Import Settings

Here, you can customize your import settings based on your preferences. The configurations made on this page will act as global defaults for all future data imports. However, during each import activity, you will still have the option to override these default settings if needed, providing flexibility for specific cases.

How should the import activity affect your existing records?

• Update Existing Records: When you choose to import a file, existing records will be updated with the new details from the imported data.

• Skip Existing Records: If you select this option, existing records will be skipped, and their current data will remain unchanged.

How do we recognize existing data?

You must define the identifier that the system will use to recognize existing records. This helps ensure accurate updates and skips. You may choose from the following:

• Company Name

• VAT

• TAX ID

• DUNS Number

• Company ID Number

• Business Registration Number

How should we handle duplicate entries in your file?

If the system detects duplicate entries within the file you are attempting to upload, it will prompt you to decide which version to keep:

• First Record: Retain the first instance of the duplicate.

• Last Record: Retain the most recent instance of the duplicate.