How to import client-related data
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You can import to the Back Office data about clients, their accounts, and from a CSV or TSV file.
To import data:
Navigate to System > Import Data.
Click +Create in the upper-right page corner.
In the Title field, enter a name that you want to assign to your data import operation.
In the Description field, optionally enter a short description for your import operation.
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.
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).
Click Browse and select a CSV or TSV file for data import.
Click Save to start the import operation.
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.
Email required
The client email address
client@example.com
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.
VN
Phone number
The client phone number in the format +XXXXXXXXXXX
+84912345678
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
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.
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.
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.
Email required
The email address of an existing client
client@example.com
Account number required
The account number on the respective platform
153487
Product ID required
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.
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.
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.
IB Email `required`
The email address of an existing client that will be added as an IB partner.
client1@example.com
Client Email `required`
The email address of an existing client that will be added as a client referred by the partner.
client2@example.com
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.
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.
Alternatively, you can specify the country name as listed in the Name column under .
The index of the verification level (for details, refer to ).
The product identifier as listed in the ID column under .