Demo: December 18

Agenda

Marketing

Application


import

Data validation checks look like:

  1. confirm email addresses are valid.
  2. presence fname, lname.
  3. presence of client name.
  4. presence of property ID and address. (ADDRESS,CITY,STATE,ZIPCODE).

Data conflict checks look like:

  1. Same client name, but different first name, last name, or email address.
  2. A different client name, for an already existing email address.
  3. A different first or last name, for an already existing email address.
  4. An already existing property with the same property ID.

This applies to both the CVS data itself, and to potentially existing user records.

Questions and answers

If any validation fails, what happens?

We’ll generate a report on the failing rows, and not import. Only validated CSVs will successfully import, and only after the confirmation report.

Does this ever update existing records?

Currently no. This only inserts records.

How might we have just one csv import file from PAMS, that contained both client and property?

Should be fine. We’ll expect property to be unique in the table, and client name / client email to repeat if they own multiple properties.