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Anonymous
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We need to periodically delete clients in bulk from our Training Site and want to be able to match by the unique client identifier contained in HUDX-111's CSV output. That way we can feed some of these client rows back into the DIT (with an added DateDeleted) and it will match these clients and delete them.
Currently, HUDX-111's Client.csv file contains a PersonalID column, which looks to actually contain the client's Client ID. So we'd like to be able to match on this Client ID. And if this Client ID will be changed to a different client identifier in the future in HUDX-111, then we'd like that new identifier to work for matching.
We basically want a unique 1-to-1 identifier for each of the clients in HUDX-111 that can be used to match clients when importing a list of clients into the DIT for deletion.
Our process would be to run the HUDX-111 report (CSV export), then open up the Client.csv file and filter to a subset of the Client list by DateCreated or DateUpdated. Then we'd enter a date to the DateDeleted column for all clients in this subset. Then we'd save, and upload this Client.csv file (as part of a .zip file containing the other requisite DIT import files) to the Data Import Tool, and expect the DIT to correctly match these clients by the entry in the PersonalID column and delete them all.