2Manage Optimized Import

This chapter contains the following:

• Known Issue for Optimized Import

• Add the Required Role and Data Security Policy

Known Issue for Optimized Import

Optimized imports use the same CSV template file as standard imports.

However, before running specific optimized imports, for example, importing member data and transaction data, you must remove the attributes in the CSV file that only support standard import, and replace those attributes with the replacement attributes as suggested as listed in the following topics.

Suggested Member Data Attributes for Optimized Import

You can use the optimized import functionality to create, update, or delete your member data.

Before you import member data using optimized import, you must remove the attributes in the CSV file that only support standard import, and replace those attributes with the replacement attributes as suggested as listed in the following table.

Attributes That Only Support Standard Import Mode	Suggested Attributes to Use for Both Standard and Optimized Modes
Status	StatusCode
PartyName	PartyNumber
ProgramNumber	LoyProgramName
AccountTypeCode	AccntId
RealTimeBonusFlag	Not required.
ReferredByNam	ReferredByNumber
RelType	RelationshipId
MemberEmailAddress	Not required.
EnrollFlag	Not required.
AccrualToHouseholdFlag	Not required.
CreationSource	Not required.
LoyHouseholdName	Not available
LoyAccountName	AccntId
URL	Not required.
HouseholdMemberNumber	Not available
Note: For the following attributes, you must first import your contact data as a prerequisite. Use PartyNumber as the mapping attribute after importing your contact data.
PersonName	PartyNumber
ContactName	PartyNumber
DateOfBirth	PartyNumber
WorkPhoneNumer	PartyNumber
MobileNumber	PartyNumber
AddressLineOne	PartyNumber
AddressLineTwo	PartyNumber
AddressLineThree	PartyNumber
City	PartyNumber
Country	PartyNumber
County	PartyNumber
PostalCode	PartyNumber
Province	PartyNumber
State	PartyNumber
JobTitle	PartyNumber
ContactFirstName	PartyNumber
ContactLastName	PartyNumber

Suggested Transaction Data Attributes for Optimized Import

You can use the optimized import functionality to create, update, or delete your transaction data.

Before you import transaction data using optimized import, you must remove the attributes in the CSV file that only support standard import, and replace those attributes with the replacement attributes as suggested as listed in the following table.

Attributes That Only Support Standard Import Mode	Suggested Attributes to Use for Both Standard and Optimized Modes
ProgramNumber	ProgramName
InvOrgId	OrganizationCode
Description	ProductNumber
TransferPoints	Not required
EventName	Not required.
BackupInvOrgId	Not required
BackupProductNumber	Not required
CorpRefName	CorporateReferenceNumber
CorpRefMemberId	CorporateReferenceNumber
VoucherNumber	VoucherId

Suggested Membership Card Data Attributes for Optimized Import

You can use the optimized import functionality to create, update, or delete your membership card data.

Before you import membership card data using optimized import, you must remove the attributes in the CSV file that only support standard import, and replace those attributes with the replacement attributes as suggested as listed in the following table.

Attributes That Only Support Standard Import Mode	Suggested Attributes to Use for Both Standard and Optimized Modes
LoyCardId	CardNumber
CardType	Not required
CardStatus	StatusCode

Add the Required Role and Data Security Policy

Before using optimized mode to import contacts, accounts, and households in a member card data import, you must complete the following procedure to add the required role and data security policy:

1. Log in to the application as the Security Manager user.

2. Open Tools, and then click Security Console.

3. In the Security Console, click Users.

4. Enter "All" and "LOYALTY_PROGRAM_ADMINISTRATOR" in the search fields, and click Search.

5. In the Display Name column, select LOYALTY_PROGRAM_ADMINISTRATOR.

6. Click Roles and enter the "Master Data Management Application Administrator" role in the search field for job roles, and click Search.

7. Click on the search results, and in the Action Menu, select Edit Role and complete the following fields:

   • Name. Master Data Management Application Administrator

   • Code. ORA_ZCH_MASTER_DATA_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB

   • Description. Administers the installation and maintenance of customer data management application and foundation model.

8. Click Next.

9. Navigate to step 3, Data Security Policy.

10. Select +Create Data Security Policy.

11. Complete the following fields to create the policy:

    • Policy Name. Grant PII to Social Security Number

    • Database Resource. Search for "Trading Community Party"

    • Data set. all values

    • Actions. Manage Trading Community Person Social Security

12. Click OK.

13. From the Data Security Policies edit screen for the role, click Next three times, and then click Save and Close.

14. Assign the new role to the user who's performing the optimized import.