Preparing a Microsoft Excel Import File for Business Partners 
The following fields for business partners can be imported into SAP Business One, and therefore, can be contained in a Microsoft Excel file:
Field Name |
Max. Length |
Data Type |
BP Code |
15 |
Alphanumeric |
BP Name |
100 |
Alphanumeric |
BP Type |
1 |
C – Customer S – Vendor L – Interested party Entries must be upper case. |
BP Currency (see 1) |
3 |
Use a currency that has been defined in SAP Business One. To assign the currency All Currencies, the code ## must be inserted for the BP Currency. |
Foreign Name |
100 |
Alphanumeric |
Group Code (see 2) |
20 |
Select the Group Name for the business partner. If a new Group is inserted, it is created in the Group table with the name that is inserted in the MS Excel sheet. |
Bill-to Street (Address) |
100 |
The information here is also inserted into the Bill to Name and can be edited in the business partner master data after the import. |
Bill-to City (Address) |
100 |
Alphanumeric |
Bill-to Zip Code (Address) |
20 |
Alphanumeric |
Bill-to County |
Alphanumeric |
|
Bill-to State (Address) |
100 |
Use a predefined State Code. |
Bill-to Country (Address) |
100 |
Use a predefined Country Code, as defined in Setup – Business Partner – Countries. |
Ship-to Street (Delivery Address) |
100 |
This information is also inserted into the Ship to Name field and can be edited in the business partner master data after the import. |
Ship-to Block |
Alphanumeric |
|
Ship to City (Delivery Address) |
100 |
Alphanumeric |
Ship-to Zip Code (Delivery Address) |
20 |
Alphanumeric |
Ship-to County |
Alphanumeric |
|
Ship-to State (Delivery Address) |
100 |
Use a predefined State Code. |
Ship-to Country (Delivery Address) |
100 |
Use a predefined Country Code, as defined in Setup – Business Partner – Countries. |
Ship-to Default |
Alphanumeric |
|
Telephone 1 |
20 |
Alphanumeric |
Mobile |
50 |
Alphanumeric |
Telephone 2 |
20 |
Numeric |
Fax Number |
20 |
Numeric |
100 |
Alphanumeric |
|
Additional ID No. |
8 |
Alphanumeric |
Federal Tax ID |
32 |
Numeric |
Tax Definition |
1 |
Y – Liable to pay tax N – Not liable to pay tax Entries must be upper case. |
Liable for Ded. at Source |
||
% W/holding Tax Ded. |
||
Exp. Date for -% of Deduction |
||
Contact Person (see 3) |
90 |
Alphanumeric |
Remarks |
100 |
Alphanumeric |
Sales Employee Code (see 4) |
32 |
Alphanumeric |
Re (1)
If an imported currency is not yet defined in the system, during the import you see a query window in which you can confirm the information for the new currency. The system automatically adds the currency to its list of defined currencies.
Re (2)
If an imported group is not yet defined in the system, a new group is automatically created.
Re (3)
The system automatically creates a new contact employee if one is not yet defined for an existing business partner. Contact employees are also automatically added to new master records.
Re (4)
If an imported sales employee is not yet defined in the system, a new entry is automatically created for the sales employee.