DATA

MIGRATION-
BUSINESS
PARTNER
PRESENTED BY: LIVAN RALPH C.
MORALES
 OBJECTIVES:

HOW CAN WE IMPORT AN EXCEL FILE

TO A BUSINESS PARTNER

TO CHANGE THE GIVEN REQUIRED

DETAILS OF BUSINESS PARTNER TO AN
EXCEL FILE.
 1.BP CODE 2.BP Type
5.Payment
Terms
Create an Excel
File Containing
6.Price List No.
the list of their
3.BP Name
4.Group Code
business
partners.

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2.1 Preparing the BP
Import Fields
1. Go to Administration > Data
Import/Export > Data Import >
Import from Excel

2. In the Import from Excel window,

select Business Partner from Data
Type Import options.
3. Prepare the fields as ordered in the file
given (as shown in the Excel image above).
In this case, the fields in the file will go from
left to right and will correspond to top to
bottom in the list fields. See image below.
Your fields will correspond to the Excel file
that you prepared.
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4. Leave the window as is. This
window will be used upon
finalizing the upload.

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 2.2 Preparing the
Upload File
1. The “BP Type” column should
Customers only one letter: a. C for Customers
b. S for Vendors (or, “Suppliers”)
Vendors/Suppliers
2. The “Group Name” should be
the Group Name as it is spelled
below.

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Payment
Terms 3.Payment Terms should be the
code (“Group Number” Column
below).

Price Lists

4.Price Lists should be the code

(“Price List No.” Below)

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 Knowing all of
the above, our
data should look
like the
following:
Make sure your data input is
follow all the given sequence.

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Save the file as a
Tab Delimited
Text File:
Make sure that all your data
Input is precise.

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2.3 Finalizing the
BP Migration
1. Back in the Import from
Excel window, select the file to
import by clicking on the
Ellipsis and selecting the file

2. Under Import Method,

make sure that Add New
Records and Update Existing
Records radio button is tick

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 3. Click Import. If it is
successful, a report of the
process should show up.
Capture the Import from Excel
- Results window. Paste it in
your document file. Click
Cancel to close the Import
Results Summary

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2.4 Check The Result
of the Import
1. Go to Business Partners >
Business Partner Master Data.

2. In the Business Partner

Master Data window, input an
asterisk in the Code field, then
press Find.

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THANK YOU
Livan Ralph C. Morales

09104375201
livanralph@gmail.com
www.uncrownz.Helios.com

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