Import my business partners in Sengerio

To access the list of your business partners, click on the Road or Calculator icon in the main menu, and then on Business partners.

Click on Import from Excel in the menu of the business partners list to import them directly from an Excel file, without having to create one at a time.

Click on the button in the center of the screen to select the file and load the data (or drag it directly on the page).
It is necessary to create a different file for each type of business partner among Customer, Supplier and 'Customer - Supplier'. Once the file is uploaded, select the corresponding entries and associate your file columns with the Sengerio ones.

From the Excel file, the data is read starting from the second row (the first row is usually used for headlines) up to a maximum of 100 at a time.

Important aspects to check in order for the import to be successful: 
1. The format of the individual cells in the file to be imported must be set to "text". 
2. If you also need to import phone numbers, you must use the international format, e.g. +44 334 6625547. 
3. The Country Code column must contain the unique two-character country code. For example, to enter the country United Kingdom, you must enter the code GB. From the Country Code in the Business Partner form, the full country name will be shown.

When the file has been loaded and the grid lines filled, you have the opportunity to see a preview of what is created. 
Make any changes you deem necessary and verify that the data are correct. If the text of a field is in red it may be because of an error in the formats, or because the data must be selected from a drop-down menu; in the second case the data entered via import will serve as a hint, click on it and select the correct value from those in the list.
To finish creating the new data, click on the save button.

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Sengerio SUPPORT | 2023