Managing Business Data

Introduction

From time-to-time you will need to update your data to reflect changes at businesses in your town centre.

Common Scenarios

1. The contact at the business changes
2. The business moves address
3. The business closes down
4. A new business opens

1. The contact at the business changes

If the contact at the business changes then you can login to the hub and change the contact’s email address.

Go to Users > Business and locate the correct business. Click on the pencil icon which shows you more information about the business. Then go to the email field which displays the existing contact’s email address and a padlock icon.

Click on the padlock. You will be asked whether you are sure you wish to update the email address. Confirm ‘Ok’ and you’ll be able to change the email address. Once you have done this, go to the bottom of the page and click ‘Submit’.

The new contact will then be sent an email asking them to reset the password and then they can login and administrate the business account.

2. The business moves address

If a business moves premises then it’s possible for them to update the address themselves within the Business Profile section of their account. (Alternatively you have access to do this for them).

However, it might be that:

• The business stops being a levy-payer. In this case, you will need to change their subscription by uploading a new CSV with ‘IsMember’ is 0. This will then transition the account to a paid subscription.
• The business moves outside the Service Area. If so, the business will have difficulty changing their address. You will need to add the new address postcode to the Service Area if you decide they can still be part of the hub.

3. The business closes down

In an ideal world the account owner should log in and close their business account. However, this isn’t always going to be the case.

An Admin may need to ‘hard delete’ the business from the hub. This will remove the business’ information from the app and the hub, prevent the owners from logging in and stop any future subscriptions or payments. Please note that deleting an account cannot be reversed, so it’s advisable to review the account carefully in advance.

To delete a business, find the business in Users > Business. Click on the bin icon and you will be asked if you are sure you wish to continue. Click ‘Ok’ and the business will be deleted and removed from the list of businesses.

4. A new business opens

Let’s say a new business opens up in town. If you’re using Solomon, you’ll probably want to add this business to your CRM and then import this into Loqiva in the usual way. Then both databases will stay synched.

However, if you’ve uploaded your businesses with a CSV file, you might wish to use the ‘Add Business’ button which can be found at the top of the page in Users > Business. Simply click on ‘Add Business’ and you’ll be shown a form to fill in for the new business.

Once complete, submit the form and the business will be shown in your list of businesses. You can then invite them to join the hub by sending an invite in the usual way.

NB: What you need to remember is that, if you wish to use the CSV upload feature again in future, you’ll need to download the latest version of the CSV from Settings > Subscription Model. This will contain the new business or new businesses you’ve added since you last updated your CSV. If you don’t do this, you are in danger of creating errors in your business data or experiencing multiple exceptions. Please ask support from Loqiva if you have any questions about this.