DSO Prospect Account Matching

Daily Use

If this is the first time you use this script, please go to the bottom of this page to do the environment set up first

US DSO customer

Step 1:

Rename the input Excel file to 'Import DSO.xlsx'\
```
Import DSO.xlsx
```
There is a chance that customer sends csv file, please make sure the you change it into '.xlsx'.\ It is also possible that multiple sheets are in 1 excel file, please only leave 1 sheet that have customer info and delete others. Thank you!
Step 2:

make sure you change the input file header. Here is the example
```
https://stgcs.sharepoint.com/sites/US01_P_NAMDA/Shared%20Documents/Forms/AllItems.aspx?id=%2Fsites%2FUS01%5FP%5FNAMDA%2FShared%20Documents%2FDSO%20prospect%20check%2FTemplate&viewid=2aab679b%2De916%2D4a18%2D9229%2D7d6e45206e57
```
copy the input Excel file under the folder 'DSO matching','DSO_prospect_account_matching'\ Please make sure rename the new input excel file as 'Import DSO.xlsx' everytime you use this script!

Step 3:

Open 'Command Prompt', copy paste & enter

cd OneDrive - STG-Business\Desktop\DSO Matching\DSO_prospect_account_matching
git pull
python run_dso_prospect_us.py

Or if your path is 'OneDrive - Straumann Group', please use

cd OneDrive - Straumann Group\Desktop\DSO Matching\DSO_prospect_account_matching
git pull
python run_dso_prospect_us.py

Note - \ Please note if the folder name is changed, you have to change the command as well.\ For example, if the folder 'DSO Matching' has be changed to 'Account Matching', the first command will be\ cd Desktop\Account Matching\DSO_prospect_account_matching
Note2 -\ If you see any 'warnings' when you are processing the python file it is 100% normal.

Canada DSO customer

Step 1:\ Rename the input Excel file to 'Import DSO Canada.xlsx'
```
Import DSO Canada.xlsx
```
copy the input Excel file under the folder 'DSO matching','DSO_prospect_account_matching'\ Please make sure rename the new input excel file as 'Import DSO Canada.xlsx' everytime you use this script!

Step 2:\ Open 'Command Prompt', copy paste & enter

cd OneDrive - STG-Business\Desktop\DSO Matching\DSO_prospect_account_matching
git pull
python run_dso_prospect_ca.py

Note - \ Please note if the folder name is changed, you have to change the command as well.\ For example, if the folder 'DSO Matching' has be changed to 'Account Matching', the first command will be\ cd Desktop\Account Matching\DSO_prospect_account_matching

Environment Set-up

Prerequisite - install Python and Git

Copy the following link for Python and Git installer

https://stgcs.sharepoint.com/:f:/r/sites/US01_P_NAMDA/Shared%20Documents/DSO%20prospect%20check/Installer/python%26git?csf=1&web=1&e=IOfDcr

Open 'Command Prompt' and follow the instruction\ command

Step 1:\ Open Command prompt and choose the location you want to save the auto process.\ For example, if you want save the file in the 'DSO Matching' under 'Desktop', you can type
```
cd OneDrive - STG-Business\Desktop\DSO Matching
```

Step 2:\ clone the repo to your local, please copy and paste the following command in your command line

git clone https://github.com/Zili125935/DSO_prospect_account_matching.git
cd DSO_prospect_account_matching
pip install -r requirements.txt

*Remember to click 'enter'

Step 3:\ Rename the input excel file to 'Import DSO.xlsx' \ copy the input excel file under folder 'DSO_prospect_account_matching'

Note -\ Please make sure you change the input file header. Here is the example

https://stgcs.sharepoint.com/sites/US01_P_NAMDA/Shared%20Documents/Forms/AllItems.aspx?id=%2Fsites%2FUS01%5FP%5FNAMDA%2FShared%20Documents%2FDSO%20prospect%20check%2FTemplate&viewid=2aab679b%2De916%2D4a18%2D9229%2D7d6e45206e57

Step 4:\ Go back to Command, copy & paste the following command to run the script
```
python run_dso_prospect_us.py
```

Zili125935 / DSO_prospect_account_matching

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