Import data
On this page, you can view a record of data imported to the Back Office as well as import new data.
If you have a CSV or TSV file containing some data about clients, their accounts or IB programs that was obtained from a third-party system, you can import this data to the Back Office.
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
Middle name
First 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
The imported data is displayed on the Clients > Accounts 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 — the email address of a client attracted by a partner
IB Type ID required — the identifier of an IB program
Note
The IB data can be imported only for the clients that have already been registered via the Back Office or B2Core UI. The registered clients 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 has not yet run.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 Log messages and Error messages fields listing the details about the records that were successfully imported as well as errors that occurred during import.