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

Column A of the Excel spreadsheet (Search Key) is in the first place, ergo the corresponding format field is given the Start No. 1. Consequently, the format field for Column B receives the Start No. 2 etc.
The order (SeqNo) of the format fields is therefore irrelevant.

Note: metasfresh does not expect any column names in the import file. Simply the position of the column must correspond to the start number.
The Name of the format field may be chosen freely and does not have to coincide with the column name in the import file.
The Column of the format field specifies where metasfresh shall transfer the content of the column from the import file.
The Data Type specifies whether the type of the import data is, e.g., a String or a Number.

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 search key (unique alphanumeric string)
X	Company Name	Import Inc.	Company name
X	Name	Bob Ross	Partner name (for individuals)
(X)	• First Name • Last 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 & 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

Import business partner data.

View source file on GitHub.com