Before starting the bulk edit of the counterparty list (1,000 or more counterparties) via data import, perform a test import of 5–10 entries to ensure all data is filled in as expected. Proceed with importing the remaining data only if the test import is successful.
Data import supports Excel files (.xls, .xlsx) and CSV format. The maximum file size is 10 MB.
- In the Kladana workspace, select Counterparties → Customers & Suppliers.
- Click Import.
- In the opened window, click Download sample file. Adjust your data table to match the sample format.
- Click Upload and upload the prepared file with the list of counterparties. A preview window will open.
- Map the columns from your file to the fields in Kladana. To do this, click on the column heading and select the corresponding field name from the list. If you do not want to import a column, select Do not upload from the list.
- In the Search updates by field, select the criterion to identify existing counterparties: by code, by name, or automatically (Auto-search). With Auto-search, the system first searches by codes, then by names.
- Check the Update only existing counterparties (do not add new counterparties) checkbox, if your file contains new counterparties that should not be imported into Kladana.
- Click Start Import. The process may take some time.
- To check the import status and its results, click the link at the top of the page or click on the user icon and select Settings → Data exchange → Import.