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With this import function new persons can be created and existing persons can be changed.

The import function can also be used to create or change debtors and creditors.

 

The following fields can be allocated:

 

 1. Code

 2. Initials

 3. Prefix

 4. Lastname *

 5. Address

 6. House no.

 7. Address line 2

 8. Address line 3

 9. Address line 4

10. Postal code

11. City

12. Country

13. Address extra

14. House no. extra

15. Address2_extra

16. Address3_extra

17. Address4_extra

18. Postalcode_extra

19. City_extra

20. Country_extra

21. Tel

22. Mobiel

23. Fax

24. E-mail

25. Debtor **

26. Deb type

27. Bank account

28. First names

29. Nationality

30. Second nationality

31. Free field 1

32. Free field 2

33. Free field 3

34. Free field 4

35. Creditor **

 

* Required for new persons

 

** When both the fields Debtor and Creditor are entered, only the Debtor field will be processed.

It is not possible to change an existing debtor into a creditor or vice versa.

 

Code

The code must be unique for companies and persons.

When no code is entered or when the code doesn't exist, a new person will be created.

When no code is entered, Mill7 will generate the code in accordance with the 'Person mask' in the settings.

When the code already exists, the data in Mill7 will be overwritten with the data in the import file.

When a field in the import file is blank, the corresponding field in Mill7 will not be changed.

 

Debtor

When debtor is entered, the person will automatically become a debtor.

The debtor code in Mill7 will be the same as the imported code or as the code determined by Mill7.
The value in the import field debtor will not be used as debtor code.

If the person is already a debtor, the debtor data in Mill7 will be overwritten with the data in the import file.

When a field in the import file is blank, the corresponding field in Mill7 will not be changed.

 

Note

Multiple debtor diagrams may exist. New debtors will always be created within the first diagram.

When importing debtors in service companies (only available in the Mill7 Trust version), relation management will be activated by default.

 

Creditor

When Creditor is entered, the person will automatically become a creditor.
The creditor code in Mill7 will be the same as the imported code or as the code determined by Mill7.

The value in the import field creditor will not be used as creditor code.

If the person is already a creditor, the creditor data in Mill7 will be overwritten with the data in the import file.

When a field in the import file is blank, the corresponding field in Mill7 will not be changed.

 

Note

Multiple creditor diagrams may exist. New creditors will always be created within the first diagram.