5.03. Import Business Partners

1. Import Structure

System Admin -> Data -> Data Import -> Import Loader Format
You can create a new structure (personalized name) by copying the lines of the standard structure which can then be customised.
This customization is done by eliminating (delete) and re-ordering the fields in the structure (Field Format), changing the structure of the data type fields, etc. Note: The Start Number field will always determine the import order of the fields in the file to be imported.
If you want to customise a new structure then you can also change the supported file format. For example: from "Comma Separated" (csv) to "TAB Separated (TAB Delimited).

2. Import File - mapped on the standard "Import BPartner - SocrateOpen" import structure

Note: The red fields are mandatory and must have already been defined in the system (the exact name must be filled in - we recommend you use copy & paste), the blue fields are also mandatory but do not need to be pre-defined, and the green ones are optional but need to have already been defined in the system if they are to be used in the import.

Note: After populating the file, eliminate the table header (the description of the fields) and, if using .xls type files, do not forget to save them (using Save As) in the format required by the structure (csv, tab, etc.).

Note: In the import structure was added the "Language name" column. In this column will be specified the language of the business partner (this language must be available in the system).

- If this column is not completed, the Business partner will be defined with the language set at the Tenant level in the Tenant -> Tenant info window.
- The possibility of automatically completing the language of a business partner by specifying it by means of a tenant model set at the tenant level is no longer available.

Note: Starting with v17.07, the order of completing the information in the Pricing List and Discount Schemes fields in the Client Tab and Purchase Price List and FF Discount Scheme in the Supplier tab was changed. The order of completing the data is:

1. from the loaded import file (if completed in the import file)
2. from the business partner group in which the imported business partner will be placed (if not filled in the import file)

Business Partner Import Example in SocrateCloud

Open Business Partner Import Example

3. Temporary Import (ImportFileLoader)

System Admin -> Data -> Data Import -> Import File Loader.
Select the file constructed at step 2 and the import format from step 1.
- Press the Process button.

4. Actual Import from Temporary Table

System Admin -> Data -> Data Import -> Import Business Partner & Contacts.You can click on the Import BP SocrateOpen button from any line.
Process parameters:
- Delete old imported records - it erases the records with the Imported checkbox;
- All records - it will import all the records that do not have the Imported checkbox selected.
The lines that were impossible to import will not have the Imported checkbox and the Import Error Message field will be filled with the corresponding error message.

Note: The "Import Business Partners & Contacts" table is strictly used for import; to update Business Partners already imported, the "I_BPartner_Import Business Partners" table is used (which must be set to the import structure create for that purpose).

From any detail inserted in the "Import Business Partner" temporary table, the "Import Business Partner" button must be triggered (to actually import).

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