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General Import List Settings

General Import List Settings

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General Import List Settings

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The General Import List Settings in the Import List Editor has following fields for adding an import list to the Dashboard:

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Import List Editor

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The Inventory Control Center (ICC) allows you to indicate which fields to display on the Web Store for a specific item (ID, PIN, last name, and contact's balance).

 

 

Name - the name of the import list. Enter a descriptive  name in this field (for example, Students, Residents, Food Service, etc.).The name appears in the Import List drop-down menu, in the Contact Type drop-down menu in the Contacts Lookup screen, in the Contact Import Type drop-down menu in the Contacts Editor screen, and in the Link Item to Contact field in the Inventory Control Center (ICC) for an item.

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Contacts Lookup Screen
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Contacts Editor Screen

Export System - used only if the import list is for a software integration. Select the desired integration from the drop-down menu.

 

ID Display - the field name the Web Store customer sees on the Web Store requesting their ID. For example, you can enter ID, Student ID, Resident ID, etc.

 

PIN Display - the field name the Web Store customer sees on the Web Store requesting their PIN. For example, you can enter PIN, Keypad Number, etc.

 

Last Name Display - the field name the Web Store customer sees on the Web Store requesting their last name. For example, you can enter Last Name, Resident Last name, Student Last Name, etc.

 

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The ID Display, PIN Display, and/or Last Name Display fields don't have default names so be sure to enter the field names for which you are requesting information. If you don't, the fields appear on the Web Store unlabeled and will be confusing to the Web Store customer.

 

Balance Display - if you are importing a list including balances (for example, food service fees, registration fees, or utilities owed), enter a field name such as Balance.

 

Balance Display Days - the number of days the balance is displayed. The balance starts showing based on the date entered into the Balance Effective Date field in the Contacts Editor and continues for the number of days entered into this field. To show the balance for a range of days, enter a value other than 0.

 

List Name Display - used on the Web Store to indicate the type of member on a specific list. Common choices include student, resident, etc.

 

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Be sure to enter the singular form of the word (for example, student, not students). Doing so will cause the word to appear correctly in context in certain situations on the My Account page on the Web Store (for example, when the Low Balance Email Notification option is used).

 

 

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Related Topics

 

Adding an Import List to the Dashboard - Introduction

 

Adding an Import List

 

Editing an Import List

 

General Import List Settings

 

Deleting an Import List

 

Uploading an Import List