Add a third party

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 a third party entering its information in the pages. If you wish to add third parties using a text file with separator, refer to the Import third parties from a text file with separator procedure.

Adding a third-party consists of:

  1. Entering the information of the third party
  2. Creating the third party’s accounts


Entering the information of the third party


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

Access in Iziago: Third-party database > Application > Third parties


The Third parties screen displays all the existing third parties currently defined in the database and that you are allowed to display.

  1. Click on the New button at the top of the screen. The Add new third party screen is displayed.
  2. In the General section:
    1. Select the group(s) in which the third party must be added (mandatory). Assigning a third party to a group will allow you to find it easily later on, in the Payment module for example. You can assign a third party to a group only if you have the right to use this group; groups that you have not the right to use are not displayed.
      Tip: if the desired group is not created yet and you have the appropriate rights, you may create it.
    2. Select the third-party type: Company or Person (mandatory).
    3. Enter the third party’s first name and surname (mandatory).
    4. Select the third party’s country of residence in the drop-down list (mandatory).
    5. Enter any necessary additional optional fields, such as the address for example. By default 3 address lines are displayed, but you can add some more by clicking on the + button next to the address line.
  1. Expand the other sections and enter any necessary optional fields.
    Reminder: Click on the Show or Hide buttons at the right hand corner of a section to expand or collapse it.
  2. Click on the Save button. The Edit third-party screen is displayed. It displays a recap of the third-party information that you entered. It also allows you to:

Create the third party’s accounts

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

  1. Follow one of the following procedures to display the desired third-party datasheet:
  1. Click on the New account button at the bottom of the screen. The account creation screen is displayed.
  2. In the General and Bank sections, define the following mandatory fields: Account number and Country.
    Note: If FR-France is selected in the Country field, “IBAN” must be selected in the Account number type.
  3. Expand the other sections and enter any necessary optional fields.
    Reminder: Click on the Show or Hide buttons at the right hand corner of a section to expand or collapse it.
  4. Click on the Save button. A recap of the third party’s account information that you entered is displayed.
  5. If you wish, you can create another account for the third-party from here by clicking on the New button at the top of the screen.