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 /dti/exchange/cm/secure directory.
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 /dti/exchange/cm directory. The output file lists the status of each imported record.
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.