Data import

Description

In the data import you can choose addresses .CSV- Or . TXT-Import files. The imported data can be the Address manager then added individually or collectively. You can also update existing addresses with newly imported data.

Before you import large amounts of data, you should do a complete Data Backup from DATAflor BUSINESS carry out. If necessary, carry out the import on a trial basis with three to four addresses before you import a large number. This makes it easier for you to check the result in the address manager and adjust the import file if necessary.

He is also happy to take on this service DATAflor Service for you. Write to us at service @dataflor.de.


Data preparation

In Microsoft Excel you can very easily check all data fields and also identify gaps in the recording. If necessary, add any missing address content, correct incorrect addresses and remove addresses that are no longer required from the table. Excel offers you numerous program functions for this purpose.

Ideally, use the same field names as in the Excel table BUSINESS (please refer Importable data). Additionally recognizes BUSINESS for the automatic field mapping further names.

The address fields for which no data is imported from the CSV file are automatically filled with the data from the Default are defined. For example, before importing addresses, you can define how display names and salutations are put together, thus saving you from having to rework the individual addresses. To address addresses with different defaults To import, prepare your address data in several tables, e.g. for

  • the setting of different target groups and / or demand status
  • the differentiation of addresses according to address type (person / company)
  • etc.

Importable data

The following address data can be imported:

FeldNote
Address designation
Title


- The data is entered in the fields of the same name on the tab Details > Address in the category Name adopted.
Title
First Name
Other Names
Name
name suffix
Feature
Addresses
Business address








- In BUSINESS three addresses can be stored for each address. The data is entered in the fields of the same name on the tab Details > Address in the category Address adopted.

- The address marked as the postal address will be used for printouts (e.g. letter, offer, invoice) to this address. Before importing the CSV file, select in the Defaultwhich of the three addresses is automatically marked as the postal address for all imported addresses.
Street / P.O. Box (business)
Postcode (business)
Location (business)
Region (business)
Country (business)
Private address
Street / P.O. Box (private)
ZIP (private)
Place (private)
Region (private)
Country (private)
Further address
Street / P.O. Box (others)
ZIP (more)
Location (more)
Region (other)
Country (other)
Communication data
Business phone











The data is entered in the fields of the same name on the tab Details > Address in the categories Phone and Internet adopted.
Phone 2 (business)
Fax (business)
Smartphone
Switchboard company
Callback number
car phone
Phone Number
Telephone 2 (private)
Fax (private)
Phone (others)
Telephone 2 (more)
Fax (more)
ISDN number
Primary phone number
Radiotelephone
Homepage (business)
Homepage (private)
Homepage (more)
Website
Email 1
Email 2
Email 3
IM address
Further information
AssistentThe data is in the field of the same name on the tab Details > Address in the category Professional details adopted.
Bank
Name of bank details
The data is used on the tab Details > Banks created a bank account.
BIC
IBAN
Accounts receivable data


Customer no.
- The data is in the field of the same name on the tab Details > Clients adopted.
- In addition, the address is automatically the property Clients assigned.
- Before importing, make sure that the customer numbers in the CSV file correspond to the number of digits in the Financial management is defined for the personal account length.
Sales tax ID (customer)The data is in the field VAT Reg. on the tab Details > Clients in the category Masterdata Managment adopted.
Terms of payment Address Designation

- There is no corresponding one in the company data Terms of payment it is created automatically. They are created in the order and then displayed in the selection lists in which they are used for the first time in the CSV file. If necessary, influence this order by sorting the data records in the Excel table before import.

- In addition, the payment terms of the address are shown on the tab Details > Address assigned as a default setting for printing quotations / invoices.

- If the CSV file does not contain any designations for the terms of payment, they are generated automatically, e.g. 10 days 3%, 18 days 2,5%, 30 days net.
Terms of payment address discount 1 days
Terms of payment address discount 1 percent
Terms of payment address discount 2 days
Terms of payment address discount 2 percent
Payment terms address value days
Terms of payment Address payment term
Accounts payable data


Vendor no.
- The number is in the field of the same name on the tab Details > Contractor / supplier adopted.
- In addition, the address is automatically the property contractor assigned.
- Before importing, make sure that the vendor numbers in the CSV file correspond to the number of digits in the Financial management is defined for the personal account length.
customer numberThe number is in the field of the same name on the tab Details > Contractor / supplier adopted.
Sales tax ID (vendor)The data is in the field VAT Reg. on the tab Details > Contractor / supplier in the category Masterdata Managment adopted.
Terms of payment Vendor name


- There is no corresponding one in the company data Terms of payment it is created automatically. They are created in the order and then displayed in the selection lists in which they are used for the first time in the CSV file. If necessary, influence this order by sorting the data records in the Excel table before import.
- In addition, the payment terms of the address are shown on the tab Details > Contractor / supplier assigned as a default for incoming invoices.
- If the CSV file does not contain any designations for the terms of payment, they are generated automatically, e.g. 10 days 3%, 18 days 2,5%, 30 days net.
- The terms of payment for vendors are only imported in connection with the import of the vendor number
Terms of payment creditor discount 1 days
Terms of payment creditor discount 1 percent
Terms of payment creditor discount 2 days
Terms of payment creditor discount 2 percent
Terms of payment vendor value days
Terms of payment Vendor payment term
Technical information
Data record idTo revise several addresses at the same time, you can export addresses including the internal data record number. When importing the revised addresses, this data record ID can then be used to uniquely assign the addresses. You will find a detailed description of the procedure here.

Application

Start the address import by clicking on in the menu Addresses.


The address import is started. click on to select a file.


The Windows file selection dialog opens. Select the desired file and confirm with [To open].


The imported data is displayed.

  • In the right section of the screen, enter the Address origin at. You can choose this from the selection list or enter it freely. This field is a required field.
  • Date and comment can be given as required.
  • You can also save the addresses as selection to save.
  • You can assign one or more identifiers to an address, which will help you to call up various information on suppliers or customers as quickly as possible and individually. Before importing, divide your addresses into appropriate groups and make a selection for each import. You can then use these selections in the Multiple machining Assign the corresponding ID or several IDs in one step to all addresses in a group.
  • During the Multiple machining Further functions are also available to enter address data such as target group, demand status and region, information on data protection, etc. for a selection of addresses.



On the next tab you arrange the Split of the imported data to the fields in the address manager.

  • To do this, click in the table on the column header under which, for example, the first names are listed. The column is highlighted in green. Then click on the entry in the column selection .
  • Alternatively, you can also assign the columns using drag & drop by selecting the field entry from the tab Column Drag to the corresponding column header in the table.
  • Do the same with all columns that you want to import and that are not automatically assigned.



click on to check in the next step whether the addresses already exist in the database. It will be the addresses first with duplicates displayed.

  • The preset duplicate check checks for duplications in the name fields and the zip code. You can find these and other test options in the menu in the group duplicate check. By clicking on the respective option, this is also checked. Another click deselects the exam.
  • Columns with show the newly imported addresses. at the beginning of the column shows that the address is already in the address manager.
  • Process the imported addresses by going to the menu in the group Edit selection the function Add or discard choose.



If there are addresses without duplicates in your import batch, this will be indicated to you after the duplicates have been stored. Select in the menu Addresses without duplicates and work off the stack. You can also work through the batches in different order.


Features

Data info Displays information about the imported file such as file name, storage location and data origin.
discard Discards the marked addresses and thus removes them from the import batch. These addresses are therefore not included in your address management.
Add Adds the marked addresses to the address management. These addresses are then available to you in BUSINESS is available for storage, management and analysis.
Update Updates the selected addresses in the address management with the information from the imported duplicates. The existing information is completely overwritten with the new data from the import.
Select All Selects all displayed addresses for editing.
Discard all Discards all displayed addresses and thus removes them from the import batch.
Delete batch Deletes the entire import batch and thus all imported data. This affects all data in all views. The current import is thus completed and released for a new import.

Further steps