import companies

 

Import Companies Excel

Warning! e-Captain can only import from the first tab in your MS Excel file!

 

Large groups of people or companies can quickly import e-Captain by members or a contacts file in the form of an Excel file. In the chapter available fields, you will find the fields that are available for the import.

 

For the Import within e-Captain, the first column (A1) of the MS Excel document must start with a Member number (without a dot). The first row of the MS Excel file must consist of field names, this is the header.

 

importcompanies-01

 

You must ensure that unique member numbers are listed in the A column.

Import companies into e-Captain

  • Go to the Management Center in e-Captain.
  • Select the Import option.
  • Then click on Import Companies.


importeren-importeren-bedrijven-2

 

  • The screen below will be opened. Here you can indicate whether the import concerns New relations or Additional data!
  • If you want to add new companies, but the membership number already exists, this will not be possible.
  • If a membership number already exists, under the Additional data option, the contact card of this member (company) will be supplemented/updated with the data from the MS Excelsheet.
  • Click here on the Browse button to select your MS Excel document. Via the explorer you can find and select the MS Excel file on your computer.
  • Click Open at the bottom of the screen. If the file is selected and added, click on the Send button.


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  • Check the columns and adjust if necessary. If you use the same field names in your MS Excel document as in this document, e-Captain will automatically link them.
  • Click the Import button!


importcompanies-03

 

  • Click OK to import your MS Excel file actually into e-Captain.

 

importcompanies-04

 

You have now imported your MS Excel document with the companies. The companies should be added and visible under Member Management.

 

Companies in Member Management have the following icon. icons-debrijf

Address fields Excel

The address fields in Excel for the import of members and companies have different field names. A detailed description can be found here and then the chapter Address fields Excel.

Available fields Import Companies

Personal data Possible Values
Member no Compulsory first column
2nd name
Direct Debit (B1 / B2) Bank / Giro
Direct Debit Name
Direct Debit City
VAT No
Bank account number 1
BIC 1
Bank account number 2
BIC 2
Company Name Required
Contact persone
Creditor Yes / No
Extension number
Work email
Invoicing Yes / No
Invoice preference
Fax 
Username
Chamber of Commerce number
Magazine Yes / No
Work mobile
Entrepreneur Yes / No
Comments memo
Start date Member Date
Stop date Member Date 
Telephone work1
Telephone work2
password
Work website 
Visiting address Postal address Invoice address (optional)
Visitingaddr.Building Postaladdr.Building Invoiceaddr.Building
Visitingaddr.Address Postaladdr.Address Invoiceaddr.Address
Visitingaddr.HouseNo Postaladdr.HouseNo Invoiceaddr.HouseNo
Visitingaddr.HouseNoAddition Postaladdr.HouseNoAddition Invoiceaddr.HouseNoAddition
Visitingaddr.Country Postaladdr.Country Invoiceaddr.Country
Visitingaddr.City Postaladdr.City Invoiceaddr.City
Visitingaddr.Postalcode Postaladdr.Postalcode Invoiceaddr.Postalcode
Special Fields                         Possible Values
Member (Y/N)                     (if No, card is imported as non-member)
New Group                         *
Place in Board
Place in Commission
Place in Donation
Place in Function
Place in Discount
Place in My Captain
Place in Newsletters
Place in Sponsors
Place in Team
Place in Trainers
Type of member Type member from member management
Creditor Yes / No (with Yes, import as Creditor)

 

 

* Place in Group (group name)

You choose a group for which you intended this column. Expected values are the names of the group items. For example: Place in group board, the MS Excel column expects the name of the group item, board member, chairman, etc.

 

* New Group

Same as Place in Group, only a group is automatically created with the name of the corresponding column. If a group already exists with this name, it will be used.

 

Free Fields Possible Values
Additional information Memo
Memo field 1-6 Memo
Date field 1-6 Date
Number 1-6 Comma number
Number 1-6 Full number
Yes/No 1-6 Yes / No
TextField 1-6
Selection field 1-6 *
Sailing license 1&2 Yes / No
Verenigingstrainer sinds Date
Contest / Protest member Yes / No
Full Driving License Yes / No
Sailing competition trainer since Date

 

The free fields are automatically assigned the name that is listed in the first row (header). You dont have to define it in advance.

 

* Selection field 

Expected values of selection field items, for example header field material with items: wood, iron, stone etc

Example Excel file - Import companies

We have made an example import companies document. You can download it below.

 

Download Excel file - Import companies 

 
 
 

Get the most out of e-Captain!

e-Captain has a very extensive Member Management package. We offer several basic trainings which teach you to work with e-Captain in an accessible way.  The trainings take place at our office in  's-Hertogenbosch.

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To be able to support you optimally, it can be easy to look with you on your computer from a distance. We use TeamViewer to do this. TeamViewer makes it possible to take over your computer from a distance.

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This page was last updated on: 16 August 2018