# Business Partner Import

> Create and update customer and supplier records (identity, address, payment terms, delivery terms) with an Excel workbook containing the "İş Ortakları" sheet.

URL: https://erpdocs.corexlogic.com/en/veri-aktarimi/is-ortagi-aktarimi

- **Type:** Screen
- **Module:** General
- **Menu path:** Ana Veriler › İş Ortakları › İş Ortağı Aktarımı (Master Data › Business Partners › Business Partner Import)
- **Screen route:** `/erp/partners/data-exchange`
- **Required permission:** `erp-partners-cards.view (ekran, kontrol) · erp-partners-cards.create + erp-partners-cards.edit (aktarma)`

Customer and supplier records come in a single-sheet workbook ("**İş Ortakları**" — Business Partners). Ship-to
addresses, contact persons, price list assignments, supplier prices and orders are linked to the record — this
workbook is loaded **before** them.

- **Only `Kod` is required.** A column that is not in the file does not change on the record; if the column exists
  but the cell is empty, the field is **cleared**. This way, the identity and address of thousands of records can be
  filled in bulk with a file containing only the `Kod · KimlikTuru · VergiNo · Il · Ilce` columns.
- Keep the VKN/TCKN (tax ID / national ID), phone and postal code columns in **Text** format (so that leading 0s are
  not dropped and numbers do not turn into scientific notation) — the template and the **Mevcut kartları indir**
  (Download existing records) file already write these columns as text. Save the file as an **Excel Workbook
  (.xlsx)**; CSV is not accepted.
- The import is **all or nothing**: while there are invalid rows, no record is written ("… satır geçersiz. Aktarım
  **hep ya da hiç**: bunlar düzeltilmeden hiçbir kart yazılmaz." — … rows are invalid. The import is **all or
  nothing**: no record is written until these are corrected.). This screen has no "import skipping invalid rows"
  option.

The screen has two sections: **1 · Şablonu ya da mevcut kartları indir** (Download the template or existing records;
**Boş şablon** (Empty template), **Mevcut kartları indir** (Download existing records)) and **2 · Doldurulmuş dosyayı
yükle** (Upload the completed file; **Dosya seç** (Choose file), **Kontrol et** (Validate), **Aktar** (Import)), with
the **Alan kılavuzu** (Field guide) below.

![Business Partner Import](https://erpdocs.corexlogic.com/en/en/img/screens/veri-aktarimi/is-ortagi-aktarimi.png)
1. Blank template
2. Download current cards
3. Validate
4. Import — all or nothing

## Workbook sheets

| Sheet | Matching (record key) | What it writes |
|---|---|---|
| **İş Ortakları** (Business Partners) | `Kod` | The business partner record (customer, supplier or both). If the code exists it is updated; otherwise it is created. |

## Columns

The tables are generated from the same source as the system's **Alan Kılavuzu** (Field Guide) tab. If a column with
**Required: Yes** is left empty, the row becomes **Hatalı** (Invalid). All cells are read as text; `Evet`/`Hayır`
(Yes/No) columns accept no other value, and in a column with a list of allowed values the spelling must match the
list.

### İş Ortakları (Business Partners)

The business partner record (customer, supplier or both). If the code exists it is updated; otherwise it is created.
Matching: `Kod`.

| Column | Required | Description | Example / allowed values |
|---|---|---|---|
| `Kod` | **Yes** | Matching key: updated if it exists, created if not. Converted to uppercase. | `M-0001` |
| `Unvan` | No | Required for a new record. | `Örnek Makine A.Ş.` |
| `Musteri` | No | Customer role. For a new record, at least one of Musteri or Tedarikci is Evet (Yes). | `Evet` · `Hayır` |
| `Tedarikci` | No | Supplier role. | `Evet` · `Hayır` |
| `KimlikTuru` | No | If VKN/TCKN is selected, the number is validated with its check digit. | `Belirtilmemiş` (Not specified) · `VKN` · `TCKN` · `Yurt dışı` (Abroad) |
| `VergiNo` | No | VKN (10) or TCKN (11) — spaces/dots/hyphens are ignored. | `1234567890` |
| `VergiDairesi` | No | Tax office. | `Kadıköy` |
| `Ad` | No | Only for TCKN (natural person). |  |
| `Soyad` | No | Only for TCKN (natural person). |  |
| `Eposta` | No |  | `info@ornek.com` |
| `Telefon` | No |  | `0212 555 00 00` |
| `Adres` | No | Street line; province/district in separate columns. | `Organize Sanayi 3. Cd. No:5` |
| `Ilce` | No | Required for an e-Invoice recipient. | `Başakşehir` |
| `Il` | No | Required for an e-Invoice recipient. | `İstanbul` |
| `PostaKodu` | No |  | `34490` |
| `Ulke` | No | ISO two-letter code (TR, DE …). | `TR` |
| `VadeGun` | No | Default payment term (days), 0 = cash in advance. | `30` |
| `TeslimSekli` | No | Incoterms 2020 code. | `EXW` · `FCA` · `CPT` · `CIP` · `DAP` · `DPU` · `DDP` · `FAS` · `FOB` · `CFR` · `CIF` |
| `Aktif` | No | A new record is always created active. | `Evet` · `Hayır` |

## In the demo package

`06-cari-hesaplar.xlsx`: 43 customers, 20 suppliers (one of them both), 2 sole proprietorships (TCKN), 4 foreign
customers. **Kontrol et** (Validate) in the demo installation: 62 rows · Hatalı (Invalid) 0.

## Related

- [Data Import — overview](https://erpdocs.corexlogic.com/en/veri-aktarimi)
- [Validate the workbook](https://erpdocs.corexlogic.com/en/veri-aktarimi/islemler/kitabi-kontrol-etme) · [Import the workbook](https://erpdocs.corexlogic.com/en/veri-aktarimi/islemler/kitabi-aktarma)
- [Setup with data import process](https://erpdocs.corexlogic.com/en/surecler/veri-aktarimi-ile-kurulum)