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Importación documento CSV de terceros

Importar clientes y proveedores con una plantilla CSV

M
Escrito por Mariana Preciado Arias
Actualizado hace más de un año

Condiciones previas:

  • Asegúrese de que cada identifier_number (número_de_identificación) en el CSV pertenezca a un third_party (tercero) con el mismo nombre e identifier_type (tipo_de_identificación).

Aquí puede encontrar la plantilla:

Instrucciones:

Crea un archivo CSV con la siguiente estructura. Asegúrate de poner el separador con una coma (,). El third_party (tercero) se pasa como parámetro URL.

Para los usuarios con cuentas demo es aconsejable crear manualmente un pequeño número de clientes y proveedores en el sistema para simplificar las pruebas de PULPO WMS.

Column

Field

Name or corresponding field in Frontend

Description

Field required?

Data Example

Format

A

name

Name

Name of the Third Party

true

John Doe

text, max length 255

B

identifier_number

Identifier number

Unique entity for the Third Party. One identifier number should belong to one record with the same name and identifier_type

true

supplier_0076

text, max length 255

C

identifier_type

Identifier type

Identifier type of the Third Party

true

Supplier_of_good_item_from_brand

text, max length 255

D

phone_number

Address → Phone number

Phone number of the address that belongs to the third party.

false

+1 407 222-333

text

E

address_name

Address → Name

Address Name of the address that belongs to the third party.

false

Company_Name Warehouse of Good_Item

text

F

address_street

Address → Street

Address Street of the address that belongs to the third party.

true

Av. Richards

text

G

address_city

Address → Company city

Address City of the address that belongs to the third party.

true

Detroit

text

H

address_nr

Address → House number

Address number of the address that belongs to the third party.

false

141

number

I

address_zip

Address → Zip

Address ZIP of the address that belongs to the third party.

false

80050-470

text

J

address_state

Address → State

Address State of the address that belongs to the third party.

false

Parana

text

K

address_country

Address → Country

Address Country of the address that belongs to the third party.

true

Brazil

text

L

address_company_name

Address → Company name

Address Company name of the address that belongs to the third party.

false

Company ABC

text

M

email

Email

Email of the Third Party

false

text, max length 255

Terceros - Clientes y Proveedores:

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