HiFinance 5


 

SECTION 1.5.4.2 CARDS ASCII IMPORT

 

USAGE: To import a file containing, a set of Cards for the United Cards sub-system.

 

DISCUSSION: Make sure that you have a good backup of your data and that no-one is using HiFinance during the update. HiFinance may not update the files as you expected and the only completely safe way to correct the mistake is to restore your data from backup.

 

Before you start, you must have created the main account for this Debtor.

 

The import file required must be called newcards.csv, although case is not important in Windows. This file must reside in your data directory, eg \HF5DATA\COMP1. Also, the file must not be in use. This is important because if you have created the file from a spreadsheet and have saved it but not closed it, the file will still be locked by the spreadsheet program and HiFinance will not be able to open it.

 

The input file must be in CSV format. This is a comma-delimited file (without quotes) with one record per line. Exporting from Excel, choosing the CVS format, will produce the correct format automatically. Each alphanumeric field must be left justified. HiFinance will make no attempt to remove leading spaces (for names, etc.). Numeric fields should not have any dollar signs or commas. Do not use commas in any alpha fields. These will be treated as a field break and HiFinance will not import the row correctly. Some fields, eg PIN can be left blank, but all the option fields eg POSTEC, must be populated with either a Y or N, or the equivalent ie y or + for Y and n or for N.

 

The first line of the input file must contain only field names. This line must be present, and should appear on disk as exactly:

 

Holder Customer Code,CARD NUMBER,NAME-ON-CARD,PIN,DEPT-CODE,ACTIVE (Y/N),USE-POSTEC (Y/N),USE-OPT (Y/N),PLUS (Y/N),ULP (Y.N),DIS (Y/N),LPG (Y.N),PULP (Y/N),PRE98 (Y/N),E85,Adblue,PREDIS,LUBS (Y/N),CARWASH (Y/N),SHOP GST (Y/N),SHOP NO-GST (Y/N)

 

If this header is not there, the program will reject the file.

 

All columns must be present. Do not rearrange the columns. The number of cards to be entered is not restricted (except by the total limit of cards, ie 99999). Make sure that you have not duplicated any cards in the import file. Once the import has run, you cannot get rid of the cards, except by deleting them one by one.

 

When you start the program, you are asked for the main account code. The screen looks as follows.

 

 

Enter the Debtor code, or <ESC> to be returned to the DEBTOR ASCII EXPORT menu. When you enter a code, you will be asked to confirm your choice and then the import is automatic.

 

Typically, the excel file that creates the import file looks as follows:

 

 

and the file should be saved as a CSV file which typically looks as follows:

 

Holder Customer Code,CARD NUMBER,NAME-ON-CARD,PIN,DEPT-CODE,ACTIVE (Y/N),USE-POSTEC (Y/N),USE-OPT (Y/N),PLUS (Y/N),ULP (Y.N),DIS (Y/N),LPG (Y.N),PULP (Y/N),PRE98(Y/N),E85,Adblue,PREDIS,LUBS (Y/N),CARWASH (Y/N),SHOP GST (Y/N),SHOP NO-GST (Y/N)

UP9523,7897250000942931,Malcolm Mowat,2931,,Y,N,Y,Y,Y,Y,Y,Y,Y,N,Y,Y,Y,N,N,N

 

No trailer is required. Notice that all fields are left justified. Do not enter any commas in any of the fields, eg the NAME ON CARD, as this will be interpreted as a column shift and will cause the import to run erratically.

 

The Fields are as follows:

 

CARD NUMBER This is the full card number with all prefixes. It is compulsory.

NAME-ON-CARD This is the Name-on-Card field and can be up to 50 Characters.

PIN This field is optional.

DEPT-CODE This field is optional.

ACTIVE (Y/N) This must be Y or N.

USE-POSTEC (Y/N) This must be Y or N.

USE-OPT (Y/N) This must be Y or N.

PLUS (Y/N) This must be Y or N.

ULP (Y.N) This must be Y or N.

DIS (Y/N) This must be Y or N.

LPG (Y.N) This must be Y or N.

PULP (Y/N) This must be Y or N.

PRE98 (Y/N) This must be Y or N.

E85 (Y/N) This must be Y or N.

Adblue This must be Y or N.

PREDIS This must be Y or N.

LUBS (Y/N) This must be Y or N.

CARWASH (Y/N) This must be Y or N.

SHOP GST (Y/N) This must be Y or N.

SHOP NO-GST (Y/N) This must be Y or N.

 

When HiFinance finishes importing, the import file will be renamed to newcards.old (to stop you from accidentally rerunning the program with used data) before returning you the MAIN MENU.

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