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<< Click to Display Table of Contents >> Navigation: General > Import data > Import investors |
This import function becomes available with the Funds module of Mill7.
The following fields can be allocated.
01. Code *
02. Name
03. Company
04. Web portal *
05. Language
06. E-mail address
07. Salutation
08. Telephone
09. Fax
10. Internet
11. Address line 1
12. Address line 2
13. Address line 3
14. Address line 4
15. House no.
16. Zip code
17. City
18. Country
19. Postal address line 1
20. Postal address line 2
21. Postal address line 3
22. Postal address line 4
23. Postal address house no.
24. Postal address zip code
25. Postal address city
26. Postal address country
27. Bank account number
28. Bank name
29. Bank address
30. IBAN number
31. BIC number
32. Bank 2 account number
33. Bank 2 name
34. Bank 2 address
35. Bank 2 IBAN number
36. Bank 2 BIC number
37. VAT number
38. CoC number
39. CoC city
40. To addresses
41. Cc addresses
| * | Required |
Only lines with status OK are processed.
1. Code
The investor code is required.
When the investor code does not yet exist, a new investor is created.
When the code already exists, the data in Mill7 will be overwritten with the data in the import file.
When a Mill7 field is not connected to an import field, it will be unchanged.
When a connected field in the import file is blank, the corresponding field in Mill7 will be cleared.
4. Web portal
The web portal code is required and must exist in Mill7.
5. Language
The language code must be 0, 1 or empty. 0 is Dutch (default) and 1 is English.
When left empty it will get the value 0.