Instructions for importing customer data

To upload customer data to Onventis, follow these steps:

1. Download the Excel file Customer_Template.xlsx.

2. Fill out the template according to the specifications.

3. Go to Administration → Settings → Business Connector → BcJobs.

4. Use the New button to create a new BcJob. Select the following settings:

   1. BizCon controller: Import controller

   2. BizCon adapter: Customer adapter

   3. BizCon-Converter: MS Excel customer import converter

   4. BizCon port: Web interface input port

5. Create the BcJob with the Create button. The Cancel button takes you back to the overview.

6. In the Title field, enter a title for the BcJob, e.g. “Customer data import”.

7. In the Import Data area, select the completed Excel file “Customer_Template”:

   1. Press the Select button.

   2. Use the ... button to select the completed file.

   3. Attach the file to the BcJob using the Attach button.

   4. Go back to the BizCon job by clicking the Close button.

8. If you want to upload the data to Onventis immediately, activate the BizCon job using the Activate and Close button. If you want to upload data at a later time, you can save the BcJob via the Disable and Close button and activate it later via the Activate and Close button.

9. You will see a prompt, “Are you sure you want to activate the BcJob?” Confirm the question with the OK button.

10. The BcJob has been saved and will be executed shortly. As soon as the BcJob has been executed and the file could be imported without errors, the BcJob changes to the OK status.