It is possible that the Mercedes-Benz CRiS program will send files with CRM Information to Autoline. You must import these files in Autoline.
The import files can contain new CRM data and contacts for which new CRM records can be created in Autoline. But it is also possible that an update of CRM data is sent, with this data you can update the CRM records in Autoline.
Whether imported records are created/updated automatically or whether they require manual acceptance is specified in the Mercedes-Benz specific system parameters.
What do you want to do?
To access the Import Retail Interface:
Select from the Main menu the Manufacturer System option, combined with company MB.
The Mercedes-Benz Main Menu is displayed.
Select from the Mercedes-Benz Main Menu, the Menu - Marketing option.
The Mercedes-Benz Marketing menu is displayed.
Select from the Mercedes-Benz Marketing menu the Menu - Retail Interface option.
The Menu - Retail Interface menu is displayed.
Select from the Menu - Retail Interface menu the Interface to CRiS - Import option.
The Retail Interface - Import form is displayed.
Normally this program is set up in the End of Day routine in order that the import is done automatically. How to set up this routine in the Timed Operations Schedule is described further on in this document.
When you click the Import button, the selected file is imported and processed.
Note: You must import the oldest file first.
On import the program checks the settings of the import parameters for the record types Customer, Company and Vehicle.
For existing records the imported fields are compared to the Autoline fields. When a changed field is set for automatic update, the import interface directly updates Autoline with the changes. If the changed field is not set for automatic update, the record is withheld in a temporary file buffer. You have to check and process the withheld records manually via the use of Assign customer record changes, Assign company record changes, Assign vehicle record changes, Accept customer record changes, Accept company record changes and Accept vehicle record changes forms of the Retail interface. If no changes are found for an existing record, the import interface process idles for this specific record.
Also for new records the respective parameters are checked and the records are either automatically created or withheld for manual acceptance.
Contacts that are contained in the imported CRM file are processed in a different way. If contacts are imported that do not require a follow up (follow up contact code equals ZXX) they are created automatically. All contacts with a different follow up code are withheld in the temporary buffer.
After the import is finished, the Import Summary Report will run automatically. Together with the Retail Interface - error log report, the Import Summary Report will be e-mailed to the E-mail import address of the MB parameters Retail Interface.
This option is only available when the error directory on the server contains any files.
When the following message is displayed on the Retail Interface - Import form, you have to sort out why the import of a specific file was not successful. This check is also done if the End of Day routine tries to import files. In that case a message is written in the End of Day logging If a file contains errors during import, the import file is moved to the error directory. You cannot import any other file when a file is present in the error directory.
You have to click the View error directory button to display the Retail Interface - Error directory form. In the list are the files displayed that caused errors during importing. Depending on you action in this form, you can start importing new or other files.
Retail Interface - Import Form