Manual

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Automatic import (set up via customer service)

Besides the manual file import, there is an automatic, recurring import: your business partner list is updated regularly and without any action on your part from an agreed data source, so that your monitoring list stays up to date automatically. This is set up exclusively in coordination with our customer service – you cannot configure the automatic import yourself in the customer portal.

Requirements

  • An agreed data source from which your list can be provided regularly (for example a provided file or a data handover). We define the source, format and frequency together with you.
  • Contact with customer service – the setup is a service we provide and is not configured in the customer portal.

Step by step

  1. Contact customer service and request the automatic import – via the chat in the customer portal or through the contact options listed in the help center.
  2. Briefly describe which list should be updated automatically and where the data comes from (your agreed data source).
  3. Together with customer service you define the details:
    • the data source (where the list is provided from regularly),
    • the format of the data (for example the columns of your file),
    • the frequency (how often the import should run).
  4. Customer service sets up the automatic import for you. After that, your monitoring list is updated automatically and recurrently – manual uploading is no longer needed.

Good to know

  • No more manual uploading: once the automatic import is set up, the system takes care of updating your monitoring list regularly by itself.
  • Not self-configurable: you cannot enable or change the automatic import in the customer portal. Any adjustment (for example a different frequency or a different source) also goes through customer service.
  • Manual import stays available: you can still import files by hand at any time in addition – see Importing records from a file (CSV, Excel).
  • Connecting to accounting systems: if the data is to come from an accounting system, dedicated integrations are provided for this. You can find details in the integration articles (Collmex, sevDesk).

Frequently asked questions

Can I enable the automatic import myself in the customer portal? No. The automatic import is set up exclusively in coordination with customer service. To do so, contact customer service via the chat.

What is the difference from the normal file import? With the manual import, you upload a file yourself. With the automatic import, your list is updated regularly and without any action on your part from an agreed data source.

How often does the automatic import run? You define the frequency together with customer service during setup.

I would like to take the data from my accounting system. There are dedicated integrations for this. Have a look at the integration articles (for example Setting up the Collmex integration) and raise it with customer service.

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