Issues with SQL contact import

[Dataquest]

Hi,

I was following this guide https://wiki.hornbill.com/index.php?title=SQL_Contact_Import I'm trying import a .CSV but I'm having some issue, please advise.

tester001.csv

[Steve Giller]

There is no h_user_id field in the Contacts table.

The wiki uses h_logon_id, which is the recommended identifier for a Contacts import.

[Dataquest]

Hi,

 

I'm still getting some issue, any ideas where its going wrong?


2022/04/01 08:43:42 [DEBUG] Processing Contact [%!s(<nil>)]
2022/04/01 07:43:42 [DEBUG] Create Contact: [%!s(<nil>)]
2022/04/01 07:43:42 [DEBUG] Contact Create/Update XML: <params><application>com.hornbill.core</application><entity>Contact</entity><returnModifiedData>true</returnModifiedData><returnRawValues>true</returnRawValues><primaryEntityData><record><h_jobTitle>&lt;no value&gt;</h_jobTitle><h_phone>&lt;no value&gt;</h_phone><h_email>&lt;no value&gt;</h_email><h_lastName>&lt;no value&gt;</h_lastName><h_name>&lt;no value&gt;</h_name><h_password>&lt;no value&gt;</h_password><h_firstName>&lt;no value&gt;</h_firstName><h_mobile>&lt;no value&gt;</h_mobile><h_role>&lt;no value&gt;</h_role><h_userType>&lt;no value&gt;</h_userType><h_userId>&lt;no value&gt;</h_userId></record></primaryEntityData></params>
2022/04/01 07:43:42 [ERROR] Contact Create Failed. MethodResult Not OK from [entityAddRecord] : The specified column could not be found: h_phone

SQL_Contact_Import_2022-04-01T08-43-42+01-00.log tester001.csv

[Dataquest]

On 3/30/2022 at 5:25 PM, Steve Giller said:

There is no h_user_id field in the Contacts table.

The wiki uses h_logon_id, which is the recommended identifier for a Contacts import.

@Steve Giller still having issue, see my latest reply

 

[Dataquest]

6 hours ago, Dataquest said:

Hi,

 

I'm still getting some issue, any ideas where its going wrong?


2022/04/01 08:43:42 [DEBUG] Processing Contact [%!s(<nil>)]
2022/04/01 07:43:42 [DEBUG] Create Contact: [%!s(<nil>)]
2022/04/01 07:43:42 [DEBUG] Contact Create/Update XML: <params><application>com.hornbill.core</application><entity>Contact</entity><returnModifiedData>true</returnModifiedData><returnRawValues>true</returnRawValues><primaryEntityData><record><h_jobTitle>&lt;no value&gt;</h_jobTitle><h_phone>&lt;no value&gt;</h_phone><h_email>&lt;no value&gt;</h_email><h_lastName>&lt;no value&gt;</h_lastName><h_name>&lt;no value&gt;</h_name><h_password>&lt;no value&gt;</h_password><h_firstName>&lt;no value&gt;</h_firstName><h_mobile>&lt;no value&gt;</h_mobile><h_role>&lt;no value&gt;</h_role><h_userType>&lt;no value&gt;</h_userType><h_userId>&lt;no value&gt;</h_userId></record></primaryEntityData></params>
2022/04/01 07:43:42 [ERROR] Contact Create Failed. MethodResult Not OK from [entityAddRecord] : The specified column could not be found: h_phone

SQL_Contact_Import_2022-04-01T08-43-42+01-00.log 1.96 kB · 0 downloads tester001.csv 211 B · 1 download

@Victor any ideas?

[Steve Giller]

@Dataquest What's your Schema.ini file set to?

[Dataquest]

@Steve Giller @mojahidm

[Steve Giller]

I'd start with ensuring the CSV and INI files have matching case for every column and test again.

[Dataquest]

Can I get a full list on the contact mapping for the .json I dont think I am entering it correctly

[Steve Giller]

1 hour ago, Dataquest said:

I dont think I am entering it correctly

It's case sensitive, TELEXT1 is not the same as telext1.

Matching the case in the INI and CSV files is your next step.

[Victor]

Also, there is no "h_phone" field for contacts. It is either "h_tel_1", "h_tel_2" or "h_tel_3", this needs to be reflected in the config file.

 

[Dataquest]

ok I got the csv working to upload users in bulk!

but I got a new issue, when trying to login it doesnt work, I have to manually change the password again for the user to be able to login https://customer.hornbill.com/dataquestuk so I created more test users but when I try to change the password in bulk, it doesnt work.

[Dataquest]

@Steve Giller @Victor

[Victor]

@Dataquest same as with "phone", there is no "password" field for contacts... where are these fields and mapping coming from? I do not see them in the wiki documentation... The password cannot be set during import and also, the password cannot be set in bulk. I do not recommend setting passwords for contacts but to let the contacts set their own passwords (using "Forgot Password" option on login), usually people are much more comfortable knowing their password is private. The functionality for setting a password I would use in specific circumstances when is deemed necessary and there are no other options available. Even then I would still advise the contact to change that as soon as they have access to the functionality.

[Dataquest]

@Steve Giller @Victor  Its in the photo home > system > user & guest access > guest accounts


also the option to tell a new user to reset their own password aint an option, it appears disabled, how do I unable this? 


 

[Victor]

@Dataquest

1 hour ago, Dataquest said:

Its in the photo home > system > user & guest access > guest accounts

I would advise to only set field mapping as documented on the wiki: https://wiki.hornbill.com/index.php?title=SQL_Contact_Import. The import tool documentation does not specify that password is a field available in the tool, the import does not process contact passwords. 

Regarding the message that the portal does not allow password resets, please check if this is enabled for the customer portal: In admin tool navigate to portal customisation and select the customer portal:

 

Here, check if the password reset option is enabled: