Importing additional partner addresses
Partner master and every address (invoicing, postal, etc.) belonging to a particular partner can be uploaded to your database very quickly. The data import feature makes your work easier and saves you plenty of time.
To use the Excel importer, it is important to have a spreadsheet program meeting system requirements available. It can be Microsoft Office 2003+ or Access Database Engine 2010 Redistributable (a free download from the Microsoft website).
Before installation, PERFORM A BACKUP on your live data. According to the settings, the data importer will overwrite the current product master.
Do you have data that you do not wish to import? It is advised to delete these columns from the spreadsheet. If you import to update or modify the current product master (i.e., not to a blank database), pay special attention to the blank columns of the Excel spreadsheet. A blank field can cause exisitng data to be overwritten.
The spreadsheet to import must contain the headers of compulsory fields. It can also have additional columns in any order.
Green data blocks are imported if they are written in the spreadsheet in a given sequence. For example: data of address datasheets on the Address tab of the Partners datasheet.
Do you wish to enter multiple addresses? Green data blocks can be present in the spreadsheet more than once.
| Excel spreadsheet field | Partner datasheet field | Value validation |
| Partner name | Name | Text, 80 characters max. Required field. It can be set as an identification field during import. |
| Partner code | Partner code | Optionally required field. (If selected as an identification field during import) |
| Additional address category | Postal address/Delivery to /Invoicing address /E-invoice address check boxes on the Addresses tab of the Partner datasheet | Postal/Delivery to/E-invoice. At least one of these values is required. If an address is classified in multiple categories, the / (backslash) sign should be used to separate type descriptions. |
| Additional ZIP code | Addresses tab/ZIP code | Required field. Text, 20 characters max. |
| Additional city | Addresses tab/City | Required field. Text, 80 characters max. |
| Additional public premise | Addresses tab/Public premises | Required field. Text, 80 characters max. |
| Additional house number | Addresses tab/Building | Text, 10 characters max. |
| Additional building | Addresses tab/Floor | Text, 10 characters max. |
| Additional staircase | Addresses tab/Staircase | Text, 10 characters max. |
| Additional floor | Addresses tab/Floor | Text, 10 characters max. |
| Additional door | Addresses tab/Door | Text, 10 characters max. |
| Additional public premise type | Addresses tab/Public premise type | It can be an item of the General/Public premise type master. For example: Way. |
| Additional country | Addresses tab/Country | It can be an item of the General/Country master. For example: Hungary. |
| Additional assistant | Addresses tab/Assistant | Text, 30 characters max. |
| Additional assistant’s phone | Article number | Text, 20 characters max. |
| Additional assistant’s fax | Maximum quantity | Text, 20 characters max. |
| Additional assistant’s email | Minimal quantity | Text, 80 characters max. |
Sample spreadsheet:
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Sample spreadsheet for importing additional partner addresses » |
