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2.5.4 Import Recipients

The import option allows the Administrator to load a list of Recipients from an Excel Comma Separated Values File (.csv). The entries in this file must adhere to the following format of seven fixed (+ any number of variable) fields:

RecipientID, First Name, Middle Initial, Last Name, Recipient Type, Recipient's Company, Recipient's Industry1, Recipient's Industry2, ...
RecipientID, First Name, Middle Initial, Last Name, Recipient Type, Recipient's Company, Recipient's Industry1, Recipient's Industry2, ...
..., ..., ..., ..., ..., ..., ..., ..., ..




Import Recipients
Figure 16: Import Recipients
Click to enlarge

For non-required data, empty fields can be used as , , (comma comma).

After the CSV file is processed, the Administrator has the option of selecting some or all of the correctly formed entries for insertion. For partially correct entries in the CSV file, the import Servlet will attempt to provide the option to correct for mistakes. Other entries that are deemed incorrect will show up as errors. For example, the following CSV file contains some entirely correct, some partially correct and some incorrect entries:

jsmith, John, D, Smith, Analyst, Investment Bank, Beverages
jdoe, Jane, , Doe, Portfolio Manager, Deutsche Bank, Small Companies, Computers - Mainframes/Minis, Electrical Equipment
fmae, Fanny, , Mae, Trader, Goldman Sachs, Insurance/Life
ahaubold, Alexander, , Haubold, Analyst, Credit Suisse First Boston,
,,,,,,
fmac, Freddy, , Mac

This file translates to the output as shown above.

2.5.5 Types

Every Recipient is associated to a type, which is used in Reporting as an ordered field. Types can be added, modified, and deleted. The default tables come pre-populated with three Company types: "Analyst", "Trader", and "Sales Person".

A type that is associated to a Recipient cannot be deleted without first changing the affected Recipient's types. In this case, the Administrator is prompted with an error message and a list of Recipients.



Recipient Types
Figure 17: Recipient Types
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Deleting Type that is associated to Recipients
Figure 18: Deleting Type that is associated to Recipients
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