NA255

Overview of NA255 - Memo Import

NA255 imports Memo records to an Account, Constituent, Investment or Loan record.

To set this up, import mapping must be set up in your organization's system:

1. From the DDI Connect main menu, double-click Name/Address System --> Utilities --> 225 Import Memos. You will see this screen:

2. Click Add and fill out the following fields:

• Mapping name = Account Memo, Constituent Memo, Investments Memo or Loan Memo
• File format = Comma delimited
• Check the Header row checkbox

3. Click the Fields tab. Here you will enter in the Position information of each field for each mapping (see the tables below for exact mapping information). Once all of the fields have been assigned a position for that mapping, be sure to click the Save button and set up is complete.

Data file requirements:

• Only one header line/row may appear in a data file
• Dates must be in a MMDDYYYY format.
• Each data file can only contain one type of memo (Name memos, Account memos, Investment memos, or Loan memos).
• Name/Account memos must contain the following information:

  *  Primary ID – Constituent PIN (for name memos) or Account Master ID (for account memos)
  *  Memo text

• Investment/Loan memos must contain the following information:

  *  Primary ID – aka Account Master ID
  *  Secondary ID – aka Investment number (for investment memos) or Loan number (for loan memos)
  *  Memo text

• Optional information includes:

  *  Name (informational field only – does not update memos)
  *  Pop-up From Date - using date format of MM/DD/YYYY
  *  Pop-up To Date - using date format of MM/DD/YYYY
  *  Contact Date - using date format of MM/DD/YYYY
  *  Contact Type – must be a valid code from NACODE series #0044
  *  Memo code – must be a valid code from NACODE series #0017
  *  Value – If the “Memo Code” is defined as allowing an additional value, this field must either be in a date format (MM/DD/YYYY) or an amount format (99999.99 or 99999)
  *  Person responsible – must be a valid user id in DDI-Connect
  *  Primary contact – must be a valid constituent pin in DDI-Connect
  *  Contact Category – must be a valid category from Memo Category Setup
  *  Subject – free-form comment 
  *  Topic Code(s) – must be a valid code from NACODE series #0043.  If multiple codes are specified, this list should be comma-delimited.

Sample Tables:

How to Use Memo Import

1. Create a spreadsheet with the fields that you will be using for that particular import. For this example, we will use the Account Memo information. Your spreadsheet should look something like this. Please note, you can only use one Account ID per import

2. Save the file as a comma separated file (.csv)

3. Name/Address System --> Utilities --> 255 Import Memos

   a.  Import mapping = Account Memo
   b.  Import file = this is the location that you just saved your .CSV file
   c.  Module = NA (Name/Address)
   d.  Memo record coed = NA Account Master record
   e.  Check the Import memos box

4. Start

5. A PDF will be generated letting you know what memos were created and if there are any errors

6. You can now to that constituent’s account and verify that the memos were created:

NOTES

• NA255 was implemented in the February 2016 Delta