The Demographic CSV Updater is an import process used to mass update demographic information using a CSV file as a source.
Demographics CSV Updater Navigation Menu
Demographics CSV Updater UI Navigation Window
Once the Demographics CSV Updater option is selected, the following window is displayed
Demographics CSV Updater Window
|Exit -||Navigates back to the main IMPACT window without making any changes|
|File Path -||Used to navigate to the location of your DEMOGRAPHIC CSV file|
The following are valid fields for the CSV importer. The fileds dbt_no and dem_id are required. The file does need to have the field headings in the first row so that IMPACT can identify which fields
Once completed, a report will be in the queue – QueueId will display as"OSER". Description will display as "OutSource/SkipTrace/Score Update" Report.
If the length of a field is too long, IMPACT will process the file and load only the first allowable number of characters in the field. IE. If a MEMO has 50 characters in it, only the first 40 will
If a Date of Birth has an incorrect format, the file will error out, an error message will indicate what line of the file has the incorrect format. There will be no updates completed for the file.
Correct the error and re-run the file.
If the demographic does not currently exist on the account, IMPACT will insert it AND place a note in the history that it was inserted. Any changes to demographics are recorded in the history also
(including changing a field from a blank value to having a value.)