Business data importation requires good data preparation to ensure success. It is crucial that the data to be imported is in the proper format for the import process to be completed in a timely manner. Poor formatting could lead to failed imports, conflicting data, and additional efforts in correcting data.
Encoding your Comma-Separated Value (.CSV) files in Unicode—specifically, UTF-8 format—is important to ensuring your imported data saves correctly within Parnity. UTF-8 can account for invalid/erroneous characters contained in a document that, if included during an import or migration, would result in data corruption. This article will provide information on how to save .CSV files in UTF-8 format and what you need to know about the field’s information.
Important Information Regarding Imports
The Import Tool uses information from .CSV files and creates business data from this information. These files contain only alphanumeric data and are presented in a table format.
When saving .CSV files, be aware of the following:
- Header rows can help you. Header rows are important for mapping Parnity fields to import. If you have it, remember to check the checkbox located in the importation modal.
- Business Identifier field is required. The Import Tool requires that your .CSV file contain a column mapped to the Business Identifier field. It can be any unique code that you use in your company to identify a business. It is important to not duplicate business data once you need to update the information in Parnity.
- Partner name field is required. For Parnity to successfully import a .CSV file, the file needs one column to match with the Partner name information. You can already have the partner added to match it on step 2. Or you can create/ignore new partner info in step 3
- Business date field is required. For Parnity to successfully import a .CSV file, the file needs one column to match with the Business date field. Since a lot of the analytics charts are time-based, it is crucial to have this information.
- Choose the right file DELIMITER: In the importation modal, you need to choose which delimiter your CSV is configured with. If you use the wrong one, the columns will not be interpreted the right way.
- Set the Analytics preferences: Choose the fixed currency and weight unit in your Analytics. Once set, all monetary and weight information inserted in Analytics will be considered based on that.
What Information you can bring to Partnership Analytics?
Find below the detailed info about all the types of columns you can upload into Parnity as business data.
- You can upload your file with extra columns and ignore them in step 1 of importation
- Your columns can be named in any way, you’ll need to match the fields in step one of the information
- You can also download the CSV example file and if you use it you won't need to match columns.
Business Identifier: Any unique code that you use in your company to identify a business. It is important to not duplicate business data once you need to update the information in Parnity.
Partner Name: The name of the company that made that cargo transportation with you and that you want to relate that business in your MyNetwork as Analytics information.
Business date: The exact date that that business has been registered by you.
Commodity: The type of goods transported in that case.
Cargo volume: Total volume of cargo transported in that case.
Cargo weight: Total weight of cargo transported in that case.
Destination: Location of destination if this specific cargo.
Incoterm: Incoterm used in that transportation.
Modal: Main modal used in that transportation.
Business owner: This field should be used to identify if this were a Routing Order or if you generated the business for the partner. To name this you can identify Routing order as "RO" or "Routing" or "Routing Order" or even "0". To identify the business you generated you can use your company name, another pattern name, or even "1".
Operation: Exportation or Importation operation.
Origin: Location of origin if this specific transportation.
Profit value: Total profit you made with that business.
FCL/LCL: For sea modal, to identify the type of cargo.
TEU: For sea modal, TEU quantity (only numbers are allowed in this field).
Ignore Column: You can use this option to indicate that you don’t want to use any column information.
If you have any other questions about Analytics fields and importation, contact The Parnity team.