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.
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).
Select Sub Activity Import from the Subscriber menu to display the Subscriber Activity Import window.
Click Add and complete the following fields.
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.
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.
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.