{"id":24108,"date":"2024-06-12T13:30:05","date_gmt":"2024-06-12T11:30:05","guid":{"rendered":"https:\/\/docs.prim.io\/prim-io-user-guide\/initial-data-imports\/import-of-contractors\/check-for-existing-contractors\/"},"modified":"2024-06-12T13:30:05","modified_gmt":"2024-06-12T11:30:05","slug":"check-for-existing-contractors","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/initial-data-imports\/import-of-contractors\/check-for-existing-contractors\/","title":{"rendered":"Check for existing contractors"},"content":{"rendered":"<p>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.<\/p>\n<p>In the first place it is obligatory to check the entered UIC \/ Tax ID \/ VAT number.<\/p>\n<p><strong>Contractors<\/strong><\/p>\n<ul>\n<li>Check Email<\/li>\n<li>Check your phone<\/li>\n<li>Check surname (F.L.) &#8211; only for natural person type contractors<\/li>\n<\/ul>\n<p>The system checks for a match on any of the entered fields in the sequence Email &gt; Phone &gt; Last Name<\/p>\n<p><strong>Contact persons<\/strong><\/p>\n<ul>\n<li>Check Email<\/li>\n<li>Check your phone<\/li>\n<\/ul>\n<p>The system checks for a match on any of the entered fields in the sequence Email &gt; 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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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.) &#8211; [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23579,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Check for existing contractors - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/initial-data-imports\/import-of-contractors\/check-for-existing-contractors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Check for existing contractors - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Check for matches of the imported data with the existing data in the system. 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