages/763825217"}}]},{"text":" section of the Imports main page.","type":"text"}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"children","parameters":{"macroParams":{"style":{"value":"h6"},"sort":{"value":"title"}},"macroMetadata":{"macroId":{"value":"49fc0618-4e3d-40c8-92c0-5e0b87f43c92"},"schemaVersion":{"value":"2"},"title":"Child pages"}},"localId":"dd718834-920a-4d85-a606-956ce3b91e0a"}}],"version":1}

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