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How do I import business partner data?

Requirements

Make sure to comply with all requirements for the data import in metasfresh. Here you can find a format example for importing business partner data.

Note: For importing business partner data, you require an import format that is configured with the database table Import Business Partner.

Steps

  1. Open “Data Import” from the menu.
  2. Add a new data import entry for business partner data.

    Note: After adding the data import entry, you can reuse it at any time in the future for further data imports of this kind.

  3. Select the Import Format you have previously created for the business partner data import.
  4. Upload your import file containing the business partner data.
  5. Start the action “Import attachment”. A new window opens up.
  6. In the field Attachment entry select the uploaded import file.
  7. Click “Start” to import the business partner data and close the window.

Review Business Partner Data

  1. Open “Import Business Partner” from the menu. Here you will find all imported business partner entries.
  2. Open the entry of the business partner whose data you want to review and correct, if necessary.

Manual Business Partner Data Import

  1. Start the action “Import Business Partners”. A new window opens up.
  2. Click “Start” to import the business partner data and close the window.
  3. You will find the imported business partner data under “Business Partner” in the menu.

Example


Zur Quelldatei auf github.com