MMOG.np USER GUIDE
How to bulk import Partners
Release 3.1.0
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CREATE CUSTOMERS USING THE BULK IMPORTS OPTION
Important:
- To add a customer record, you must be logged in as a C-Admin
- We recommend selecting ‘I am supplier’ (supplier perspective) as the default View
- You can add customer records manually (one by one) or use the ‘Bulk imports’ option
- The ‘Bulk imports’ option should be considered only if you have more than 10 customer
records to add otherwise it is probably more efficient to add them manually
You can add customers by using the ‘Bulk imports’ option.
MMOG.np requires UTF-8 encoded plain text files to import data csv files).
There are several ways to create csv files
- export data from other systems (e.g., CRM database or other databases)
- export from Excel
- manually by using a plain text editor
We describe here how you can create a csv file based on the Excel template provided by Odette.
Download the Excel template ‘sample_partners_import for suppliers’ provided in the User Manuals
zip file: https://www.odette.org/mmognp/mmog.pdf
Open the template.
Please note:
- The template must include a header line as defined in the sample-files UUID*, title, role,
manufacturing_site, contact_name, email, telephone, address.line_1, address.line_2,
address.zip_code, address.city, address.state, address country(ISO 3166-1), and assessment
mailbox.
*The UUID (Universally Unique ID) term is incorrect: All that is required is a unique ID (UID)
for the customer within your company.
- The role must be customer
- The validation of fields is implemented according to the validation within MMOG.np e.g.
mandatory fields, unique fields
- All entries must be correct for the import to be successful but the application shows any
import problems to be solved when importing files
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- When the same UID is used several times in a file:
o if the UID is not already in the database, a "duplicate UID error" will be triggered
o if the UID is already in the database, the existing record will be updated by each
instance of the same UID in the import and the final instance will be the one that
counts.
Populate the Excel template with data:
Using Excel we suggest to use "save as ..." and choose comma separated values (csv).
Once you have your csv file, select Bulk imports in the ‘Partners’ menu.
Import Data.
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You have imported new customers.
You can see that customers have been created, by selecting Suppliers/Customers in the ‘Partners’
menu
Please note:
- There are several CSV formats but not all of them generate the right data format.
- CSV stands for "comma separated values" but Excel exports often use semicolon as the field
separator because in Europe the comma is often used as the decimal separator (e.g., 10,45).
- You can choose the field separator within the application (; or ,)
- If MMOG.np shows an error like "Unexpected text encoding error: "\xEF" from ASCII-8BIT to
UTF-8" please choose another export in Excel.
- If you get the following error messages “not a UTF-8 Format” or “Missing columns: UUID”
When you try to import sites using the bulk import option, this is because UTF-8 is the only
encoding admissible. Depending on your operating system, when converting your Excel file
into csv, the file generated is encoded in UTF-8 BOM, not UTF-8.
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To fix this issue, once you have created the .csv format using Excel, you should save it in UTF-
8 format using a tool such as Notepad++. You can download Notepad++ from the internet
free of charge.
To save file as UTF-8 using Notepad++, open the file with Notepad++. select option
“encoding” (Encode in UTF-8) and Save file.
