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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

Must handle BATCH input

maybe a form, with error checking

Export as CSV ??

Run a local test using a tool we provide

Do as much error checking as possible there

Send us the cleaned list

We import to Salesforce

SalesForce is great!

Salesforce is our master copy???

Salesforce assigns unique ID for Merchant?

More error checking

merge with duplicates

Export as XML

convert to SQL statements

Import to MySQL

Data concerns

need error checking on entry

new users have little training

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?

Merchant

Cardholder

Beneficiary

Local Partner

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?

Updates from community

Updates from Merchants

Salesforce Import Changes

Changes to Salesforce Account

Added ContactName

Added BusinessCategories (text, semicolon-separated)

added BusinessEmail

Changes to Import format

Added Program of Origin

Changed Business Categories (remove [' '], replace comma w/semicolon)

Remove Email column (using BusinessEmail)

Removed AccountSite (using Shipping Address)

Removed ContactPhone (using Phone)

Added "Account" to Phone and Fax, renamed street addresses according to the Help advice in SF