# How to import client-related data
You can import to the Back Office data about clients, their accounts, and [IB programs](/back-office-guide/introducing-brokers.md) from a CSV or TSV file.
To import data:
{% stepper %}
{% step %}
Navigate to **System** > **Import Data**.
{% endstep %}
{% step %}
Click **+Create** in the upper-right page corner.
{% endstep %}
{% step %}
In the **Title** field, enter a name that you want to assign to your data import operation.
{% endstep %}
{% step %}
In the **Description** field, optionally enter a short description for your import operation.
{% endstep %}
{% step %}
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.
{% endstep %}
{% step %}
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`).
{% endstep %}
{% step %}
Click **Browse** and select a CSV or TSV file for data import.
{% endstep %}
{% step %}
Click **Save** to start the import operation.
{% endstep %}
{% endstepper %}
### 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 | |
| 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` | +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 | The index of the verification level (for details, refer to [Verification > Levels](/back-office-guide/verification/levels.md)). | `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.
{% file src="/files/hJrs3leFhS4SUZM1flQW" %}
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 | |
| 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](/back-office-guide/products/products.md). | `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.
{% file src="/files/BLsyg7Sw6pBLkX4JTEFI" %}
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. | |
| Client Email required | The email address of an existing client that will be added as a client referred by the partner. | |
| IB Type ID required | The identifier of a Type. Types are listed in the Introducing brokers > Programs > Types menu.
To find Type identifiers, export data from the Types page by clicking Export in the upper-right corner of the page, and then locate the identifiers in the ID column of the exported file.
| `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.
{% file src="/files/DAxr6wuDAJYlLboxpzku" %}
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.
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