Concession card import interface

The concession card interface is available to Australian users only and is used to bulk import concession card information onto customer accounts.  This interface is useful for scenarios where you have many concession cards to import or a lot of concession cards that need updating. 

This interface is typically used as required to import the required concession cards.

The "Interfaces\Concessions Card Import" folder is polled when the import process is run (it isn't normally a scheduled interface).

1. If the file is successfully processed it is placed in "Interfaces\Concession Card Import\Archive".
2. If it is not able to be processed it is placed in the "Interfaces\Concession Card Import\Error" folder with an error file explaining why.

This interface can also be manually run at any time from the Scheduled Tasks screen.

File Format

Must be a CSV file with the following columns * = mandatory:

account_number* - the account number must be a valid account number or sales customer number in Utilmate. If an account number cannot be found, the file will error with an error message explaining the account number that cannot be found.

card_number* - the concession card number must be provided, but no validation is performed that it is a valid concession card number.

card_type* - card type are configurable for each instance of Utilmate. However, this is a list of the most common card types (Use the card type code column in interface)

Card Type Code	Card Description	State/s
ACTSAC	ACT Service Access Card	ACT only
CSHC	Commonwealth Seniors Health Card	VIC SA QLD NSW
DVAGC	Dept of Veterans Affairs Gold Card	VIC SA NSW
DVAGV	Dept of Veterans Affairs Gold Card	TAS only
DVAPCC	DVA Pension Concession Card	VIC SA QLD NSW
DVASHC	Commonwealth Seniors Health Card	SA only
HCC	Health Care Card	VIC SA QLD ACT TAS NSW
LOWINC	Low Income Health Card	QLD only
PCC	Pensioner Concession Card	VIC SA QLD ACT TAS NSW
QGSC	Queensland Government Seniors Card	QLD only
SA_ENERGY	South Australia Energy Concession	SA only
SCC	SA State Concession Card	SA only
SLHCC	Health Care Card Special Benefit [SP]	NSW only (if configured)
TCC	Tasmanian Concession Card	TAS only

site_identifier - the site identifier the concession card will apply to. Where site identifier is supplied it is validated and if the site identifier cannot be found for the account number. Error - 'Site identifier does not match for customer number, or no current account exists. '

first_name* - the first name on the concession card.

last_name* - the last/surname name on the concession card.

start_date* - the start date for the concession card to apply from.

expiry_date* - the expiry date on the concession card.

When importing a concession card if a concession card with the same number already exists for the customer, it will be updated with the information in the interface.  

See below sample Concesssion card import file.