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  1. Back Office guide
  2. System

Import data

PreviousBackend imagesNextVisual customization

Last updated 4 months ago

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On this page, you can view a record of data imported to the Back Office as well as import new data.

You can import data about clients, their accounts, or into B2CORE from a third-party system using a CSV or TSV file.

Your CSV or TSV file must meet the following requirements for data import:

  • The file size mustn't exceed 5MB.

  • The maximum number of lines in a file is 1,000, excluding the header line. If the number of lines exceeds 1,000, the file must be split into two or more files for proper import.

  • Comma, semicolon, or tab can be used as delimiter characters that separate data in the file.

  • The file must be properly structured and include the required fields specific to the imported data type (for details, refer to ).

  • IB-related data can be imported only from a CSV file.

General information

The following information is provided about each data import operation:

Title

The name assigned to a data import operation.


Action

The type of data that was imported. The following types of data can be parsed:

  • import-users — used to import the following client-related data from a CSV or TSV file:

    • Email required

    • Last name required

    • First name required

    • Middle name

    • Date of birth

    • Country

    • Phone number

    • Address

    • City

    • Postal code

    • Verification level

The imported data is displayed on the Clients > General page.

  • import-accounts — used to import the following data about client accounts from a CSV or TSV file:

    • Email required

    • Account number required

    • Product ID required

    • Product currency required

The account data can be imported only for the existing clients that are listed on the Clients > General page.

  • import-ibs — used to import the following data related to IB programs (this data can be imported only from a CSV file):

    • IB Email required — the email address of a partner who has joined an IB program

    • Client Email required — the email address of a client attracted by a partner

    • IB Type ID required — the identifier of an IB program

The IB data can be imported only for the existing clients that are listed on the Clients > General page.

The imported data is displayed on the Introducing Brokers > Programs > Introducing Brokers and Introducing Brokers > Programs > Clients pages.


Created At

The date and time when an import operation was initiated.


User

The email address of a Back Office user who initiated an import operation.


Status

The import operation status:

  • New — an import operation has been initiated but hasn't yet run.

  • Awaiting confirmation — during data validation in a CSV or TSV file, some invalid records are detected. The invalid records are displayed in the Log message field in the import operation details. You can select to continue the import while excluding the invalid records or cancel the import.

  • In Progress — an import operation is running.

  • Success — an import operation has been fully completed.

  • Success with errors — an import operation has been completed, but at least one error occurred during import.

  • Failed — an import operation failed due to critical errors.

To view details of a selected data import operation, click the Edit button.

Details

On the details page, you can find the following fields:

Log messages

Lists the records and their corresponding line numbers from a CSV or TSV file that contain invalid data for import.

You can click Continue import to proceed with importing all valid records while excluding those with invalid data or you can cancel import, or you can click Cancel import.

After the import is complete, this field shows the import results for each record from the CSV or TSV file.

Error messages

Lists the records and their corresponding line numbers where errors occurred, causing the import operation to fail.

See also

The imported data is displayed on the Clients > Accounts page and on the in client details.

IB programs
How to import client-related data
Accounts tab
How to import client-related data
How to import data related to Back Office user groups