Introduction.

This article describes which data you can use to fill in the columns and lines of the CSV import file to process registrations via web questions. Not all data is mandatory. Fill in only those details that are important to you. As an example you will find two example files at the bottom of this article.


Algemene gegevens:
Column
Column name
Remarks
A
Web request number
Each participant with the same track question number will be bundled on the same track question and request in Coachview. If each track question number is unique or not filled in, one track question and request is created for each participant (line) in Coachview.
B
Course Code
Must correspond exactly with a training code or name in Coachview if you want to register the participant(s) directly when processing the track question. You may enter both, but one of the two is sufficient.
C
Course Naam
D
ReferentieNr
This will be the customer's reference number with the application. Think of a PO number or purchase number. This number is often printed on the invoice.
E
Note
The general remarks are shown in the web question and placed in the comments field of the application.
F
ContactpersoonIsDeelnemer
Yes = contact person is also a participant. You don't have to fill in the data of the participant anymore.
No = contact is not a participant. Data of the participant(s) must be filled in separately.
G
Request is Order
Yes = the request in Coachview automatically gets the sales status 'Order'. The financial status is automatically set to 'To be invoiced'.
No = the request in Coachview automatically gets the sales status 'Initial'. There is no financial status.


Company data:
Column
Column name
Remarks
H
Company name
Name of the company. If the name of the company exactly matches the name in Coachview, the company will be recognized. If this is not the case, a new company is created.
I
Company adress
Company mailing address.
J
Company zipcode
Postal code of the postal address of the company.
K
Company Location
Location of the postal address of the company.
L
Company country
Country of the postal address of the company. Use in full (Netherlands) or ISO code (NL) of the country. If nothing is entered, the Netherlands is automatically selected.
M
Company phone number
Telephone number, may be with or without dash (e.g. 088-4488555 or 0884488555).
N
Company remark
Additional remark, will be placed in the company file.
O
Company ExternID
Do you periodically import companies in Coachview, or have you done this once then they have received an ExternalID (unique code).
P
Company ExternSource
This also applies to the ExternalSource. It must match exactly. Coachview recognizes the company if the ExternID and ExternSource match.


Coachview recognizes the company if 1, 2 or 3 are met:

  1. The completed Company ExternID and ExternSource matches Coachview.
  2. The entered e-mail address exactly matches the e-mail address in the company file.
  3.  The entered name exactly matches the name in the company file.


Gegevens contactpersoon, deze wordt tevens contactpersoon van de aanvraag:
Column
Column name
Remarks
Q
Contact person Surname
Last name, is used to check if the person already exists in Coachview.
RContact Person Initials
Initials, is used to check if the person already exists in Coachview.
SContact person Inserts
Insertions, is used to check if the person already exists in Coachview.
TContact person First name
First name or call signs.
UContact Gender
Fill in 'M' (male) or 'V' (female). Don't fill in anything that is gender unknown.
VContact Person Address
Private address.
WContact zip code
Private address zip code.
XContact Person Place
Private address place.
YContact Person  country
Use in full (Netherlands) or ISO code (NL) of the country. If nothing is entered, the Netherlands will be selected automatically.
ZContact Person  date of birth
Format is dd-mm-yyyy (e.g. 20-04-1961).
AAContact Person  Place of birth

ABContact Person  mobile
May be with or without a dash (e.g. 06-12345678 or 0612345678)
ACContact Person  phone
May be with or without a dash (e.g. 06-12345678 or 0612345678)
ADContact Person  Email address
Private or business e-mail address, is used to check if the person already exists in Coachview.
AEContact Person  Note
Additional note, will be placed in the personal file.
AFContact Person  optin
'Yes' or 'No' or don't enter anything (unknown). This concerns receiving newsletters etc.

Yes = want to receive newsletters.

AGContact Person  optout

'Yes' or 'No' or don't enter anything (unknown). This concerns receiving newsletters etc.

Yes = does not want to receive newsletters.

AHContact Person  ExternID
If you periodically import people into Coachview, or if you have done this only once, they have been given an ExternalID (unique code). Used together with the ExternSource to check if the person already exists in Coachview.
AIContact Person  ExternSource
ExternalSource of a person (must match exactly).
AJContact Person  VrijveldCode

Code of a free field of a person (must match exactly).

The use of free fields: this's how you do it.

AKContact Person  VrijveldData
Actual content of the free field.


Coachview recognizes a contact person or participant if 1, 2, 3 or 4 are met:

  1. The completed Contact Person/Contractor ExternID and ExternSource corresponds to Coachview.net.
  2. The completed e-mail address corresponds exactly with an e-mail address in the personal file.
  3. The last name and date of birth correspond exactly with a last name in combination with the date of birth in the personal file.
  4. The initials and insertions and surname match exactly.


Data participant, repeat for each participant the rule of the company and/or contact person:
Column
Column name
Remarks
ALParticipant Last name
Last name, is used to check if the person already exists in Coachview.
AMParticipant Initials
Initials, is used to check if the person already exists in Coachview.
ANParticipant Insertions
Insertions, is used to check if the person already exists in Coachview.
AOParticipant First name
First name or call signs.
APParticipant Gender
Fill in 'M' (male) or 'V' (female). Don't fill in anything that is gender unknown.
AQParticipant Address
Private address.
ARParticipant zip code
Private address zip code.
ASParticipant place
Private address place.
ATParticipant country

Use in full (Netherlands) or ISO code (NL) of the country. If nothing is entered, the Netherlands will be selected automatically.

AU Participant date of birth
Format is dd-mm-yyyy (e.g. 20-04-1961).
AVParticipant Place of birth

AWParticipant mobile
May be with or without a dash (e.g. 06-12345678 or 0612345678)
AXParticipant phone
May be with or without a dash (e.g. 06-12345678 or 0612345678)
AYParticipant Email address
Private or business e-mail address, is used to check if the person already exists in Coachview.
AZParticipant Note
Een aanvullende notitie zal in het persoonlijke dossier worden geplaatst.
BAParticipant optin
'Ja' of 'Nee' of voer niets in (onbekend). Dit betreft het ontvangen van nieuwsbrieven etc.

Ja = nieuwsbrieven willen ontvangen.

BBParticipant optout

'Yes' or 'No' or don't enter anything (unknown). This concerns receiving newsletters etc.

Yes = does not want to receive newsletters.

BCParticipant ExternID
If you periodically import people into Coachview, or if you have done this only once, they have been given an ExternalID (unique code). Used together with the ExternalSource to check if the person already exists in Coachview.
BDParticipant ExternSource
ExternalSource of a person (must match exactly).
BEParticipant VrijveldCode

Code of a free field of a person (must match exactly).

The use of free fields: this's how you do it.

BFParticipant VrijveldData
Actual content of the free field.


Coachview recognizes a contact person or participant if 1, 2, 3 or 4 are met:

  1. The completed Contact Person/Contractor ExternID and ExternSource corresponds to Coachview.net.
  2. The completed e-mail address corresponds exactly with an e-mail address in the personal file.
  3. The last name and date of birth correspond exactly with a last name in combination with the date of birth in the personal file.
  4. The initials and insertions and surname match exactly.

Ja' of 'Nee' of vul niets in (onbekend). Dit betreft het ontvangen van nieuwsbrieven etc.


Ja = wil geen nieuwsbrieven ontvangen.