Import accounts
Dependencies
- Import users
- Other accounts: Parent and Supplier
XLSX Template (file needs to be saved as a tab-separated TXT file to import)
Explanation of columns
| Name of column | Unique | Default value | Max characters | Explanation | Dependencies |
|---|---|---|---|---|---|
| Account ID | X | Unique ID. Not needed in template. Generated automatically. | |||
| Name | X | 150 | Unique name of the account. Example: ‘PlanMill Oy’ | ||
| Passive | Active | Default options: Active Inactive |
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| ResponsibleId | PlanMill system | Name of the account owner. Format: ‘Lastname, Firstname’ | Import users | ||
| Type | Customer | Type of the account. Default options: Analyst Competitor Customer Integrator Investor Partner Press Prospect Reseller Supplier Subcontractor My company My company - other Other |
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| VATId | 80 | VAT number | |||
| BusinessId | 80 | Example: ‘123456-0’ | |||
| TermsOfPayment | 7 days net | Terms of payment in days. Default options: Immediately 7 days net 14 days net 21 days net 28 days net 30 days net 45 days net 60 days net 90 days net 120 days net 180 days net |
Give as number (check that PlanMill instance has all given amounts in drop-down) | ||
| Fax | 80 | Example: ‘123456’ | |||
| Website | 80 | Example: ‘http://www.mycompany.com’ | |||
| 150 | Example: ‘account@domain.com’ | ||||
| ParentId | 150 | Example: ‘My parent company’ | Name should be previously defined in the list or created manually | ||
| Industry | Industry type | ||||
| ServiceLevel | No care agreement | Default options: No care agreement Silver Care Gold Care Platinum Care |
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| Description | Example: ‘Some text’ | ||||
| OperationalId | 255 | Usually other system Id Example: ‘123456’ | |||
| SortLetter | |||||
| RequestMailAutoReply | No | Default options: Yes No |
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| InvoiceChannel | Default options: Manual handling Printing service E-invoice |
Check which types are used in PlanMill instance | |||
| InvoiceXSL | Finnish (EUR) | Default options: Finnish (EUR) English (EUR) Swedish (EUR) German (EUR) English (USD) English (CHF) German (CHF) English (CAD) English (GBP) English (SEK) English (SGD) English (ZAR) Swedish (SEK) English (BRL) |
The name of the xsl file should be given! (check instance names) | ||
| InvoiceVAT | 22.0 | Tax percentage for invoice | |||
| InvoiceNetOperator | Default options: Liaison Technologies Oy (003708599126) BasWare Oyj (BAWCFI22) Enfo Oyj (003714377140) Itella Information Logistics Oy (003710948874) Nordea (NDEAFIHH) OP-ryhmä (OKOYFIHH) Paikallisosuuspankit (HELSFIHH) Sampo Pankki Oyj (DABAFIHH) Svenska Handelsbanken AB (HANDFIHH) Handelsbanken (HANDFIHH) Tapiola Pankki (TAPIFI22) Ålandsbanken (AABAFI22) - Bank of Åland Säästöpankit, Aktia Säästöpankki Oyj (HELSFIHH) TeliaSonera Finland Oyj (003714756079) Tieto Oyj (003701011385) Logica Oy (003703575029) Maventa Oy (MAVENTA) Notebeat Oy (003717203971) Apix Messaging Oy (00372332748700001) Tradeshift (00885060259470028) |
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| HandlingFee | 0.0 | Default options: 0 € 4,10 € -4,10 € |
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| InvoiceEmail | 80 | Example: ‘account@domain.com | |||
| InvoiceNetAddress | 80 | Example: ‘TE003701032881’ | |||
| SupplierId | 150 | Name of my one of my companies Example: ‘My company Oy’ | Name should be previously defined in the list or created manually | ||
| ReverseCharge | Default options: 0,0 % VAT Reverse charge |
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| Address1 | 80 | Billing address Example: ‘Hämeentie 19’ | |||
| Address2 | 80 | Shipping address Example: ‘Hämeentie 19’ | |||
| PostalCode | 20 | Example: ‘00500’ | |||
| City | 80 | Example: ‘Helsinki’ | |||
| Country | Finland |
