Subscriber Activity Import
Circulation has the ability to import subscriber activity from external files. Starts, stops, restarts, moves, delivery schedule changes, payments, complaints and billing changes can all be imported. Solicitation codes can also be updated. After the import, Circulation creates an export file, detailing records that were rejected or have warnings. The import can use a standard format (see Appendix B) or a format defined by file mapping.
Sub Activity Import reads in a file from /dti/exchange/cm/secure,
and creates subscriber transactions using the guidelines described in the following table. A separate section of Business Rules, Import Sub Activity allows you to configure some aspects of the import.
Guidelines
Transaction | Guidelines |
---|---|
All transactions | If the Circulation Occupant ID, Address ID, or Subscription ID is supplied by the interface file, the address, occupant, or subscription in Circulation must match the information in the file. If no Occupant ID, Address ID, or Subscription ID is supplied, Circulation will attempt to match an address based on address data in the file. All address elements must match, except for the unit designator (Apt, #, Room, etc.). If the file contains a name, the occupant’s first and last name must exactly match the occupant’s first and last name in Circulation. |
Start | If this is a mail delivery start, the occupant cannot have an address that the router determines should be route delivered. If this is a route delivery start, the occupant must have an address that is route delivered, as determined by the router. When creating a new start, the import will create a new occupant record if there is no matching occupant at that address in Circulation. It will then assign the subscription to a label group (based on the Zip code) or a route (based on the router). It will also determine the subscription rate, occupant type, credit status, AAM zone, unlisted phone number flag, and send invoice and send renewal flags, if this information is not supplied by the interface file. |
Stop | The occupant must have an active subscription and no pending stop transactions. |
Restart | The occupant must have a subscription that is temporarily stopped on the record’s transaction date (cannot be permanently stopped or active), and cannot have a restart between the temporary stop date and the record’s transaction date. |
Delivery Schedule Change | The occupant must have an active subscription. There cannot be a pending delivery schedule change transaction for the subscriber. Business Rules can be set to require the delivery schedule in the file to contain a higher number of delivery days than the subscriber’s current delivery schedule. For example, a delivery schedule change that upgrades a subscription from Mon-Fri to 7-day would be accepted, but a delivery schedule change that downgrades a subscription from Mon-Fri to Sat-Sun would be rejected. When creating the delivery schedule change, Circulation will determine the new subscription rate, if not supplied by the interface file. |
Move | The occupant must have an active subscription, and no pending stop transactions. |
Payments | The occupant must have a subscription (it does not have to be active). Cash, check, credit card or bank draft payments can be interfaced. Business Rules determine the number of days that are added to the payment date when importing cash or check payments. |
Billing Changes | The occupant must have an active subscription. |
Complaints | An occupant or address must be supplied. The occupant does not need to be a subscriber. |
Demographic Answers | An occupant or address must be supplied. The occupant does not need to be a subscriber. |
Solicitation Update | Up to two solicitation codes can be included in the file. If they are, the occupant matched in Circulation will be updated with the solicitation code(s). |
To run the subscriber activity import:
Select Sub Activity Import from the Subscriber menu to display the Subscriber Activity Import window.
Click Add and complete the following fields.
Field | Type | What to enter |
---|---|---|
FILE NAME | open (25) | Enter the name of the import file. The import file can have any name, but must be located in the |
FILE MAP | setup | If a file map is being used to define the format of the import, enter the name of the file map here. If this field is left blank, the standard format will be used. See Appendix B for the file map data elements available. |
BANK | setup | Enter the bank for cash, check or bank draft payments being interfaced. |
READ OPTION | predefined | Indicate whether the import should be run in Edit or Commit mode. Commit will create transactions and update solicitation codes. Edit will not update any information, but it will validate the data in the interface file and display warnings and errors on an error report. When first implementing the interface, we recommend running the interface in Edit mode before committing. |
CREATE EXPORT FILE | yes/no | Indicate whether an output file should be exported to the |
AUTO ACCEPT | yes/no | Indicate if you want all open batches to be accepted automatically. Transaction Security controls whether the default answer can be changed. |
SUSPEND ALL STARTS | yes/no | Select this checkbox if all new starts should be suspended. |
ALLOW START FOR EXISTING SUBSCRIPTION | yes/no | Select this checkbox if new starts are allowed for addresses that already receive a subscription. If this checkbox is not selected, starts will not be allowed for addresses with existing subscriptions, and a warning message will be generated. |
Click OK and then Continue to run the interface. If the read option is Commit, transactions will be created in Circulation, solicitation codes will be updated, and an output file will be exported. If the read option is Edit, the data will only be validated. In both cases, a report will be displayed after processing is complete. If Create Export File is selected, an output file will be also be created in the
/dti/exchange/cm/secure
directory, listing the status of each imported record.
For the format of the import and output files, see Appendix B.
Reject Codes
The file output by Subscriber Activity will contain the status of each record. If the record received a warning or was rejected, it will have a reject code, describing the reason why it there was a warning or rejection. The reject codes are listed below.
Code | Description | Reject/Warning |
---|---|---|
1 | Invalid record type | Reject |
2 | Invalid product ID | Reject |
3 | Invalid delivery method | Reject |
4 | Invalid delivery schedule | Reject |
5 | Invalid copies | Reject |
6 | Invalid source code | Reject |
7 | Source code requires a sub source | Reject |
8 | Invalid sub source | Reject |
9 | Invalid reason code | Reject |
10 | Invalid billing method | Reject |
11 | Invalid merchandise code | Reject |
12 | Merchandise code not valid for reason code | Reject |
13 | Invalid ABC zone | Reject |
14 | Invalid auto renew type | Reject |
15 | Invalid auto renew term | Reject |
16 | Invalid auto renew length | Reject |
17 | Invalid auto renew credit card number | Reject |
18 | Invalid auto renew credit expiration date | Reject |
19 | Invalid auto renew bank number | Reject |
20 | Invalid auto renew bank account number | Reject |
21 | Invalid credit card number | Reject |
22 | Invalid credit card expiration date | Reject |
23 | Single credit card payment amount is zero | Reject |
24 | Invalid donation code | Reject |
25 | Donate All Days is ‘Y’, but Donation Days is greater than zero | Reject |
26 | Donate All Days is ‘N’, but Donation Days is zero | Reject |
27 | Invalid carrier account ID | Reject |
28 | Invalid company | Reject |
29 | Invalid bill source | Reject |
30 | Subscription record not found for the subscription ID | Reject |
31 | Supplied address does not match address of subscription | Reject |
32 | Supplied last name and first name does not match that of subscription | Reject |
33 | Address of subscription does not exist | Reject |
34 | Address record not found for the address ID given | Reject |
35 | Address elements do not match those of address | Reject |
36 | Occupant record not found for the occupant ID given | Reject |
37 | Supplied last name and first name does not match that of occupant | Reject |
38 | Occupant does not live at supplied address | Reject |
39 | More than one address matched using supplied address elements | Reject |
40 | Address not found using supplied address elements | Reject |
41 | Invalid last name | Reject |
42 | Delivery method is ‘Route’ but address is not routable | Reject/Warning |
43 | Delivery method is ‘Mail’ but could not determine label group | Reject |
44 | Delivery method is ‘Mail’ but address is routable | Reject/Warning |
45 | Billing method is ‘Office Pay’ but route does not allow office pay | Reject |
46 | Billing method is ‘Carrier Collect’ but route does not allow carrier collect | Reject |
47 | Invalid rate code | Reject |
48 | More than one bill-to address found using bill-to address elements | Reject |
49 | Bill-to address not found using bill-to address elements | Reject |
50 | Unable to determine bill-to address | Reject |
51 | Subscription already active | Reject |
52 | Subscription already has a pending start | Reject |
53 | Subscription not permanently stopped | Reject |
54 | Unable to determine rate code | Reject |
55 | Invalid occupant type | Reject |
56 | Invalid occupant credit status | Reject |
57 | Invalid bill-to occupant type | Reject |
58 | Invalid bill-to occupant credit status | Reject |
59 | Subscription not found for supplied address and occupant | Reject |
60 | Subscription is not active | Reject |
61 | Subscription already on delivery schedule | Reject |
62 | Subscription is not route delivered | Reject |
63 | Subscription is not mail delivered | Reject |
64 | Pending delivery schedule change found for subscription | Reject |
65 | Pending perm stop found for subscription | Reject |
66 | Can’t determine subscriber’s current delivery schedule | Reject |
67 | Can’t determine subscriber’s new delivery schedule | Reject |
68 | Delivery schedule change would result in a downgrade in delivery frequency (if Business Rules are set to reject downgrades) | Reject |
69 | Subscription is perm stopped | Reject |
70 | Restart does not fall within a stop period | Reject |
71 | Restart cannot follow a permanent stop | Reject |
72 | Restart date not within subscription period | Reject |
73 | Restart date is within a different stop period | Reject |
74 | Donation Days is greater than number of days subscriber has available | Reject |
75 | Donation to ‘Current Carrier’ not allowed for mail subscriber | Reject |
76 | Solicitation code not found for solicitation objection given | Reject |
77 | Created new occupant | Warning |
78 | Created new bill-to occupant | Warning |
79 | Phone number of occupant does not match phone number in database | Warning |
80 | Phone number of bill-to occupant does not match phone number in database | Warning |
81 | Assigned default rate code <rate code> | Warning |
82 | Subscriber didn’t qualify for previous delivery | Warning |
83 | Subscription does not have any available days to donate | Warning |
84 | Supplied Delivery Placement isn't valid | Warning |
85 | Account was not found | Reject |
86 | Subscription already has a pending perm stop | Reject |
87 | Restart date must be after stop date | Reject |
88 | Subsource was created (if allowed by Business Rules) | Info |
89 | ABC column override is invalid | Reject |
90 | Renewal delivery override is invalid | Reject |
91 | Complaint incident date is invalid | Reject |
92 | Tax exempt reason is invalid | Reject |
93 | Payment type is invalid | Reject |
94 | Bank client type is invalid | Reject |
95 | Bank account type is invalid | Reject |
96 | Bank number is invalid | Reject |
97 | Bank account number is invalid | Reject |
98 | Subscriber payment adjustment code is invalid | Reject |
99 | Subscriber payment adjustment amount is zero | Reject |
100 | Billing change results in no changes | Reject |
101 | Invalid record format | Reject |
102 | Phone number of occupant was updated (if allowed by Business Rules) | Info |
103 | Phone number of bill-to occupant was updated (if allowed by Business Rules) | Info |
104 | Unable to determine rate. Term and length set to zero days | Warning |
105 | Area code is not numeric | Reject |
106 | Business Rules answer for formal complaint code is blank | Reject |
107 | Business Rules answer for formal complaint code is invalid | Reject |
108 | Payment amount can not be negative | Reject |
109 | Coupon amount can not be negative | Reject |
110 | Tip amount can not be negative | Reject |
111 | Auto renew billing group can not be blank | Reject |
112 | Auto renew billing group is invalid | Reject |
113 | The subscriber’s payment date is for a closed period. The date was changed to the first day in the open period. | Warning |
114 | The Route is not valid for a delivery schedule. | Reject |
115 | Previous Weekday Delivery must be ‘no’ (for third party and combo subscriptions) | Reject |
116 | Third Party: Bonus Day Delivery must be ‘no’. | Reject |
117 | Third Party: Rate Code must be blank. | Reject |
118 | Third Party: Send Renewal must be ‘no’. | Reject |
119 | Third Party: Send Invoice must be ‘no’. | Reject |
120 | Third Party: AutoRenewalSubscription must be ‘no’. | Reject |
121 | Third Party: Expiration Date cannot be blank. | Reject |
122 | Third Party: Expiration Date before Effective Date. | Reject |
123 | Third Party: Mail subscriptions not allowed. | Reject |
124 | Demographic [ID] not found. | Reject |
125 | Demographic’s type must be Address, Occupant, or Subscription. | Reject |
126 | Demographic answer ‘xxx’ is not a [data type]. For example, “Demographic answer 07/25/05 is not a logical”. | Reject |
127 | Cannot create Subscription demographic because Subscription ID is 0. | Reject |
128 | Demographic answer already exists for Occupant (or Address or Subscription) | Reject |
129 | Demographic answer ‘xxx’ is not a valid value. | Reject |
130 | Address record not found for bill-to address. | Reject |
131 | Bill-to address elements do not match the found address. | Reject |
132 | Name suffix is invalid. | Reject |
133 | Subscriber company does not match payment’s bank company. | Reject |
134 | Subscription exists at address. | Reject |
135 | Credit status does not allow a start. | Reject |
136 | Rate code does not allow update expire = “no” rate changes. | Reject |
137 | Subscription rate code does not allow update expire = “no” rate changes. | Reject |
138 | Demographic record not found for ExternalAcctID | Reject |
139 | DemographicAnswer record not found for ExternalAcctID | Reject |
140 | No subscription record was found for ExternalAcctID | Reject |
141 | ExternalAcctID mismatch for ExternalAcctID | Reject |
142 | New ExternalAcctID without a Start | Reject |
143 | Auto renew account holder name is blank | Reject |
144 | Payment account holder name is blank | Reject |
145 | Salutation ID error | Reject |
146 | Created new address | Warning |
147 | House number is blank | Reject |
148 | Invalid pre directional | Reject |
149 | Street name is blank | Reject |
150 | Invalid street suffix | Reject |
151 | Invalid post directional | Reject |
152 | Invalid unit designator | Reject |
153 | Invalid level designator | Reject |
154 | City is blank | Reject |
155 | Invalid city | Reject |
156 | State is blank | Reject |
157 | Invalid state | Reject |
158 | Zip Code is blank | Reject |
159 | Invalid Zip Code | Reject |
160 | Invalid Zip Code length | Reject |
161 | Invalid City/State/Country combination | Reject |
162 | Invalid City/ZipCode combination | Reject |
163 | Invalid State/ZipCode/Country combination | Reject |
164 | Bill-to house number is blank | Reject |
165 | Invalid bill-to pre directional | Reject |
166 | Bill-to street name is blank | Reject |
167 | Invalid bill-to street suffix | Reject |
168 | Invalid bill-to post directional | Reject |
169 | Invalid bill-to unit designator | Reject |
170 | Invalid bill-to level designator | Reject |
171 | Bill-to city is blank | Reject |
172 | Invalid bill-to city | Reject |
173 | Bill-to state is blank | Reject |
174 | Invalid bill-to state | Reject |
175 | Bill-to zip code is blank | Reject |
176 | Invalid bill-to Zip code | Reject |
177 | Invalid bill-to Zip code length | Reject |
178 | Invalid bill-to City/State/Country combination | Reject |
179 | Invalid bill-to City/ZipCode combination | Reject |
180 | Invalid bill-to State/ZipCode/Country combination | Reject |
181 | Created new bill-to address | Warning |
182 | No preceding ‘Start’ or ‘DelivSched’ for DelivAddr | Reject |
183 | Multiple delivery addresses not activated | Reject |
184 | Delivery days of week are all ‘no’ | Reject |
185 | Delivery days of week are all ‘yes’ | Reject |
186 | Created new delivery address | Warning |
187 | Delivery address record not found | Reject |
188 | Delivery days of week overlap another DelivAddr | Reject |
189 | Combination of DelivAddr records covers all days | Reject |
190 | Must have at least one day use the primary address | Reject |
191 | Delivery address is not routable | Reject |
192 | Rejected because other DelivAddr records were rejected | Reject |
193 | DelivAddr record(s) were rejected | Reject |
194 | Rate code left blank | Warning |
195 | Bank is not valid for product and payment type | Reject |
196 | Could not determine primary LabelGroup for ‘online’ delivery method | Reject |
197 | New schedule not valid for ‘online’ delivery method | Reject |
198 | BillingMethod not valid for ‘[Mail|Online]’ | Reject |
199 | BillingMethod is ‘Balance Forward’ but route does not allow Carrier Collect | Reject |
200 | AutoRenew is invalid for BalanceForward | Reject |
201 | Move out date not specified | Reject |
202 | Move in date not specified | Reject |
203 | Move in date must be after the move out date | Reject |
204 | Delivery schedule not valid for mail | Reject |
205 | Sub has only one delivery address | Warning |
206 | Multi address delivery not valid for delivery method | Warning |
207 | Multi address delivery not allowed | Warning |
208 | Transaction is a duplicate | Reject |
209 | Delivery method is mail but address is routable | Warning |
210 | Route assigned by router does not match imported route | Warning |
211 | Route is not valid or active for product | Reject |
212 | Unable to generate batch name for payments | Reject |
213 | Invalid delivery fee code | Reject |
214 | Start date cannot be a holiday | Warning |
215 | Invalid county | Reject |
216 | Invalid country | Reject |
217 | Invalid bill-to county | Reject |
218 | Invalid bill-to country | Reject |
219 | Invalid combo | Reject |
220 | Combo subscriptions must stop/restart together | Reject |
221 | Invalid transaction for combo subscription | Reject |
222 | Subscription record not found for the combo ID | Reject |
223 | Invalid reassign reason | Reject |
224 | Override route was used | Warning |
225 | Override route was not used | Warning |
226 | Label group is not valid for delivery schedule | Reject |
227 | Ebill email address cannot be blank | Reject |
228 | SubAdjust code and rate code are non-refundable | Reject |
229 | Email is already in use by another user | Reject |
230 | Invalid email address | Reject |
231 | Email/password combination is already in use by another user | Reject |
232 | Subscription has pending ComboChange transaction | Reject |
233 | Subscription already on a combo | Reject |
234 | Move would result in a rate change | Reject |
235 | Stop date is before subscription start date | Reject |
236 | Previous stop reason is invalid | Warning |
237 | Subscription is already temp stopped | Reject |
238 | Subscriber is at a temporary address | Reject |
239 | Invalid Combo ID | Reject |
240 | Existing autopay term and length is not valid for all products in combo | Reject |
241 | Existing autopay billing group is not valid for all products in combo | Reject |
242 | Invalid auto renew PayPal email address | Reject |
243 | Invalid data for digital address subscription | Reject |
244 | HIN Invalid Format | Reject |
245 | GNAF-PID Invalid Format | Reject |
246 | Address Line is blank | Reject |
247 | Invalid Digital Address | Reject |
248 | Invalid label group | Reject |
249 | Copies by day of week do not match the new routes | Reject |
250 | Cannot provide both a new label group and new routes | Reject |
251 | Invalid auto renew vault ID | Reject |
252 | Auto renew PayPal email address is blank | Reject |
253 | Selected date is a holiday | Warning |
254 | Trial should be yes/no | Reject |
255 | Trial Length cannot be zero | Reject |
256 | Trial Term cannot be blank | Reject |
257 | Trial Term should be Day, Week, Month, Quarter, or Year | Reject |
258 | Trial Subscription should be less than or equals + string (MaxSubTrialDays) Days | Reject |
Note:
If the “TownOf25ID” is left blank while adding an address, the default value that is defined in the Business Rule—What is the default town of 25? (Customer Services section) will be used.
When the ‘Paid Comp’ and ‘Unpaid Comp’ Start record does not include a valid RateCodeID, no error will occur for the BillingChange record.
Subscribers can now select Mail, Online, or Route as their preferred Delivery Method. Also, Route-delivered subscribers may now change their RouteIDs, while Mail and Online subscribers may change their LabelGroupID.
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