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RS3 data for search

The customer search can filter on the RS3 enquiry state, the documentation site and the unit number only for customers whose RS3 data has been copied onto HubSpot, which until now happened only when a customer was opened or listed in a search. This page copies it for every customer not read yet and fills the unit numbers on the deals, reading RS3 once per customer (and once per site for the unit numbers).

Status

Fill RS3 data for customers not read yet

Reads RS3 for the customers never read yet (those with an email or an RS3 customer id), 5 customers per call and one call at a time, so RS3 and HubSpot are never asked for more at once. Pause stops after the current call; the place is remembered in this browser, so a closed tab carries on with Resume. Customers RS3 could not answer for stay "not read yet": Start from zero tries only those (and any new ones) again. Run it in one browser tab at a time.

Fill unit numbers for every site

For every site of the portal, reads the site's units from RS3 once and writes the RS3 unit number on every HubSpot deal that carries one of the site's units but not its number, so a Unit Number search without a site finds them. Deals already right are left alone, so running it again is harmless. Sites outside the portal's site list are not filled.