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Format example for importing business partner data

Overview

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

The example below compares the data content of a file from a spreadsheet software (here, e.g., an Excel file prior to its conversion to a CSV or TXT file) with the import format for business partner data:

Explanatory Notes to the Example

Some useful notes

The mandatory fields are essential for a successful data import!

Mandatory Field Field Name Example Note
X Search Key I_BP_001 Business partner number (unique alphanumeric string)
X Name • Import Inc.
• Business Partner
Company name or partner name (for individuals)
(X) Contact Name John Smith This information is only required in connection with contacts to be imported.
(X) ISO Country Code DE DE = Germany (Ger.: Deutschland)
Two-letter country code (in acc. with ISO 3166-1 alpha-2).
This information is only required in connection with addresses to be imported.
(You can look up the ISO country code under “Country, Region” in the menu.)
X Group Value • Standard
• 1000001
Search Key of the business partner group.
Attention: Not the name!
First add the business partner group and then use the search key here.
(You can look up the search key in the respective entry under “Business Partner Group” in the menu.)
  Region • NRW
• AZ
NRW = North Rhine-Westphalia
AZ = Arizona
(You can look up the acronym (Name) of a region under the record tab “Region” of the respective country entry under “Country, Region” in the menu.)
  OrgValue metasfresh AG Search Key of the organization.
Attention: Not the name!
(You can look up the search key under “Organization” in the menu.)
  Location Data • Street & House No.
• ZIP
• City
• Region
• ISO Country Code
For location data to be imported, at least City and ISO Country Code must be provided.

Location data, such as Street & House No., ZIP or Region, will not be imported unless both City and ISO Country Code are provided.
  Global Location Number (GLN) 1234567890128 In order to import a GLN, both City and ISO Country Code are required.
  Web address (URL) https://metasfresh.com/ For a URL to work after import, make sure it begins with the Internet protocol acronym (e.g., https://).

Next Steps


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