How do I Use the UK Changes Data Cleanse system?
Contents
Historic Article
 |
This article has been replaced and is only included in the Knowledge Base for historic reference only. This article refers to a process from 2014. This option cannot be used for current systems due to changes in the requirements by Honda. Please speak to your Account Manager. |
- For help on finding out how up to date your Platinum system is, please click here
- If you would like help on updating your current system to the latest version click here.
- If you have any questions on the new update please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
Summary
The following article explains how to export your customer data to UK Changes and how to import the returned cleansed data back into Platinum.
 | This option relates to the requirements as of 2014. You are strongly advised to check the current requirements with the provider prior to using this option. We also strongly advise you ensure you have a full backup of your Platinum system, prior to using the import tool to update your records, as an import cannot be rolled back. |
More Information
The report and import templates are chargeable. If you wish to add this option to your system please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for details.
Exporting the Data
- To export the customer data from Platinum, go to " UK Changes Data Cleanse UK Changes Data Export".
- The report will prompt you for an "Active Customers After" date. If you enter a date here it will only output customers that have a turnover figure after that date or their account was created after that date. Leaving this date as '00/00/0000' will output the full customer database.
- The report will create 'ExpCus.csv' in '<Platinum Installation Drive>:\sx\SXIcons\Output\'.
This file can now be uploaded to your UK Changes account for cleansing.
 | If you have not yet registered for a UK Changes account you can do so here. For further help on registering for any franchise EXCEPT Honda, call Brandon Jackson on 01926 626317 or email brandon.jackson@ukchanges.com. |
| If you are a Honda franchise your account will have already have been registered, so should you have any issues with your Honda UK Changes account you can call Hayley Fitzgerald on 01926 626335 or email hayley.fitzgerald@ukchanges.com. |
Importing the Cleansed Data
Once you receive the data back from UK Changes you will need to extract the returned file to '<Platinum Installation Drive>:\sx\'.
If you have only had the standard data cleanse, please rename this file to 'Standard_Results.csv'; if you have opted for the additional data cleanse, please rename this file to 'Additional_Results.csv'. If you do not rename the files appropriately the import will fail.
- In Platinum go to " UK Changes Data Cleanse".
- If you have had the standard data cleanse, choose 'UK Changes Import Standard'; if you have had the additional data cleanse, choose 'UK Changes Import Additional'.
 | Important: If you choose the incorrect import or you have renamed the file incorrectly, the import will fail or import incorrect data. Catalyst cannot be held responsible for any errors which arise from using the incorrect import template. |
See also
