Iziago enables 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.
Adding third parties by importing a text file with separator
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 (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.
Perform one of the following actions to display the Import third parties screen:
Select the Third-party database > Application > Third parties menu. In the Third parties screen, click on + Import third parties.
Select the Third-party database > Application > Importation history menu. In the Importation history screen, click on Import third parties.
Click in the File to import field and select the file you wish to import. New fields are displayed.
In the Format name field, you can:
Select the importation format to be used. To modify the format, refer to Edit importation format.
Enter the name of the format if this is your first importation format.
In the File format parameters section, indicate:
If your file contains a header.
The used field delimiter.
If your file contains a text qualifier. Otherwise, select Other.
The group of third parties to which the imported third parties will belong.
The type of the imported third parties.
Click on View before import.
In the File structure section:
Select the fields of Iziago that correspond to the columns of your file.
Arrange the lines so that they match the order of the columns of your file:
Click on to delete a line.
Click on to add a line.
Drag and drop the icon to arrange the lines in the order of your choice.
Click on Import. The importation format is automatically saved. Once the importation completed, Iziago displays a report detailing the number of third parties imported successfully, unsuccessfully or ignored. You can export the report in PDF format by clicking on .
Example: Here is the content of .csv file used to import 2 third parties:
Here are the settings used to import this .csv file.
Click to enlarge
Managing importation formats
What are importation formats?
An importation format is a set of importation settings (field delimiter, text qualifier, file structure, 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.
Prerequisite: To create, edit or delete an importation format, you must have a file with a separator containing third parties to import into Iziago.
Perform one of the following actions to display the Import third parties screen:
Select the Third-party database > Application > Third parties menu. In the Third parties screen, click on + Import third parties.
Select the Third-party database > Application > Importation history menu. In the Importation history screen, click on Import third parties.
Click in the File to import field and select the file you wish to import. New fields are displayed.
In the Format field, click on + New. The Add new format screen is displayed.
Define the format settings of your file:
Format name
Use the checkbox to indicate if the text file with separator contains headers.
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.
Group of third parties: Specify the group to which the imported third parties belong.
Type: Specify the type of the imported third parties.
Indicate the parameters of the file structure, that is the information contained in the text file with separator and in which order the information is presented. This enables the third-party information to be mapped into Iziago fields. Use the buttons in the Actions columns to add/remove lines in the table or change their order. Example: Click to enlarge
The Importation history screen is made of a search panel at the top of the screen, 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.
Select Third-party database > Application > Importation history.
Select the desired year and month in the search panel.
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).
If you wish, you may:
Export as PDF the information of a report. To do so, click on on the appropriate line.
Click on a line to display the report into the Importation report screen. Note: The Importation report screen is also automatically displayed after each importation.
to delete a line.
to add a line.
icon to arrange the lines in the order of your choice.
.
next to the Format field.
