How to import client-related data
You can import to the Back Office data about clients, their accounts and IB programs from a CSV or TSV file.
To import data, do the following:
Navigate to System > Import Data, and then click +Create in the upper-right corner of the page.
In the Title field, enter a name that you want to assign to your data import operation.
In the Description field, enter a short description for your import operation.
From the Action drop-down list, select one of the following options:
import-users— to import client-related data, such as:Email required
Last name
Middle name
First name
Date of birth
Country
Phone number
Address
City
Postal code
Verification level
Note
To successfully import client-related data, a CSV or TSV file must contain client email addresses. If email addresses are lacking in the file, the import operation fails.
import-accounts— to import data about client accounts, such as:Email required
Account number required
Product ID required
Product currency
Note
To successfully import data about client accounts, apart from client email addresses, a CSV or TSV file must contain account numbers and identifiers of products with which the accounts are associated.
import-ibs— to import IB-related data, such as: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
Currently, the IB-related data can be imported only from a CSV file.
To successfully import this type of data, a CSV file must contain email addresses of clients that should be added as IB partners and identifiers of IB programs which they have joined.
From the Delimiter drop-down list, select a delimiter character used to separate data contained in a CSV or TSV file (such as
comma,semicolonortab).Select a CSV or TSV file for data import.
Click Save to start the import operation.
During data import, it is checked whether email addresses specified in a CSV or TSV file exist in B2Core.
For the import-users option:
If an email address exists in B2Core, client data is updated with the data from a CSV or TSV file.
If an email address doesn’t exist in B2Core, a new client profile is added to it.
For the import-accounts option:
If an email address exists in B2Core, data about client accounts is added to it.
If an email address doesn’t exist in B2Core, data about accounts is not imported.
For the import-ibs option:
If an email address specified as IB Email exists in B2Core, this client is added as an IB partner and the IB-related data is imported.
If an email address specified as IB Email doesn’t exist in B2Core, the IB-related data is not imported.
After the import operation is finished, you can click the Edit button located in the import operation row to view 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.