How to import client-related data

Learn how to import client data, accounts, and IB details into B2CORE from CSV or TSV files using predefined formats and import actions

You can import to the Back Office data about clients, their accounts, and IB programs from a CSV or TSV file.

To import data:

1

Navigate to System > Import Data.

2

Click +Create in the upper-right page corner.

3

In the Title field, enter a name that you want to assign to your data import operation.

4

In the Description field, optionally enter a short description for your import operation.

5

In the Action dropdown, select one of the following options:

• import-users — to import client-related data

• import-accounts — to import data about accounts for existing clients

• import-ibs — to import IB-related data for existing clients

Below, you’ll find the requirements for the necessary data and formats for each import option.

6

In the Delimiter dropdown, select a delimiter character used to separate data contained in a CSV or TSV file (such as comma, semicolon, or tab).

7

Click Browse and select a CSV or TSV file for data import.

8

Click Save to start the import operation.

The import-users option:

To successfully import client-related data, a CSV or TSV file must include the Email, Last name, and First name headers. If any of these required fields are missing, the import operation will fail.

Header	Description	Example
Email required	The client email address	[e-mail]
Last name required	The client last name	Minh
First name required	The client first name	Nguyen
Middle name	The client middle name	Van
Date of birth	The client date of birth in the format DD/MM/YYYY	10/01/1990 represents January 10, 1990
Country	The country code as per ISO 3166-2, which is the preferred variant. Alternatively, you can specify the country name as listed in the Name column under System > Countries.	VN
Phone number	The client phone number in the format +XXXXXXXXXXX	[phone]
Address	The client address in free format	123 Pho Hue
City	The city in free format	Hanoi
Postal code	The postal code in free format	100000 02
Verification level	The index of the verification level (for details, refer to Verification > Levels).	0 indicates the default verification level

Download the template_import_users.csv file that you can use to verify that your CSV file includes the correct headers and data formats. You can use a semicolon or tab as a delimiter instead of a comma in your file.

210B

template_import_users.csv

During data import:

• If an email address exists in B2CORE, client data will updated with the data from a CSV or TSV file.

• If an email address doesn’t exist in B2CORE, a new client profile will be added to it.

The import-accounts option:

To successfully import data about client accounts, a CSV or TSV file must include the Email, Account number, Product ID, and Product currency headers. If any of these required fields are missing, the import operation will fail.

Header	Description	Example
Email required	The email address of an existing client	[e-mail]
Account number required	The account number on the respective platform	153487
Product ID required	The product identifier as listed in the ID column under Products > Products.	10
Product currency required	The alphabetic currency code as per ISO 4217. This is the currency added to the product, which is also the one in which the account is denominated.	EUR

Download the template_import_accounts.csv file that you can use to verify that your CSV file includes the correct headers and data formats. You can use a semicolon or tab as a delimiter instead of a comma in your file.

82B

template_import_accounts.csv

During data import:

• If an email address exists in B2CORE, data about client accounts will be added to it.

• If an email address doesn’t exist in B2CORE, data about accounts won't be imported.

The import-ibs option:

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

To successfully import this type of data, a CSV file must include the IB Email, Client Email, and IB Type ID headers. If any of these required fields are missing, the import operation will fail.

Header	Description	Example
IB Email `required`	The email address of an existing client that will be added as an IB partner.	[e-mail]
Client Email `required`	The email address of an existing client that will be added as a client referred by the partner.	[e-mail]
IB Type ID `required`	The identifier of an IB program as listed in the ID column under Introducing brokers > Programs > Types.	10

Download the template_import_ibs.csv file that you can use to verify that your CSV file includes the correct headers and data formats. You can use a semicolon or tab as a delimiter instead of a comma in your file.

75B

template_import_ibs.csv

During data import:

• If an email address specified as IB Email exists in B2CORE, this client will be added as an IB partner and the IB-related data will be imported for that client.

• If an email address specified as IB Email doesn’t exist in B2CORE, the IB-related data won't be imported.

After the import operation is finished, you can check its status and 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.