# 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](https://docs.b2core.b2broker.com/back-office-guide/introducing-brokers) into B2CORE from a third-party system using a CSV or TSV file.

{% hint style="info" %}
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 [How to import client-related data](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-import-client-related-data)).
* IB-related data can be imported only from a CSV file.
  {% endhint %}

## 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 <mark style="color:red;">`required`</mark>
  * Last name <mark style="color:red;">`required`</mark>
  * First name <mark style="color:red;">`required`</mark>
  * 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 <mark style="color:red;">`required`</mark>
  * Account number <mark style="color:red;">`required`</mark>
  * Product ID <mark style="color:red;">`required`</mark>
  * Product currency <mark style="color:red;">`required`</mark>

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](https://docs.b2core.b2broker.com/back-office-guide/clients/general/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 <mark style="color:red;">`required`</mark> — the email address of a partner who has joined an IB program
  * Client Email <mark style="color:red;">`required`</mark> — the email address of a client attracted by a partner
  * IB Type ID <mark style="color:red;">`required`</mark> — 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.

{% hint style="success" %}
**See also**

[How to import client-related data](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-import-client-related-data)

[How to import data related to Back Office user groups](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-import-data-related-to-back-office-user-groups)
{% endhint %}