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Merchant Directory by Mind Map: Merchant Directory
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Merchant Directory

Process

New Community

Make a list

Put in our canonical Excel format

Export as CSV ??

Run a local test using a tool we provide

Send us the cleaned list

We import to Salesforce

More error checking

merge with duplicates

Export as XML

Import to MySQL

Data concerns

need error checking on entry

where is the master copy?

Difficult to extend CSV based schema

Standards

3-4 letter acronym for each program (BCC, KAL)

Always use acronym to start file names (e.g. KAL-merchants.csv)

Questions

What do these groups have in common?

What differentiates the Merchant Directory from listings of the four groups?

Can we build a merchant directory that has groundwork for other Interra business needs?

What happens when a local partner withdraws or is removed from the program?

How do we know when Merchants close?

Salesforce Import Changes

Changes to Salesforce Account

Changes to Import format