Primmo-SOFI Convention

The list of types of occupants of the residence must be equal to the SOFI list of accommodation types. Only the text of the French description must correspond exactly between the two systems.
The rules for establishing a resident's accommodation type are as follows, in order of priority:
1. Type of occupant specified for the resident in Primmo
2. Type of accommodation already associated with the resident's record in SOFI
3. Default accommodation type associated with the room in SOFI
4. Default hosting type associated with the unit in SOFI
5. First type of hosting in the SOFI Dictionary

Requisite (R) or Optional (O)	Convention accuracy
Name	R	We recommend using the maiden name for female residents
First name	R
Sex	R	Primmo's “Other” choice is not supported.
Date of Birth	R
Language	R	Fr, En ou Au
Type of occupant	O	Type of hosting in SOFI (description Fr)

Field	Required (R) or Optional (O)	Convention Preference
Name	R	We recommend using maiden name for female residents
First name	R
Sex	R
Date of birth	R
Language	R	Fr, En ou Au
Date of possession (=date of entry)	R	Date of entry into SOFI
NAM	R	The format AAAA99999999 must be respected. If the resident does not have a NAM, then use the format first 3 letters of last name, first letter of first name, two-character year, two-character month, two-character day + 00. (The idea here is to avoid duplication while waiting for the resident's NAM
Expiration NAM	O
Unit	R	The unit number must match the SOFI room number exactly, uniquely (no duplicates) in the context of the current residence.
		→ We recommend eliminating room suffixes (example: A and B) in SOFI.
		→ If a residence has several times the same room number, then make their number unique.
Type of occupant	O Type of accommodation in SOFI (description Fr)

Note : The search for residents (and prospects) is done by the exact correspondence of the following fields between the two systems, based on the following order of priority:
1. External ID (available after the first match)
2. NAM
3. Surname, First Name, Gender and Date of Birth

The price in Primmo must correspond to the monthly price of the service (regardless of the number of occurrences). The unit price in SAC is Unit price = daily price/fr. The unit price for other types of service is calculated as follows: Unit price = price/(daily fr*fr hebo *4)
Service codes must be coded in a 6-character (0-9) digit that follows the following conventions :

#1 (left)	#2	#3	#4	#5	#6 (right)
Service type				Note : The following rules do not apply for services of the type “Service on lease”.
200X to 219X = Service à la carte (SAC)
100X to 116X = Service à la carte au bail
117X to 119X = Service à la bail
				Daily frequency (FrQ)
				Weekly frequency (FrH)
				Duration (D)
Note : All other combinations are not synchronized with SOFI.				Duration (D)
				X0: FrQ=X, FrH=7 (service X times a day)
				X1: FrQ=null, FrH=null (fee-for-service)
				X5: FrQ=1, FrH=X (service X times a week)
				X9: FrQ=1, FrH=null (fixed-date service)

				23 : D=15 min (service billed by duration)
				53 : D=30 min (service billed by duration)
				73 : D=45 min (service billed by duration)
				83 : D=60 min (service billed by duration)

				Note: All other combinations are not synchronized with SOFI.

To identify to the Primmo connector which buildings are to be synchronized with SOFI, the word “SOFI” must be entered in the “Class” field of the general buildings tab in Primmo.