Check for matches of the imported data with the existing data in the system. When matches are found, the system edits the data with the imported data.
In the first place it is obligatory to check the entered UIC / Tax ID / VAT number.
Contractors
- Check Email
- Check your phone
- Check surname (F.L.) – only for natural person type contractors
The system checks for a match on any of the entered fields in the sequence Email > Phone > Last Name
Contact persons
- Check Email
- Check your phone
The system checks for a match on any of the entered fields in the sequence Email > Phone, and the contact person must match the associated counterparty. If it does not match the related counterparty, a new contact person will be created for the counterparty specified in the import.