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Order Import Training Session 1

VIDEO TRANSCRIPT | Recorded: 2025-09-30 | Verify against current system state

Abstract

Training session demonstrating order import process for Matt and McKenna. Covers running right rev order batch to create list of orders for import, checking if person records need to be imported first, running order imports (rarely fails), and the separate cancellation order process. Session interrupted by need to add new field (formatted payment method) to stored procedure.

Key Procedures

  • Run right rev order batch to create subset of orders for import
  • Check queries to verify if person/business records need import
  • Run person import if missing records (errors every ~10,000)
  • Skip intermediate imports, go directly to orders
  • Orders need persons and company records as base
  • Run order import (rarely fails)
  • For cancellations: run cancellation order batch separately
  • Cancellation process includes all same steps with different batch source

Notable Statements

  • 0:00:17 "At the end, I'll let y'all run the initial process for a month."
  • 0:00:38 "What this does is create tables that hold the list of orders that you're going to be importing."
  • 0:01:22 "If you need to run persons or business because you're missing persons, this should tell you if you need to run it."
  • 0:01:51 "I'd say probably errors out on every 10,000 or so."
  • 0:02:15 "All we need for orders as a base is persons and company records."
  • 0:02:43 "I've never had this fail."
  • 0:03:08 "I have a canceled order batch. So I have a special batch."

Systems & Configurations

Systems Mentioned

  • SQL Server (stored procedures, order batches)
  • Salesforce (order import target)
  • Aptify (source of company records)

Specific Configurations

Item Value/Setting Timestamp Notes
Error Rate ~1 per 10,000 0:01:51 Person imports
Order Base Persons + Companies 0:02:15 Prerequisites
New Field Formatted Payment Method 0:03:58 Added to stored proc
Wait Time ~17 minutes 0:06:49 For batch to rerun

Credentials/Access Mentioned

  • SQL Server access for stored procedures
  • VPN connection for database access

Errors & Troubleshooting

  • Issue: Missing field in stored procedure
  • Cause: New formatted payment method field added
  • Resolution: Add field to stored procedure and rerun

  • Timestamp: 0:03:58

  • Issue: Process takes long time after stored procedure change

  • Cause: Must wait for batch to rebuild
  • Resolution: Wait ~17 minutes, pause recording
  • Timestamp: 0:06:49

Transcript Gaps & Quality Notes

  • Training session for Matt and McKenna
  • Interrupted by stored procedure issue
  • Paused recording to wait for rerun
  • Follow-up session needed to complete process