Importing its services

Importing its services

Before starting the construction of import files, several things should be noted:

- All Symalean records require an association at one or more sites. It is therefore essential to have set the site tree in Symalean. If you have not already done so, I advise you to follow this link which will tell you how to follow:Knowledge base


- All .csv files contain a number of columns (line 1). We must notnor modify, embed or delete columns otherwise the file will be inoperable.

- Some fields are mandatory and others are not. therequired fields will appear in redin the following tables.

- Before the import is completed, it is necessary toencode the file in 'UTF-8'.

In order to facilitate your imports, here is the CSV file in which the title of the mandatory columns is accompanied by a *.

    • Related Articles

    • Importing its employees

      Before starting the construction of import files, several things should be noted: - All Symalean records require an association at one or more sites. It is therefore essential to have set the site tree in Symalean. If you have not already done so, I ...

    • Change a service

      Access to the Benefit Register To create a Benefit, click on the module'Data databases'then on the button"See more"of the section'Providing Management'.You then arrive on the register of Services. Change a service From this register of services, ...

    • Creating a customer

      Access to the Client Register To create a Customer, click on the module'Data base'then on the button'See more'of the section'Customer Management'. You then arrive on the customer register. Creating a customer Click on the button"Creation of a ...

    • Creating a benefit

      Access to the Benefit Register To create a Benefit, click on the module'Data databases'then on the button"See more"of the section'Procurement Management'.You then arrive on the register of Services. Creating a benefit Click on the button"Creating a ...