If you already have a list of customers or products/items from another program. Then you can read these into PERIFACT. It is all about importing so-called CSV files. Menu: EXTRAs - IMPORT CSV
READ THIS CAREFULLY BEFORE GETTING STARTED
CSV files
Text files with comma-separated values (CSV files), in which individual text fields are separated by a comma (,).
A comma-separated file, or CSV file, is a text file in which values are separated by a comma (,). CSV is an English term and stands for Comma Separated Value. The CSV format is the simplest and oldest database format in existence. It consists only of text data, making it easy to read in. Values are basically separated by commas, and lines by the new-line sign. Yet it turns out that in practice a comma NOT convenient is. For example, if you bring in a long sentence that has a comma in it, the program thinks it is a new column. Therefore, rather grab another separator such as pipe '|' or a colon ':' or a semicolon ';'. However, the pipe '|' is recommended.
The 1st line in a CSV file should contain the column names you want to pull in. PERIFACT has a number of columns that can be pulled in. The column names must therefore correspond exactly as PERIFACT prescribes. Thus, if you supply a file with a column 'Telephone' and PERIFACT only recognizes the column "Telelefoon_THUIS" then this field cannot be retrieved. Also note upper and lower case!
The position of a column is not important. So if you first offer for example NAME, PHONE,.... or PHONE, NAME,.... that doesn't matter.
Tip
First, create a small CSV file, with a small portion of the desired data. If it works well, then do the same action again for the actual file
CONTACTS structure
Below you can see how the structure is structured for all clients. As mentioned before pay close attention to the column name this must match exactly otherwise the corresponding column will not be included during the import. Not all fields are required.
Download here is an example From a CONTACTS CSV file
| Column name | Value | Comments |
|---|---|---|
| COMPANY NAME | ||
| SECTION | ||
| FULL NAME | ||
| ADDRESS | ||
| ADDRESS2 | ||
| POSTCODE | ||
| RESIDENCE | ||
| COUNTRY | ||
| DELIVERY ADDRESS | ||
| DELIVERY ADDRESS LINE2 | ||
| DELIVERY ZIP CODE | ||
| DELIVERY RESIDENCE | ||
| BEHIND | ||
| TELEPHONE_HOME | ||
| PHONE_WORK | ||
| PHONE_MOBILE | ||
| BIRTH DATE | date | format dd-mm-yyyy |
| CITIZEN SERVICE NUMBER | ||
| NOTES | ||
| BANK ACCOUNT NUMBER | ||
| BANK ACCOUNT | ||
| KVKNUMBER | ||
| VAT NUMBER | ||
| WEBSITE |
COLUMNS PRODUCTS
As previously mentioned pay close attention to the column name this must match exactly otherwise the corresponding column will not be included during the import. Not all fields are required.
Download here is an example from a PRODUCTS CSV file
| Column name | Value | Comments |
|---|---|---|
| DESCRIPTION | ||
| PRODUCT CODE | ||
| PRODUCT GROUP | ||
| UNIT | ||
| PRICEXCLBTW | Numbers only, comma allowed | |
| VATPERCENTAGE | Numbers only, comma allowed | |
| COST PRICEEXCLBTW | Numbers only, comma allowed | |
| COST PRICE VAT RATE | Numbers only, comma allowed | |
| CURRENT STOCK | Numbers only, comma allowed | |
| STOCK THRESHOLD | Numbers only, comma allowed | |
| STOCK COUNT | Enter J or N | |
| LOCATION | ||
| FACTOR NAME | ||
| SUPPLIER NAME | ||
| NOTES | ||
| VATPERCENTAGE | Numbers only, comma allowed | |
| SPECIALPRICESEXCLBTW | Numbers only, comma allowed | |
| SPECIAL PRICE VAT RATE | Numbers only, comma allowed |
No rights can be derived from this information.