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:

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, 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.

1. 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).

2. Select a CSV or TSV file for data import.

3. Click Save to start the import operation.

The import-users option:

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.

The following client-related data can be imported:

Header	Description	Example
Email required	The client email address	[e-mail]
Last name	The client last name	Minh
First name	The client first name	Nguyen
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.

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template_import_users.csv

During data import:

• 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.

The import-accounts option:

To successfully import data about client accounts, apart from client email addresses, a CSV or TSV file must contain account numbers, identifiers of products with which the accounts are associated, and product currencies.

The following account data must be imported:

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 Producs > 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

During data import:

• 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 isn’t 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 contain email addresses of clients that should be added as IB partners and identifiers of IB programs that they have joined.

The following IB-related data can be imported:

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	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

During data import:

• 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 isn’t 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.