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Contacts Mass Maintenance

Hello everyone!

Recentely we have decided to update our clients` contacts and found out that around 4000 no longer exist and we will have to martk them as obsolete, is there any quick way of doing this operation or will it have to be done manually one by one?

Thank you for your help?

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2 Answers

  • Jul 17, 2017 at 10:10 PM

    Hi Fernando

    With the Mass Data Maintenance work center you can modify details of your business data on a large scale such as accounts, contacts and products and is done via text/excel files.

    In this case you need to insert an ID for each row you are going to modify, and this ID must exist on the C4C.

    The maintenance process is includes export, change, and import your data.

    Export Data to Local File area, click the link of the data you want to export from the solution and enter the selection criteria for the data you want to export. You can add criteria to the standard selection by clicking Additional Fields. After you made your selection, click Export Data to CSV File.

    Changer the data as required and save the CSV file on your local machine.

    Import the Update Data from Local File area, click the link of the data you want to import into the solution.

    If this answer satisfy your query, then please do not forget to click on “Accept” this answer as correct one.

    Thanks

    Santosh

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    • Hello Santosh, thank you for your answer!

      I have searched at the mass data maintenance workcenter, and in fine-tune activities and I did not find how to mass change contacts, as shown in the screenshot, where can I find it, please?

      I did try to search it inside "Customers" but still got no success

      Best regards,

      Fernando

      hnpz0.png (179.6 kB)
  • Jul 18, 2017 at 10:18 PM

    Hi Fernando

    As your requirement is to obsolete or remove the relationship of contacts from your customers massively.

    As 'Contact' is the master data you do not have option to be 'Deleted' only you can set it to 'Obselete'.

    You can meet this requirement using Data Workbench.


    With Data Workbench enabled for OData entity "BusinessPartnerRelationships" with "Delete" option flagged you can remove the relationship from customers.

    So, the first step is to create a new odata service with this entity.

    1. Go to Administrator->OData Service Explorer
    2. Select to Show Custom OData
    3. Click on button new
    4. Maintain the name and flag the field "Data Workbench Enabled"
    5. Edit the new service and click on "Select Business Object"
    6. Select BO "BusinessPartnerRelationship" and node "Root"
    7. Include the following fields in OData Service

    Root: UUID, CategoryCode, DefaultIndicator
    FirstBusinessPartner: InternalID
    SecondBusinessPartner: InternalID

    Explanation about the fields:
    Field "DefaulIndicator" indicates which is the main contact of correspondent account.
    Fields "InternalID" and "InternalID1" correrspond to Account ID and second Account ID respectively.
    Field "CategoryCode" shows the relationship type which "BUR001,Contact Person Rel.ship" means Contact relationship. Note there are other assignments than Contact Person.

    8. Save and activate it

    To use this OData Service in Data Workbench and delete the relationship assignments follow the steps below

    1. Export the relationship data which needs to be deleted
    ->Go to Export->select the business object "BusinessPartnerRelationships"-> select the filter criteria "ID" (if needed) ->Next->Click on "Export"

    2. Download the above exported file from Montior.

    3. Edit the downloaded file
    ->Add "ToBeDeleted" as the last column to the file.
    ->For the records to be deleted, set the value as "true" in "ToBeDeleted" column.
    ->Save the above changes in the file.

    4. Go to Data Workbench->"Update" view
    ->Select the object->click Next
    -> Upload the file from 3rd step, Next
    ->Click on Import.

    If this answer satisfy your query, then please do not forget to click on “Accept” this answer as correct one.

    Thanks

    Santosh

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