NCOA - Revision history

Russ horton: /* Imports */

2020-10-02T15:12:33Z

Imports

← Older revision		Revision as of 15:12, 2 October 2020
Line 37:		Line 37:
	#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)		#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)
	#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record.		#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record.
	For CMS Versions 10.0.14.~~279~~ and below - Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint). For reference or coordination with Peachtree, this is what a properly formatted output should look like in their Layout Report - http://screencast.com/t/kuXqhoa8		##For CMS Versions 10.0.14.277 and below - Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint). For reference or coordination with Peachtree, this is what a properly formatted output should look like in their Layout Report - http://screencast.com/t/kuXqhoa8
	#Verify that the file sent is fixed length, and not CSV		##For CMS Versions 10.0.14.278 or later - Every record should be 588 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 590. As such '''the entire file size should be a multiple of 590'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint).
			#Verify that the file sent is fixed length and not CSV

	==Exports==		==Exports==

Russ horton: /* Imports */

2020-10-02T15:10:25Z

Imports

← Older revision		Revision as of 15:10, 2 October 2020
Line 36:		Line 36:
	#Was the file sent to Peachtree generated from the Address Correction section of CMS? If not, a file must be resubmitted to Peachtree that was created from this section of CMS.		#Was the file sent to Peachtree generated from the Address Correction section of CMS? If not, a file must be resubmitted to Peachtree that was created from this section of CMS.
	#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)		#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)
	#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record. Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint). For reference or coordination with Peachtree, this is what a properly formatted output should look like in their Layout Report - http://screencast.com/t/kuXqhoa8		#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record.
			For CMS Versions 10.0.14.279 and below - Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint). For reference or coordination with Peachtree, this is what a properly formatted output should look like in their Layout Report - http://screencast.com/t/kuXqhoa8
	#Verify that the file sent is fixed length, and not CSV		#Verify that the file sent is fixed length, and not CSV

Russ horton: /* Solution */

2016-07-26T18:34:33Z

Solution

← Older revision		Revision as of 18:34, 26 July 2016
Line 22:		Line 22:

	=Solution=		=Solution=
	Please note that CMS will only work with Peachtree Data and your export to Peachtree Data must be generated from the Address Correction section of CMS. While there are other companies that provide NCOA services, CMS relies on Peachtree Data's specific file format and response codes to ensure proper data updates. NewHaven Software cannot support files processed from other NCOA service providers.		'''Please note that CMS will only work with Peachtree Data and your export to Peachtree Data must be generated from the Address Correction section of CMS.''' While there are other companies that provide NCOA services, CMS relies on Peachtree Data's specific file format and response codes to ensure proper data updates. NewHaven Software cannot support files processed from other NCOA service providers.

	To obtain NCOA service please contact Clint Farmer at Peachtree Data and identify yourself as a NewHaven Software customer. '''Make sure to request the following format: Peachtree Original Layout for CMS'''.		To obtain NCOA service please contact Clint Farmer at Peachtree Data and identify yourself as a NewHaven Software customer. '''Make sure to request the following format: Peachtree Original Layout for CMS'''.

Russ horton: /* Overview */

2016-07-26T18:34:08Z

Overview

← Older revision		Revision as of 18:34, 26 July 2016
Line 1:		Line 1:
	=Overview=		=Overview=
	NCOA is the common acronym used for [http://www.peachtreedata.com/ncoa/ National Change of Address]. This service is provided by companies licensed by the United States Postal Service (USPS) to provide address hygiene services. While NCOA is most commonly used, and is a requirement, for any bulk mail discounts, it a good service for everyone to use to ensure your mail list is clean and up to date. NewHaven Software has partnered with Peachtree Data, a USPS licensee, to provide NCOA services. You'll find Peachtree Data to be fast, friendly and reasonably priced. This article will elaborate on the benefits and details of NCOA processing.		NCOA is the common acronym used for [http://www.peachtreedata.com/ncoa/ National Change of Address]. This service is provided by companies licensed by the United States Postal Service (USPS) to provide address hygiene services. While NCOA is most commonly used, and is a requirement, for any bulk mail discounts, it a good service for everyone to use to ensure your mail list is clean and up to date. NewHaven Software has partnered with Peachtree Data, a USPS licensee, to provide NCOA services. You'll find Peachtree Data to be fast, friendly, and reasonably priced. This article will elaborate on the benefits and details of NCOA processing.

	=Benefits=		=Benefits=

Russ horton: /* Exports */

2016-05-16T17:00:53Z

Exports

← Older revision		Revision as of 17:00, 16 May 2016
Line 42:		Line 42:
	The export file from CMS is the Peachtree 180 format, so named because it is 180 characters per record. Like the above, a proper file should be an even multiple of 180. If not, it is a CMS bug.		The export file from CMS is the Peachtree 180 format, so named because it is 180 characters per record. Like the above, a proper file should be an even multiple of 180. If not, it is a CMS bug.

	It is imperative that the original file sent to Peachtree be generated from CMS's Address Correction section to ensure that each record is properly coded in a way that will allow CMS to match the response records properly to their customer records~~. Be sure to question the client to ensure this is the source of their file~~.		It is imperative that the original file sent to Peachtree be generated from CMS's Address Correction section to ensure that each record is the right length. Also make sure the processing was done by PeachTree so we know the records are properly coded in a way that will allow CMS to match the response records properly to their customer records.

Russ horton: /* Imports */

2015-08-10T16:29:39Z

Imports

← Older revision		Revision as of 16:29, 10 August 2015
Line 36:		Line 36:
	#Was the file sent to Peachtree generated from the Address Correction section of CMS? If not, a file must be resubmitted to Peachtree that was created from this section of CMS.		#Was the file sent to Peachtree generated from the Address Correction section of CMS? If not, a file must be resubmitted to Peachtree that was created from this section of CMS.
	#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)		#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)
	#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record. Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint). For reference or coordination with Peachtree, this is what a properly formatted output should look like - http://screencast.com/t/kuXqhoa8		#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record. Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint). For reference or coordination with Peachtree, this is what a properly formatted output should look like in their Layout Report - http://screencast.com/t/kuXqhoa8
	#Verify that the file sent is fixed length, and not CSV		#Verify that the file sent is fixed length, and not CSV

Russ horton: /* Imports */

2015-08-10T16:29:13Z

Imports

← Older revision		Revision as of 16:29, 10 August 2015
Line 36:		Line 36:
	#Was the file sent to Peachtree generated from the Address Correction section of CMS? If not, a file must be resubmitted to Peachtree that was created from this section of CMS.		#Was the file sent to Peachtree generated from the Address Correction section of CMS? If not, a file must be resubmitted to Peachtree that was created from this section of CMS.
	#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)		#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)
	#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record. Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint).		#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record. Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint). For reference or coordination with Peachtree, this is what a properly formatted output should look like - http://screencast.com/t/kuXqhoa8
	#Verify that the file sent is fixed length, and not CSV		#Verify that the file sent is fixed length, and not CSV

Russ horton: /* Solution */

2015-08-06T00:00:44Z

Solution

← Older revision		Revision as of 00:00, 6 August 2015
Line 24:		Line 24:
	Please note that CMS will only work with Peachtree Data and your export to Peachtree Data must be generated from the Address Correction section of CMS. While there are other companies that provide NCOA services, CMS relies on Peachtree Data's specific file format and response codes to ensure proper data updates. NewHaven Software cannot support files processed from other NCOA service providers.		Please note that CMS will only work with Peachtree Data and your export to Peachtree Data must be generated from the Address Correction section of CMS. While there are other companies that provide NCOA services, CMS relies on Peachtree Data's specific file format and response codes to ensure proper data updates. NewHaven Software cannot support files processed from other NCOA service providers.

	To obtain NCOA service please contact Clint Farmer at Peachtree Data and identify yourself as a NewHaven Software customer. Make sure to request the following format: ~~'''~~Peachtree Original Layout for CMS'''.		To obtain NCOA service please contact Clint Farmer at Peachtree Data and identify yourself as a NewHaven Software customer. '''Make sure to request the following format: Peachtree Original Layout for CMS'''.

	Clint Farmer<br>Peachtree Data, Inc.<br>2905 Premiere Pkwy Ste 200<br>Duluth, GA 30097-5240<br>cfarmer@peachtreedata.com<br>(800) 477-3224 x4670<br>www.peachtreedata.com		Clint Farmer<br>Peachtree Data, Inc.<br>2905 Premiere Pkwy Ste 200<br>Duluth, GA 30097-5240<br>cfarmer@peachtreedata.com<br>(800) 477-3224 x4670<br>www.peachtreedata.com

Russ horton at 23:59, 5 August 2015

2015-08-05T23:59:48Z

← Older revision		Revision as of 23:59, 5 August 2015
Line 30:		Line 30:
	=Additional Help=		=Additional Help=
	You can find step by step instructions for NCOA processing in [http://help.newhavensoftware.com CMS Help] and typing in NCOA under the Index tab. Please contact NewHaven Technical Support if you require further assistance.		You can find step by step instructions for NCOA processing in [http://help.newhavensoftware.com CMS Help] and typing in NCOA under the Index tab. Please contact NewHaven Technical Support if you require further assistance.

			=Troubleshooting=
			==Imports==
			#Are your running CMS version 9.0.5.136 - 9.0.5.140? If so, you must update to a more current version before attempting any Peachtree import due to known problems in that span of CMS builds.
			#Was the file sent to Peachtree generated from the Address Correction section of CMS? If not, a file must be resubmitted to Peachtree that was created from this section of CMS.
			#Find the file called Layout Report.pdf that Peachtree includes in their response files. Scroll to the end of the document and the last field is either called Info or Notes. '''This field MUST be 22 bytes!''' If it is anything else, it needs to be pushed back to Peachtree for the proper output. (more info below)
			#Look at the file from Peachtree that was included with the response file called Layout Report.pdf. The end of this PDF will tell you the length of each record. Every record should be 587 bytes per the report. They also add two bytes (CRLF) onto each record which is not documented in the layout report so the total record length is 589. As such '''the entire file size should be a multiple of 589'''. If not, it is the wrong format and should be pushed back to Peachtree for the proper format (ask for Clint).
			#Verify that the file sent is fixed length, and not CSV

			==Exports==
			The export file from CMS is the Peachtree 180 format, so named because it is 180 characters per record. Like the above, a proper file should be an even multiple of 180. If not, it is a CMS bug.

			It is imperative that the original file sent to Peachtree be generated from CMS's Address Correction section to ensure that each record is properly coded in a way that will allow CMS to match the response records properly to their customer records. Be sure to question the client to ensure this is the source of their file.

Russ horton: /* Additional Help */

2015-08-05T23:52:39Z

Additional Help

← Older revision		Revision as of 23:52, 5 August 2015
Line 29:		Line 29:

	=Additional Help=		=Additional Help=
	You can find step by step instructions for NCOA processing in [help.newhavensoftware.com CMS Help] and typing in NCOA under the Index tab. Please contact NewHaven Technical Support if you require further assistance.		You can find step by step instructions for NCOA processing in [http://help.newhavensoftware.com CMS Help] and typing in NCOA under the Index tab. Please contact NewHaven Technical Support if you require further assistance.