Import data
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 IB programs 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, ortabcan 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 How to import client-related data).
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
requiredLast name
requiredFirst name
requiredMiddle 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
requiredAccount number
requiredProduct ID
requiredProduct currency
required
The account data can be imported only for the existing clients that are listed on the Clients > General page.
The imported data is displayed on the Clients > Accounts page and on the Accounts tab in client details.
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 programClient Email
required— the email address of a client attracted by a partnerIB 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.
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