by b ford
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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
need error checking on entry
new users have little training
where is the master copy?
Difficult to extend CSV based schema
3-4 letter acronym for each program (BCC, KAL)
Always use acronym to start file names (e.g. KAL-merchants.csv)
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?
Updates from community
Updates from Merchants
Salesforce Import Changes
Changes to Salesforce Account
Added BusinessCategories (text, semicolon-separated)
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