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The Using Data Management page provides an introduction to data management and the following sections describe how to work with data management:

•Creating a Data Management Job

•Scheduling a Data Management Job

•Exporting and Importing Configurations

▪Exporting Configurations

▪Importing Configurations

•Deleting a Data Management Job

 

The Core Data Management Scripts page lists all of the core scripts:

•Customer Scripts

▪Script: Customer Load

▪Script: Customer Update

▪Script: Customer Address Update

▪Script: Update Customer Communication and Marketing Preferences

▪Script: Add User Accounts to Customers

▪Script: Customer Benefits (Benefits BI)

▪Script: Update Customers and Benefits

▪Script: Remove or Update Customer Benefits

▪Membership and Points Scripts

oScript: Add Memberships to Customers

oScript: Update Customer Membership Expiry

oScript: Add Membership Points for Bundle Activity

oScript: Add Membership Points for Event Activity

oScript: Add Membership Points for Gift Activity

oScript: Add Membership Points for Miscellaneous Item Activity

oScript: Delete Membership Points

▪Script: Add Affiliations to Customers

•Order Scripts

▪Script: Order Load

▪Script: Order Price Type Update and Add Payment

▪Script: Order Update

•Payment Scripts

▪Script: Add Scheduled Payments

▪Script: Process Scheduled Payments

•Correspondence and Notes Scripts

▪Script: Correspondence Load

▪Script: Note Load

•Event Scripts

▪Script: Create Multiple Events

▪Script: Create Multiple Events from CSV

•Product Scripts

▪​Script: Update Miscellaneous Item Option Availability

•Funds Management Scripts

▪Script: Create Programs Campaigns and Appeals

▪Script: Create Funds