thankQ Help

•Ensures the Import record has status of “Records Validated” or above. If the status is “Records Validated”, sets Import record to have a status of “Updating”.

•Only runs on records that have an Import Status of “Checked”.

•A stored procedure performs extra logic that thankQ requires.

oCreate / modified dates. If these are NULL, set them to the current date-time, and set the users to the creator of the import.

oFields that require conversion (i.e. “Yes” to “-1”).

oDependant fields, etc.

•If the record is a Pledge, contains a credit card number and the thankQ system has been configured for data import tokenisation, then the record’s Import Status is set to “Requires Token”.

•If the record is a Contact, or Contact Address, contains address information without the Address Codes, and the thankQ system has been configured for bulk address cleansing, then the record’s Import Status is set to “Requires Address Cleaning”.

•If the updates were successful the record’s Import Status is set to “Updated”.