Finder Files and Keycodes

Finder Files and Keycodes

Module: Imports
Path: Processing > Imports/Exports > Imports
Topic: Finder Files and Keycodes
Version(s): 5.0 and up
Editions: All

What Are Finder Files and Keycodes?

Finder Files are records of customer information with a unique string assigned that can be used for reporting/data collection.
There are 2 modules that have to be installed for Finder Files to work correctly: Lookup Module (script); Finder File Import (import)
This is an optional module and does not come by default with your OrderLogix instance. Please contact OLX Customer Care team for more information

Making The Connection

Where Will I See This Within OLX?

During order entry on both Classic and SIM screens.

The DNIS being used for order entry will determine which Finder File is referenced due to the associated Campaign/Client:
             

Classic Order Entry

There are two ways to access Finder Files with classic order entry. The first is to enter the order entry form as you always have by using the DNIS, SOURCE, or PROMO and utilizing the Lookup button on the Sales Order Entry screen


The second, and most effective, is to perform the Finder File lookup before you enter the Sales Order Entry screen:

SIM Order Entry

(example only, SIM allows for customization that Classic does not)


Order Detail

The Order Detail screen CUSTOM1 under Campaign Information will list the Finder Number used during order entry.



What Reports Can Be Pulled?

  1. You may opt to use a custom field on the Script to hold the Finder Number or KeyCode. 
    1. Any report that provides the custom value fields will display this information

What Imports/Exports Relate to Finder Files

  1. Finder File is an import
  2. There is an optional export of data to client(s)

Trouble Shooting

  1. No record could be located for the specified Customer Number

    1. make sure the file has been uploaded
    2. make sure the file is associated to the same client and campaign the DNIS is associated to

  2. Multiple matches exist for the specified Customer Details, cannot choose just one

    1. SIM
      1. File has been uploaded more than once and duplicate files need removed from system
        1. OLX will have to remove files for you from backend
      2. File was split with overlapping records - can opt to have all files removed and import new, corrected files
        1. OLX will have to remove files for you from backend
    2. Classic
      1. If a duplicate match is found in Classic Order Entry the agent will be presented with the available records to chose which one to use.

Setup

Script

Address Lookup

If the Address Lookup is not set to Finder File Lookup you will not be able to use Finder Files during order entry for sales associated to the script.


Navigate to Company Data > Advertising > Maintain Scripts > Edit script > Details tab 
Address Lookup = Finder File Lookup

Custom Field

You will also have to activate Custom fields on the script for the keycode to show on the Order Detail.
  1. If using Classic Order Entry, activate Custom field 1 (this can be coded for another custom field if needed for your instance, inform OLX if custom field 1 is already being used for another integration)

  2. If using SIM, activate the Custom Field assigned to the Keycode and/or Finder Number as directed by OLX


Import


Navigate to Processing > Imports/Exports > Imports
  1. Category = Other
  2. Import Type = Finder File Import
  3. Data Source
    1. Files need to be .txt or .csv
    2. We find that .csv has fewer errors and can upload with larger sizes
  4. Import File

Configuration

  1. File Includes Header Row
    1. if your file has a header row check this box so the system does not associate the header as a misformatted record
  2. Clients
    1. Files are client restricted
      1. you may select multiple clients to utilize the same file
  3. Campaigns
    1. Files are campaign restricted
      1. you may select multiple campaigns to utilize the same file
  4. File Layout
    1. Layout 1 (8 Character Finder)
    2. Layout 2 (10 Character Finder)
    3. Layout 3 (csv allows up to 20 character Finder)
  5. Mail Drop Date
    1. This is the date the records in the file being uploaded are available for use
    2. When a new file is uploaded the system looks back 180 days (181 and older gets erased) to erase from tables

Decryption

  1. ZIP
    1. will need to set password to unzip file
  2. PGP
    1. once PGP is setup in OLX you will be able to select it from the PGP Key Option dropdown (follow instruction found in PGP link)

Results

The results of the import will display in this tab. 

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