Lex Sub Customers Import

Introduction

This will import lex sub customers.

download sample sub-customers import file.

Fields

Lex Sub Customers Import

Lex Customer contract fields	Map to ViSN Column Name	Description	Max length	Rules	Mandatory	Default Value	Example
CustomerName	Customer Name	Customer Name	100	A-Z & 0-9 and special characters	N		Heaney - Rath
CustomerAccountNo	Account Number	Account Number	15	A-Z & 0-9 and special characters	Y		ASI537945
StandardInstructions	Customer Policy Notes	Customer Policy Notes	8000	All Characters and Special Characters	N		The TCP port is down, reboot the bluetooth protocol.
ContactName	Contact Name	Contact Name	100	A-Z & 0-9 and special characters	N		Kaycee
TelephoneNumber	Contact Number	Customer Contact number	11	0-9 numbers	N		01234567891
eMailAddress	Contact Email	Customer Contact Email address	50	All Characters and Special Characters	N		jitendra+djkoce@digitalinnk.com
CustomerReferralLimit	Referral Limit	Referral Limit	7	All Characters and Special Characters	N		300

Lex Customer contract fields	Description	Max length	Rules	Mandatory	Default Value	Example
MaintenanceControllerNotes	MaintenanceControllerNotes	8000	All Characters and Special Characters	N		The TCP port is down, reboot the bluetooth protocol so we can input the CSS panel!
TyreBrandPreference1	TyreBrandPreference1	10	All Characters and Special Characters	N		DFGH-THYU
TyreBrandPreference2	TyreBrandPreference2	10	All Characters and Special Characters	N		DFGH-TPYU
TyreBrandPreference3	TyreBrandPreference3	10	All Characters and Special Characters	N		DFGH-TUDU
TyreBrandPreference4	TyreBrandPreference4	10	All Characters and Special Characters	N		DFGH-TTKU
TyreBrandPreference5	TyreBrandPreference5	10	All Characters and Special Characters	N		DFGH-TOYU

Importing a file

Preparation

1. Create a new branch with Jira task number in the branch name

2. Delete all the files in importFiles folder

3. Create a folder with the current sprint number

4. Copy the file that needs to be imported

5. Go to package.json , find the line validate:lexSubCustomers

6. Modify --leaseId with the required lease Id

7. Modify --file with the relative path of the file

8. Save package.json

Validating locally

1. in a terminal run npm run build

2. in a terminal run npm run validate:lexSubCustomers

3. If there are no errors, push the code

Validating in workflow

1. Go to Action of Import-manger

2. Find <Environment> - on-demand-import

3. Select the branch that was created for this import

4. Enter script name as validate:lexSubCustomers

5. Leave Overrides empty

Importing the file

1. If the validation has passed

2. Go to Action of Import-manger

3. Find <Environment> - on-demand-import

4. Select the branch that was created for this import

5. Enter script name as import:lexSubCustomers

6. Enter --persist in Overrides field

Importing the file via cloud run

Creating Schedulers for validating the lex-sub-customers

1. Go to Cloud Scheduler and select the CREATE JOB

Setup Required

A Scheduler should be created cloud scheduler with the following parameters

• Name: lex_sub_customer_import_file_validation
• Region: europe-west2
• Frequency: 0 0 31 12 1
• TimeZone: GMT London
• Target type: HTTP
• URL: https://import-manager-36r2bu4izq-uc.a.run.app/import-subCustomers
• HTTP method: POST
• Auth header: select OIDC token
• Service account: cloud-run-import-customer-contract
• body: a JSON object including the following parameters

JSON object for lex_sub_customer_import_file_validation scheduler

{
  "leaseId": "QJKgdjS4I02sEia4yTne",
  "leaseCompanyName": "Next Fleet Services",
  "persist": "false",
  "bucket": "biddirect-2.appspot.com",
  "appDirectory": "/usr/src/app/",
  "importPath": "imports/fileDrop/",
  "importFileDropPath": "imports/fileDrop/",
  "importFileName": "lexSubCustomer.csv",
  "email": "mailgun@digitalinnk.com",
  "fatalErrorEmailToAddress": "mailgun@digitalinnk.com",
  "schema": "LEX_SUB_CUSTOMER"
}

Create scheduler for validating the lex-sub-customers

Creating Schedulers for importing the lex-sub-customers

1. Go to Cloud Scheduler and select the CREATE JOB

Setup Required

A Scheduler should be created cloud scheduler with the following parameters

• Name: lex_sub_customer_file_import
• Region: europe-west2
• Frequency: 0 0 31 12 1
• TimeZone: GMT London
• Target type: HTTP
• URL: https://import-manager-36r2bu4izq-uc.a.run.app/import-subCustomers
• HTTP method: POST
• Auth header: select OIDC token
• Service account: cloud-run-import-customer-contract
• body: a JSON object including the following parameters

JSON object for lex_sub_customer_file_import scheduler

{
  "leaseId": "QJKgdjS4I02sEia4yTne",
  "leaseCompanyName": "Next Fleet Services",
  "persist": "true",
  "bucket": "biddirect-2.appspot.com",
  "appDirectory": "/usr/src/app/",
  "importPath": "imports/fileDrop/",
  "importFileDropPath": "imports/fileDrop/",
  "importFileName": "lexSubCustomer.csv",
  "email": "mailgun@digitalinnk.com",
  "fatalErrorEmailToAddress": "mailgun@digitalinnk.com",
  "schema": "LEX_SUB_CUSTOMER"
}

Create scheduler for importing the lex-sub-customers

Preparation:

1. Bucket name is biddirect-2.appspot.com and it will vary for higher envs and the file path should imports/fileDrop, where you can drop the CSV file named "lexSubCustomer". This action will place the file in the specified location within the designated bucket.

Validation:

1. Go to Cloud Scheduler
2. Run lex_sub_customer_import_file_validation job (job name could be different on other env)

logs in cloud

Importing:

1. Go to Cloud Scheduler
2. Run lex_sub_customer_file_import job (job name could be different on other env)

logs in cloud

Testing

1. Lex Sub-customers will be created under customer. You can verify this by navigating to the ViSN customer platform and selecting Settings > Customers.

Status: Pending Approval
Category: Protected
Authored By: Harish on March 14, 2024

Revisions