Import third parties

Iziago allows you to add third parties either by entering their information in the pages or by importing their information from a text file with separator. This section explains how to add several third parties at the same time using a text file with separator and manage importation formats. If you wish to add a third party entering its information in the pages, refer to the Add a third party procedure.

Add third parties by importing a text file with separator


Prerequisites:

  • Refer to Rights. Learn how to set user rights.
  • A text file with separator must contain the information of the third parties to be imported in Iziago. The file must contain at least the name and the country of residence (i.e. its code) of each third party. Make sure there is one third party per line in the file and the file has no empty line.

Access in Iziago:

  • Third-party database > Application > Importation history
  • Third-party database > Application > Third parties
  1. Perform one of the following actions to display the Import third parties page:
  • Select the Third-party database > Application > Importation history menu. In the Importation history page, click on the Import third parties button.
  • Select the Third-party database > Application > Third parties menu. In the Third parties page, click on the Import button.
  1. Third-party importation requires parameters to be set. In order to set these parameters, you may use an importation format or not:
  1. In the Format drop-down list, select the importation format to be used. The fields of the File format parameters and Field mapping sections are then automatically set as in the importation format that you have selected.
    Note: To create a new importation format, refer to the Add a new importation format procedure.
  2. Check these fields to be sure that you selected the appropriate importation format for your text file (these fields cannot be modified).
  3. Check the fields of the Set common data section; they are automatically set as in the selected importation format. If some imported third parties have no group or no type defined in the text file with separator, these fields allow you to determine in which group(s) they must be added and what must be their type. If you wish, modify these fields.
  • Not using any importation format:
  1. Leave the Format drop-down list empty.
  2. Define the fields of the File format parameters and Field mapping sections. If you need information regarding these fields, refer to the Add a new importation format procedure.
  3. Define the fields of the Set common data section. If some imported third parties have no group or no type defined in the text file with separator, these fields allow you to determine in which group(s) they must be added and what must be their type.
  1. Preview the importation result in the section Field mapping.
  2. Click on the Import button. The text file is analyzed. Then the Importation report page is displayed.
    Note: If you did not use any importation format, when you click on the Import button, Iziago offers you to save your settings as an importation format.

Example: Here is the content of .csv file used to import 2 third parties:


 
Here are the settings used to import this .csv file.

Manage importation formats


What are importation formats?


An importation format is a set of importation settings (field delimiter, text qualifier, field mapping settings, etc.) Using an importation format makes you save time when importing third parties. As a good practice, we advise you to save frequently used settings as importation formats.


Add a new importation format


Prerequisite: Refer to Rights. Learn how to set user rights.

Access in Iziago: Third-party database > Application > Importation history
  1. In the Importation history page, click on the Import third parties button. The Import third parties page is displayed.
  2. Click on the + New button next to the Format drop-down list. The Add new format page is displayed.
  3. Define the importation settings:
  • Format name
  • Field delimiter: indicate which character determines the end of a field and the beginning of the next one
  • Text qualifier: if each field is surrounded by a character to be ignored during the importation, indicate what is this character.
    Example: in order to import correctly the following third party, the double quote must be defined as text qualifier.
  • Use the check box to indicate if the text file with separator contains headers
  • Indicate field mapping settings i.e. what is the information contained in the text file with separator and in which order the information is presented; this allows the third-party information to be mapped into Iziago third-party fields. Use the buttons in the Actions columns to add/remove lines in the table or change their order.

Example:


 

  1. In the Default data section, the group and the type of the third parties must be entered only if they are not in the mapped data. Otherwise, the fields are disabled. Indeed, these fields are used to determine the group and type of the imported third parties when this information is not provided by the file.
  2. Click on the Save button.

Edit importation format


Prerequisite: Refer to Rights. Learn how to set user rights.

Access in Iziago: Third-party database > Application > Importation history
  1. In the Importation history page, click on the Import third parties button. The Import third parties page is displayed.
  2. In the Format drop-down list, select the format to be modified. Then click on next to the field.
  3. In the Edit format page, modify the data as you wish. For information concerning each field and section, refer to the Add a new importation format procedure.
  4. Click on the Save button.

Delete importation format

Prerequisite: Refer to Rights. Learn how to set user rights.

Access in Iziago: Third-party database > Application > Importation history
  1. In the Importation history page, click on the Import third parties button. The Import third parties page is displayed.
  2. In the Format drop-down list, select the format to be deleted.
  3. Perform one of the following actions:
  • click on next to the Format drop-down list.
  • click on next to the Format drop-down list to display the details of the format. (For information concerning each field and section, refer to the Add a new importation format procedure). In the Edit format page, click on the Delete button.
  1. In the Delete importation format window, click on the Delete button.

Display importation reports

Prerequisite: Refer to Rights. Learn how to set user rights.

Access in Iziago: Third-party database > Application > Importation history

The Importation history page is made of a search panel at the top of the page, and a result table which is displayed only if there exists at least one report which corresponds to the search criteria; otherwise, the message “No existing report” is displayed.

  1. Select the desired year and month in the search panel.
  2. In the result table, you can see the following information regarding the listed reports: importation date, user that imported the file, file name, number of third parties contained in the file, importation duration, number of third parties successfully imported, number of third parties whose importation has failed, and number of ignored lines (empty lines for example are ignored).
  3. If you wish, you may:
  • Export as pdf the information of a report. To do so, click on the PDF icon on the appropriate line.
  • Click on a line to display the report into the Importation report page.
    Tip: In the Importation report page, you can switch quickly from a report to another one. by using the Report drop-down list or by clicking on the buttons.
    Note: The Importation report page is also automatically displayed after each importation.