Standard Sub Customers Import

Introduction

This will import Sub customers.

download sample sub-customers import file.

Fields

Visn Sub Customers Import

Field name	Description	Max length	Datatype	Rules	Mandatory	Default Value	Example
Customer Name	Customer Name	50	String	a-zA-Z0-9- '	N		Senger Boyer and Corkery
Company Registration Number	Company Registration Number	50	String	A-Z and 0-9 & All Special Char	N		04876932
Account Number	Account Number	50	String	A-Z and 0-9 & All Special Char	Y		ACC852614
VAT Number	VAT Number	10	String	A-Z and 0-9 & All Special Char	N		GB244524763
Vehicle Product	Vehicle Product	50	String	A-Z and 0-9 & All Special Char	N		Business Contract Hire
Consumer	Consumer	1	String	‘Y' / 'N’	N		Y
Cost Centre	Cost Centre	15	String	[ A-Za-z0-9_@./'#&+-/(/)' ']	N		10
Invoice Centre	Invoice Centre	15	String	[ A-Za-z0-9_@./'#&+-/(/)' ']	N		100
Building Number	Building Number	50	String	A-Z and 0-9 & All Special Char	N		20
Street Name	Street Name	100	String	A-Z and 0-9 & All Special Char	N		George Street
District	District	50	String	A-Z and 0-9 & All Special Char	N		Lambeth
Town	Town	100	String	A-Z and 0-9 & All Special Char	N		London
County	County	50	String	A-Z and 0-9 & All Special Char	N		Surrey and Kent
Postcode	Postcode	15	String	[a-zA-Z0-9]	N		B57AA
Contact Name	Contact Name	50	String	a-zA-Z0-9- '	N		Adah
Email	Email	50	String	Standard email format	N		jitendra+urbkir@digitalinnk.com
Contact Number	Contact Number	15	Numeric	0-9	N		01234567891
Mobile Number	Mobile Number	15	Numeric	0-9	N		01234567890
Alert Email	Alert Email	50	String	Standard email format	N		alertEmail+lynewy@digitalinnk.com
Policy Notes	Policy Notes	250	String	A-Z and 0-9 & All Special Char	N		I'll navigate the cross-platform UTF8 capacitor, that should interface the XML transmitter!

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:subCustomers

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:subCustomers

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:subCustomers

5. Leave Overrides empty

Importing the file

1. If the validation has passed

2. Go to Actions of import manager repo

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

4. Select the branch that was created for this import

5. Enter script name as import:subCustomers

6. Enter --persist in Overrides field

Importing the file via cloud run

Creating Schedulers for validating the 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: 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 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": "subCustomers.csv",
  "email": "mailgun@digitalinnk.com",
  "fatalErrorEmailToAddress": "mailgun@digitalinnk.com"
}

Create scheduler for validating the sub-customers

Creating Schedulers for importing the 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: 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 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": "subCustomers.csv",
  "email": "mailgun@digitalinnk.com",
  "fatalErrorEmailToAddress": "mailgun@digitalinnk.com"
}

Create scheduler for importing the 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 "subCustomers". This action will place the file in the specified location within the designated bucket.

Validation:

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

logs in cloud

Testing:

1. 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 25, 2024

Revisions