The Experian Data section enables customer/vehicle data to be exported from Pinewood DMS and
sent to Experian to be cleansed and then imported back into Pinewood DMS.
Export Data
The first stage of the data cleansing process is to produce data files from Pinewood DMS.
CRM > Processing > Data Cleanse > Customer Data > Export Data
The export is split into separate functions for both Customers and Vehicles. In both cases the
extracted data can be filtered by ticking either the exclude customers without vehicles or
exclude vehicles without customer’s options.
To extract the data select “Customer Export” or “Vehicle Export”. The user will be prompted to
save the file on the local PC.
The file will be produced as a CSV .gz file which will be emailed to Experian to be updated.
Both export functions create a CSV file that is compressed in preparation for download. The
compressed file is saved with a .gz extension and may require a specific compression
management tool to open. The recommended tool is WINRAR which can be downloaded free
of charge.
Import Data
Upon completion of processing Experian will return the cleansed files. The Import Data function
will be used to import and process the cleansed data.
Separate tabs are used to import the cleansed data. Upon entry to the function the Customer
tab will be displayed by default. Both tabs are functionally the same from a user perspective,
with the only difference being the Processing options.
Use the browse function to locate / select the file for import. It is important to check that the
file being imported is appropriate to the company structure that has been selected when
entering the function.
When importing the data back into pinnacle a number of processing options are available within
the import screen.
The processing functionality will process the records in the file that have updates associated
with the processing tick box options selected. For example, if the TPS option was the only
one selected, then only the TPS related updates in the file will be processed.
The PAF and NCOA columns indicate whether the customer address details have been updated
from either the Post Code Address file, or the National Change of Address register.
The OSIS column indicates that a telephone number has been updated from the Operator
Services Information System register.
The MPS and TPS columns indicate that the address or telephone number(s) have been
registered with the appropriate preference agency.
The Gone Away and Deceased columns indicate that the record has been matched against the
Experian registers.
The Duplicate ID column uses an Experian defined number to batch together records that have
been identified as potential duplicates.
Once a file has been selected, and the processing options checked, select the Process button
to continue with the file import.
Progress will be displayed in the bottom left hand area of the function window, and will display
‘Processing Complete’ when the import has finished.
The results of the import can be viewed in the Summary tab.
The records that are flagged as having PAF, NCOA, OSIS, TPS, or MPS updates are
automatically updated as part of the import process, i.e. the details on the Pinnacle records
are amended. The Deceased, Gone Away, and Duplicates must be manually processed. The
appropriate fields are updated, and contact history is added indicating that an Experian
update has taken place.
The specific changes can be viewed through the Amendments Audit report which is located in
the CRM > Customer Database > Amendments Audit side menu heading. A radio button can be selected to filter the report to show only amendments made via an Experian Data cleanse.
The Summary tab indicates when the file was imported, how many records were processed,
and the number of records that have update columns populated.
PLEASE NOTE - the import and export menu areas will need to be made visible for your site, this is a chargeable service - for further information please email your Account Manager.