Legacy Data Import

Outline

When migrating from another CRM or Gateway you will need to get in contact with the CRM/Gateway that you are running the billings through to let them know that you will be migrating your customers to a new CRM. Let them know that you will need the card numbers and/or rebill tokens to validate our rebill requests (dependent on how the gateway operates).

Once you receive the data from the gateway, you will need to adjust their file so that it contains the headers and data that the Konnektive import is expecting to see. Follow the instructions below to determine which files/data you will need to prepare.

Please be aware that the are the merchantId, campaignId, and productId are all required values on the Transactions file, and these values are found within your Konnektive CRM. The merchantId is the ID found on the gateway list, the campaignId is the ID found on the campaign list, and the productId is the ID found on the offers/upsells INSIDE the campaign.

When you are ready with the file (or you can do this sooner), please place a request to our migration team as that is the team who will pull in the data. They are also a great resource if you have any questions about the files.

When it has been determined that the file is ready, my team will send SFTP credentials for the data to be posted into – where then we will pull it from the SFTP and into Konnektive. When the data has been pulled into Konnektive we will request that you look at the imported customers to ensure everything is looking as it should. We will also ask for you to Force Bill a few customers (force the next rebill) so we can confirm that the transaction reaches the gateway properly. It is typically suggested to do a smaller sample file first – and then we can proceed with uploading the rest after it is confirmed that the sample upload was successful.

Once it has been confirmed that everything is looking good on the imports, and after coordinating with you to ensure the billings in the old CRM/Gateway have been stopped – the last step is for the migration team to enable those migrated customers so that they get picked up on the rebill task moving forward.

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Instructions

Legacy Data can be imported into Konnektive via .csv formatted import files.

Konnektive CRM staff will provide support and guidance on creating the file, however, Konnektive CRM staff will not be responsible for manipulating data or modifying files. The accuracy of the data provided in the import files is 100% the responsibility of the Konnektive client. Any request to modify data that was imported as defined in the import files , may result in a billable fee.

It is absolutely critical that the file format provided matches in terms of:

• Data Type - The data type must match to the specifications defined below. If data format does not meet the specifications, the import will fail.

• Required - Required fields must be provided in the file. If they are not provided, the import will fail.

Some Common data things to look for:

1. .csv file format is required: 2. dateCreated field needs to be modified to be: (YYYY-MM-DD HH:MM:SS) 3. isActiveRecurring column needs to be defined if they are providing an active account and specifying the next bill date 4. responseType can only be one of these two options: SUCCESS or DECLINE (Exact case and exact spelling.) 5. responseText can only be one of these two options: SUCCESS or DECLINE (Exact case and exact spelling.) 6. billShipSame column needs to be defined.

Below are the formats for the 3 possible files involved in the process:

• Transactions*

• Customer Notes

• Additional Customer Details

*Required

Depending on the information you intend to retain, you may choose to import customer notes and additional customer details.

- Transactions - The transactions file is the most important file. This holds information on all the individual transactions that have been issued against customer cards. It also contains data related to recurring continuity and upcoming billing dates as well was tracking numbers related to order shipments.

1KB

legacy transactions.csv

Field Definitions:

Col	Name	Type	Required	Description
A	customerId	varchar(20)	Y	Your internal customer id for this customer
B	orderId	varchar(20)	Y	Your internal order id for the order associated with this transaction
C	dateCreated	datetime (YYYY-MM-DD HH:MM:SS)	Y	The timestamp of the transaction
D	campaignId	integer	Y	The Konnektive campaignId that indicates which campaign to import this order into.
E	productId	integer	Y	The Konnektive campaign productId that indicates which product within the campaign, the transaction was for. (Found on the campaign page)
F	isActiveRecurring	bit 0=false 1=true	Y	Whether this transaction was made on a currently active continuity product
G	nextBillDate	date (YYYY-MM-DD)	Y - IF isActiveRecurring=1	The next scheduled billing date for the active continuity product
H	paySource	ENUM (CREDITCARD, CHECK, or PREPAID)	Y	How the customer paid for the product
I	cardNumber	integer (max 19)	Y - IF paySource=CREDITCARD	Full credit card number used for payment
J	cardExpiryMonth	integer (MM)	Y - IF paySource=CREDITCARD	Month in which the card expires (must include leading zeros)
K	cardExpiryYear	integer (YYYY)	Y - IF paySource=CREDITCARD	Year in which the card expires (must be 4 digits)
L	achRoutingNumber	integer	Y - IF paySource=CHECK	Routing number of the customer's bank
M	achAccountNumber	integer	Y - if paySource=CHECK	Account number of the customer's bank account
N	achAccountType	ENUM (SAVINGS or CHECKING)	Y - IF paySource=CHECK	Bank Account Type
O	merchantId	integer	Y	Konnektive Id for the merchant account the transaction was billed against
P	merchantTxnId	varchar(30)	Y	transactionId returned by the merchant processor
Q	txnType	ENUM (SALE, AUTHORIZE, CAPTURE, REFUND)	Y	The type of transaction
R	subTotal	decimal	Y	product price before shipping and taxes applied
S	shipTotal	decimal	Y	shipping charged for the order (total amount charged for shipping & handling)
T	salesTax	decimal	Y	sales tax charged for the order
U	totalAmount	decimal	Y	Sum of salesTax / subTotal / shipTotal (Must add up correctly)
V	responseType	ENUM (SUCCESS or DECLINE)	Y	Result of the transaction, was it successful?
W	responseText	ENUM (SUCCESS or DECLINE)	Y	Any additional response information returned by the processor
X	authCode	varchar(20)	N	Authorization Code returned by the processor
Y	parentTxnId	varchar(30)	Y - If txnType=REFUND or txnType=CAPTURE	The parent transaction against which a refund or capture transaction was run
Z	firstName	varchar(30)	Y	Customer's first name
AA	lastName	varchar(30)	Y	Customer's last name
AB	address1	varchar(30)	Y	Billing Address Line 1
AC	address2	varchar(30)	Y	Billing Address Line 2
AD	city	varchar(30)	Y	Billing Address City
AE	state	varchar(30)	Y - If country=US or country=CA	Billing Address State
AF	country	char(2) -standard ISO 2 country codes	Y	Billing Address Country
AG	postalCode	varchar(20)	Y	Billing Address Postal Code
AH	phoneNumber	numeric (no dashes or parentheses)	Y	Primary Phone number of customer
AI	homePhone	numeric (no dashes or parentheses)	N	Home telephone number
AJ	cellPhone	numeric (no dashes or parentheses)	N	Cellphone number
AK	workPhone	numeric (no dashes or parentheses)	N	Work telephone number
AL	emailAddress	emailAddress (must be valid format)	Y	Customer's email address
AM	billShipSame	bit 0=false 1=true	Y	Whether or not the shipping address is the same as the billing address
AN	shipFirstName	varchar(30)	N	Shipping First Name
AO	shipLastName	varchar(30)	N	Shipping Last Name
AP	shipAddress1	varchar(30)	Y - If billShipSame=0	Shipping Address Line 1
AQ	shipAddress2	varchar(30)	Y - If billShipSame=0	Shipping Address Line 2
AR	shipCity	varchar(30)	Y - If billShipSame=0	Shipping Address City
AS	shipState	varchar(30)	Y - If country=US or country=CA	Shipping Address State
AT	shipCountry	char(2) -standard ISO 2 country codes	Y - If billShipSame=0	Shipping Address Country
AU	shipPostalCode	varchar(20)	Y - If billShipSame=0	Shipping Address Postal Code
AV	affId	varchar(20)	N	Konnektive affId as defined in the CRM
AW	subAffId	varchar(20)	N	Sub affilaite id associated with order
AX	shipDate	date (YYYY-MM-DD)	N	Date on which the order was shipped
AY	shipCarrier	varchar(20) (ex. USPS, FedEx, etc)	N	Carrier responsible for shipment
AZ	shipMethod	varchar(20)	N	Carrier's shipment method (ex. Express, 3-day Ground, etc)
BA	trackingNumber	varchar(20)	N	Order Tracking # assigned by the carrier
BB	isChargedback	Boolean('0' or '1')	N	Indicates that the specific transaction has been charged back by the card holder.
BC	chargebackTotal	Decimal (xx.xx format)	Y-if isChargedback	The amount of the chargeback.
BD	chargebackDate	Date (YYYY-MM-DD)	Y-if isChargedback	The date on which the chargeback was issued.
BE	chargebackReasonCode	varchar(10)	Y-if isChargedback	Card issuer's chargeback code.
BF	externalToken	varchar(50)	N	A token identifying the customer payment source at the 3rd party gateway. This is commonly used to run existing rebills when the full card numbers are unavailable and when gateway-supported. -note: if provided, cardNumber column may be masked with either x's or asterisks.
BG	quantity	integer	N	The quantity of the product. If not provided or not greater than 0, then it will be set to 1.
BH	variantDetailId	integer	N	The Konnektive variantDetailId that indicates which variant of the product the transaction was for. (Found on the product page). The variant must exist on the Konnektive product.
BI	password	varchar(30)	N	Membership password for a third-party site
BJ	companyName	varchar(50)	N	Customer's company

*NOTE: The final file should be a .csv file. We highly recommend quoting all cells to avoid formatting issues with strings that contain commas or quotation marks. Pay extra attention to the Card Number field as spreadsheet files have a bad habit of truncating card numbers to 15 significant digits.

- Customer Notes - The Customer Notes file contains exactly that -- notes on customer service actions that affect customer orders.

43B

legacy_customer_notes.csv

Field Definitions:

Col	Name	Type	Required	Description
A	customerId	varchar(20)	Y	Your internal customer id for this customer. This must match the customerId in the transactions file
B	dateCreated	datetime (YYYY-MM-DD HH:MM:SS)	Y	the date the note was taken
C	agentName	varchar(20)	N	Name of the individual customer service agent. (Leave empty for system notes)
D	noteText	varchar(500)	Y	The note itself

- Additional Customer Details - So you store as much information about every customer as possible? We do to! This file is for all the additional information you collect on customers, such as custom fields, club memberships and website username / passwords.

69B

legacy_additional_customer_info.csv

Field Definitions:

Col	Name	Type	Required	Description
A	customerId	varchar(20)	Y	Your internal customer id for this customer. This must match the customerId in the transactions file
B	loginId	varchar(30)	N	loginId or username for a third-party site
C	password	varchar(30)	N	password for a third-party site
D	custom1	varchar(50)	N	standard custom field 1
E	custom2	varchar(50)	N	standard custom field 2
F	custom3	varchar(50)	N	standard custom field 3
G	custom4	varchar(50)	N	standard custom field 4
H	custom5	varchar(50)	N	standard custom field 5

Providing the files to Konnektive:

• Since these files contain credit card numbers and bank account numbers, they cannot be transferred over email. Your Konnektive Legacy Import Specialist will provide you with a secure sftp account to which to can post the files. Once your files are transferred to the Konnektive sftp site, the Konnektive team will work with you to import your data into your CRM instance.

PGP Key found here