Technical Note: 20060418034

Frequent Diner Customer XML File Exchange

(Maitre'D 2005, from Service Pack 3 and later versions of Maitre'D)

Maitre'D can write or read a frequent diner customer information file in an XML format. This is useful when opening a new local site and copying the customer base, but the points will not be shared across the chain of restaurants automatically. Each location will count money spent and points earned individually.

P.O.S. Control / File

Import Frequent Diner Customers:

Select this function to read the customer list from the FDCustomers.XML file from another location.

Note: The current Frequent Diner Customer list must be empty. Deleting the existing Frequent Diner Customer file through the Database module would also erase all local history of points earned and spent for every customer, so make sure there is no valid data in the system before doing so.

P.O.S. Control / File / Export Frequent Diner Customers

Select this function to write a new FDCustomers.XML file, ready to be sent to the new location.

System Configuration / View / Options / Directories

Import/Export Frequent Diner Customer Path:

Specify the folder where the FDCustomers.XML file will be written to and from.

The exact structure of the FDCustomers.XML file is available on request, but here is a short example:

 

<FDCustomers Version="1.0">

<Customer>

<UniqueId>1013000008</UniqueId>

<Folio>5001</Folio>

<LastName>SMITH</LastName>

<FirstName>JOHN</FirstName>

<AddressInfos>

<Address-1>123</Address-1>

<Address-2>MAIN STREET</Address-2>

<City>NEW YORK</City>

<State>NY</State>

<ZipCode>123456</ZipCode>

<Phone>555-123-4567</Phone>

<E-Mail>jsmith@aol.net</E-Mail>

</AddressInfos>

<Dates>

<Birthday>1960-12-12</Birthday>

<SpecialAnniversary>1986-08-23</SpecialAnniversary>

</Dates>

<MiscInfos>

<MaritalStatus>2</MaritalStatus>

<Sex>1</Sex>

</MiscInfos>

<OrdersInfos>

<NumberOfOrders>1</NumberOfOrders>

<AccumulatedAmount>1000</AccumulatedAmount>

<CreditPending>500</CreditPending>

<CreditTotal>1500</CreditTotal>

<PointsBalanceUnconverted>123</PointsBalanceUnconverted>

<PointsBalanceConverted>425</PointsBalanceConverted>

</OrdersInfos>

</Customer>

<Customer>

<UniqueId>1013000009</UniqueId>

<MainId>5001</MainId>

<Folio>5002</Folio>

<LastName>SMITH</LastName>

<FirstName>CATHY</FirstName>

<AddressInfos>

<Address-1>123</Address-1>

<Address-2>MAIN STREET</Address-2>

<City>NEW YORK</City>

<State>NY</State>

<ZipCode>123456</ZipCode>

<Phone>555-123-4567</Phone>

<E-Mail>csmith@aol.net</E-Mail>

</AddressInfos>

<Dates>

<Birthday>1966-04-07</Birthday>

<SpecialAnniversary>1986-08-23</SpecialAnniversary>

</Dates>

<MiscInfos>

<MaritalStatus>2</MaritalStatus>

<Sex>2</Sex>

</MiscInfos>

</Customer>

</FDCustomers>

Notes:
The MainId tag is only included for customers associated with another Main Account.
The money amounts are expressed in cents.
In the MaritalStatus tag, 1=Single, 2=Married and 3=Married w/h Single
In the Sex tag, 1=Male and 2=Female