Using the Counterparty Import Tool

The  Counterparty Import tool allows users to quickly import large quantities of new companies into the system. It is an ideal way of importing your Customers, Suppliers, and Vendors if you have a large volume of data to enter. This can make adding a large quantity of companies into the system a breeze!

To view a video on this tool visit our help file here.

Finding the Counterparty Upload Tool

1. Navigate to the Counterparties tab.
2. Go to Import.

How to Add / Fill-in Information

The Counterparty Import tool has exportable file, in which you can use to fill out information and reupload. All information can also be entered directly into the online spreadsheet provided by cieTrade.  For a full break down of each column on the import template visit our help file here.

In-Template Method:

To export an empty template directly from the system, navigate to the Counterparty Upload tool > Actions > Download Blank Template in the left hand corner.  This will allow you to download an Excel file from the system to import new counterparties.  

Once the spreadsheet is filled out, click Open Template to open the file in cieTrade.  The new details can be imported by choosing Upload Counterparties.

In-cieTrade Method:

In order for the spreadsheet to appear within cieTrade, an empty template must be uploaded using a similar process as listed above.  

Navigate to the Counterparty Upload tool > Actions > New Template.

NOTE:  If you are updating existing Counterparties then do NOT check off Empty Template.  Instead, go directly to click on the Actions > Download Data button, or use the Counterparty filters to export data for specific businesses.

Each column represents a data point on the Counterparty form, and each row represents a company. Add the company information into the available and applicable fields within the spreadsheet. Once all of the company information has been added, click the Upload Counterparties button to bring it into the system.

Once this template is imported into the system, these contacts will sit on the Contact Manager as well as the front page of any Counterparty associated.

NOTE: Each company (and address) has only one main contact. If you need to add more contacts with the same address, please add them in the Contact Manager. We have a helpfile detailing the steps, which can be found here.

For a complete breakdown on the included data points and where they map to in cieTrade, please see here (PDF) .

How to Update Existing Information

This tool can also be used to bulk update existing counterparty details in cieTrade.

To export the counterparties, navigate to the tool.  The  Counterparty Filters can be used as needed, to pull data ONLY from specific counterparty companies and locations, and/or only with specific Status assigned.  Click Download Data to produce an Excel spreadsheet with the information.

All new details can be added to the template that was generated from the system.  Once you've finished altering/adding the company details, save the file and select Open Template on the import tool.  This will allow you to select the file and choose Upload Counterparties to update your counterparties.  The information in cieTrade will now match what you've filled out on your spreadsheet.

Flagged Cells & Common Issues

Upon uploading the spreadsheet, you may run into a problem where a handful or more data cells are flagged, which will prevent the upload from being completed. The most common cause of a flagged cell is due to an issue with the information in the cell, or the format that it is in. After the validation check, which occurs upon clicking the Upload Counterparties button, a comment will be added to any flagged cell detailing the reason why it was flagged.

NOTE: If you are using iOS MAC and you are adding additional Customers/Suppliers/Vendors to your cieTrade.net, please make sure you have your Show Scroll Bars set up on Always. You can do this by going to your General Settings or clicking the short cut Apple icon, then click on Systems Preferences, click on the short cut general icon, next to the arrows then click on General > Show Scroll Bars and set to Always

Conclusion

Once the system accepts the file, the new counterparties established on the spreadsheet, will become live in the system. You will receive a confirmation banner letting you know if the upload was a success.