Import Contact Permissions

Hey Seth - you may want to take a look at this utility?  Sounds like it may be exactly what you need:  

www.tessituranetwork.com/.../Manage Contact Point Purpose.htm

EDITED To add - I mis-read the question.  Seth was asking about Contact Permissions, not contact point purposes, and he and I exploring custom solutions for this as part of Mount Vernon's Extended Services agreement, as there would be no standard utility for this.

Jennifer McClure can you share.  We have set up our Migration but on testing it is not going to do what we thought.  We have all of our restriction on Household and want to move to individual only for contact purposes.  However,  I would expect that what is on the household for restriction would migrate to both individuals when we switch to individual only, but that is not the case.  I don't see where migrating at all is going to help us. The only solution I see is for us to use a Contact Permission management tool to manually move our restrictions from the household to the individual records in the household.  Am I missing something or is this the case?  I think we will need that custom solution you are talking about.  

I said '...move to individual only for contact purposes" but meant to say contact permissions.  We are trying to do the contact permission migration moving from household to individual but nothing will migrate from household to individual when using the migrate utility unless I am missing something. 

Hi Terry,

I work with Seth regularly as part of Mount Vernon's Extended Services consulting agreement, so we are exploring custom options through that.  It sounds like submitting a ticket would be a good next step for the issues/questions you're having with the standard migration utility.  

Will do, thanks Jennifer. 

I just did this with a few lines of SQL yesterday. I used the constituent import utility to import a file of new subscribers from our retail site into Tessitura, then hit the results with a quick insert statement after the fact. Happy to share if you want to see it.

Yes please

Scott Colby (Past Member)

I'd also love to see the code. 

Thanks.

--Tom

P.S. You may be able to post a .zip file of your code here in this thread on TessituraNetwork.com

Here you go! It's just a simple insert of the id of the contact point (the email address, mailing address, or phone number), the purpose, and the category. I cleared out the selection logic from the "in" portion because it was just a big list of addresses.

ContactPointPurposes.zip

Thanks, Scott.  It's the stuff that goes in the second set of parentheses ( ) that our team is trying to figure out.

--Create your contact point purpose records
insert into TX_CONTACT_POINT_PURPOSE (purpose_id, contact_point_id, contact_point_category)
select 7, eaddress_no, -2 from t_eaddress where address in (  )

Gotcha. This worked for me because I had a .csv file of all the addresses to which I wanted to add the purpose. So what I had between those parentheses was basically just this:

(

'address1@domain.com',

'address2@domain.com',

'address3@domain.com'

)

It wouldn't be too difficult to adapt this to look for an attribute, or an interest, or membership in a list, or whatever other data you're using as the basis for planning your purposes. I'm happy to help you with that if you'd like.

Or if you have a way to get the addresses you want into Excel, you can quickly adjust them to include the apostrophes and the comma by changing the cell format to '@', and then paste the whole column into those empty parentheses.

Thanks for sharing.  Our current issue is more about deciding what we think we want to migrate to contact point purposes and restrictions and how those will impact operations.  Lists & Extractions.  Web site.