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. The fieldsmandatory will appear in redin the following tables.
- Before the import is carried out, it is necessary toâ€TMencode the file in 'UTF-8'.
Data related to supplier general information:
It will also bepossible to import contactsand identify regions related to its suppliers.
For those with the Supplier Management module, a number of comprehensive information related to initial and periodic evaluations may be included.Data related to contacts, regions and specificities for exclusion from initial assessmentData related to the setting of periodic evaluations.
In order to facilitate your imports, here is the CSV file in which the title of the mandatory columns is accompanied by a *.
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Import files
For any request for tax files, please contact your project manager or send an email tosupport@symalean.com