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config.yaml
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68 lines (56 loc) · 2.49 KB
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# NF-SF Member Comparison Tool Configuration
# ============================================
#
# SETUP INSTRUCTIONS:
# 1. Copy this file to config.yaml in the same directory:
# cp config.example.yaml config.yaml
#
# 2. Update base_dir to point to your repository location
#
# 3. Optionally update account_lookup paths if you need Account Name
# resolution (leave empty to skip)
#
# PLACEHOLDERS:
# - {base_dir} - Replaced with the base_dir value below
# - {Month} - Replaced with Title Case month (e.g., "December")
# - {month} - Replaced with lowercase month (e.g., "december")
# - {Year} - Replaced with 4-digit year (e.g., "2025")
# Base directory - UPDATE THIS to your repository location
base_dir: "/Users/tigistawoke/Documents/ACC/comparison226/nf-sf-member-comparison"
# Input file paths (use placeholders for month/year)
input:
# Salesforce Member Master CSV
# Example: SF-Member-Master-December-2025.csv
sf_master: "{base_dir}/data/input/SF-Member-Master-{Month}-{Year}.csv"
# NetForum Member Master Excel file
# Example: nf-member-master-from-sharepoint-filtered-for-december-mbr-expire.xlsx
nf_master: "{base_dir}/data/input/nf-member-master-from-sharepoint-filtered-for-{month}-mbr-expire.xlsx"
# NetForum Individual Keys file
# Example: NF-December-Ind-Keys.csv
nf_keys: "{base_dir}/data/input/NF-{Month}-Ind-Keys.csv"
# Product mapping file (NF products to SF products)
products_map: "{base_dir}/data/mappings/ProductsMap.csv"
# Output directory for reports and update CSVs
output:
directory: "{base_dir}/data/output"
# Exclusions directory - contacts intentionally modified in SF
# Each CSV file should be named after the field (e.g., Email.csv, Title.csv)
# and contain a 'ContactId' column
exclusions:
directory: "{base_dir}/data/exclusions"
# Account lookup files (for Account Name mismatch resolution)
# These files help include SF Account IDs in Account mismatch CSVs
account_lookup:
# NetForum accounts lookup (contains Account Name, Legacy Account ID)
nf_accounts: "{base_dir}/data/lookups/NF-Accounts-Lookup.csv"
# Salesforce accounts lookup (contains Id, FS_Legacy_Account_ID__c)
sf_accounts_export: "{base_dir}/data/lookups/SF-Accounts-Lookup.csv"
# Processing options
options:
# Default year when --year is not specified
default_year: "2025"
# Row number where headers start in NF Excel file (0-indexed)
# Default is 2 (headers on row 3 in Excel)
excel_header_row: 2
# Maximum rows per Excel sheet before splitting
max_rows_per_sheet: 10000