Address import via Excel

For the one-time or recurring import of addresses as accounts, contacts and persons into Vertec, a generic Excel import is available in address management. The source addresses are copied into the columns provided for this purpose in Excel and imported from Excel into Vertec.

The first row with the column headings is protected and may not be changed. Columns may not be added, renamed or removed. For custom-specific additions such as custom fields or keywords, please contact your Vertec advisor.

Please make sure that you have a backup of the existing database before importing, which you can restore in case of an error.

The file (from Vertec 6.7) is available for download here: Vertec addressimport.xlsm.
Vertec Versions before 6.6: Vertec address import before 6.6.xlsm.
Vertec version 6.6: Vertec address import before 6.7.xlsm.

An account address is created from the green columns with the headings Account.. if it does not already exist. During the import, the account name, address and ZIP code are compared with existing account addresses. If account name, address and ZIP code match, no new account address is created. If the account address and ZIP code do not match, a new account address is created. In the event of different spellings (e.g. "Baslerstrasse" vs "Baslerstr."), no match is found and a new account address is created accordingly.

If there is an account name in the first column, a contact is created from the blue columns with the headings Contact.., otherwise a person is created.

When importing, the account name, address and ZIP code are compared with existing account addresses. If the account name, address and ZIP code match and if the contact with first name and surname is not yet with this account, a new contact from the existing account address is added.

If the account name, address and ZIP code do not match, a new account address is first created, to which the contact is then attached.

If there is no account name in the first column, a person is created from the blue columns with the titles Contact.., otherwise a contact is created.

Importing a person does not check whether a person or contact already exists with the same first and last name.

• Manager abbreviation: When importing, assigns the imported addresses as a manager to the existing users in Vertec . The user abbreviations defined in Vertec are expected to be entered in this column.
• Gender: One of the following values must be entered here: male, female, or one of the values entered as additional genders in System settings > Addresses.

You only have to enter a value in the following columns if it differs from the default in Vertec:

• Language: if not specified, the default language is used in Vertec.
• Contact form of address, Contact salutation, Contact complimentary close: fill in only if the automatically calculated form of address/salutation/complimentary close is not to be used in Vertec.
• Account alias, Contact alias: enter only if you want to override the automatically created alias in Vertec.

The following SQL folder displays all the addresses that were created on a specific date:

• Class: address
• SQL expression in Firebird: CreationDateTime >= '\1' AND CreationDateTime < '\1'+1
• SQL expression in MS-SQL: creationdatetime>="\1" and creationdatetime<cast("\1" as datetime)+1
• Show search dialog

All addresses of the import date can be shown.