How to showing things to keep in mind when importing data via spreadsheet into ERP5.
Preparation
Preparing a good spreadsheet for import is an important step to succeed with import.
We recommend you to take a look at how are the records in each module before starting with Import.
For the system to do automatically the mapping, the name of the column must be the same that the input field names that are used by Tiolive.
You can find here a correspondence between the principals glossary terms and input field names. If you want to import others informations that are not listed bellow, we strongly recommend you to ask for a Certified Consultant to help you.
Importing Persons
| Common Terms |
Tiolive Terms |
| First Name |
first_name |
| Last Name |
last_name |
| Organisation |
career_subordination_title |
| Email |
email_text |
| Telephone |
telephone_text |
| Mobile Telephone |
mobile_telephone_telephone_number |
| FAX |
fax_text |
| Street Address |
address_street_address |
| Postal Code |
address_zip_code |
| City |
address_city |
| Description |
description |
| Birthday |
birthday |
| Birthplace |
birthplace_address_text |
| Birth Name |
birth_name |
| Middle Name |
middle_name |
| Prefix |
prefix |
| Suffix |
suffix |
| Title |
title |
| Social Security Identification Number |
social_code |
| Collective Agreement |
career_collective_agreement_title |
| Salary Coefficient |
career_salary_coefficient |
| Number of Children |
child_count |
| Number of Partners |
partner_count |
Importing Organisations
| Common Terms |
Tiolive Terms |
| Usual Name |
title |
| Corporate Name |
corporate_name |
| Email |
email_text |
| Telephone |
telephone_text |
| FAX |
fax_text |
| Street Address |
address_street_address |
| Postal Code |
address_zip_code |
| City |
address_city |
| Description |
description |
| Registered Capital |
social_capital |
| Creation Date |
start_date |
| Corporate Registration Code |
corporate_registration_code |
| Geographic Incorporation Code |
geographic_incorporate_code |
| VAT Code |
vat_code |
| EAN 13 Code |
ean13_code |
| Activity Code |
activity_code |
| Social Security Identification Number |
social_code |
Importing Accounting Accounts
| Common Terms |
Tiolive Terms |
Authorised values |
| Account Name |
title |
free text |
| Reference |
reference |
free text |
| Normal Credit Balance |
credit_account |
blank or '1' |
| GAP |
gap_list |
See Correspondences* |
| Account Type |
account_type |
See Correspondences* |
| Financial Section |
financial_section |
See Correspondences* |
| Mirror Account |
destination_title_list |
Account name |
| Description |
description |
free text |
*The fields must be written according to the Id column in order to be imported automatically.
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