Automatically translated from Dutch. Some wording may be inaccurate.
The import process consists of three steps: reading an import file, validating the data and finally importing it.
Read file
This button opens a submenu with the supported import formats:
•Excel file
•Freepack debtor export file (module 163, version 3)
•Freepack debtor export file (module 724, comma-separated)
After choosing the format, a dialog opens to select the file. The default location can be configured. Regelneef then validates the contents and displays them in the import module.
Regelneef must determine whether a debtor already exists and should be updated, or is completely new. This is called the Status and is determined by debtor number. The status New or Update is shown in the first column using distinct colours.
 | Grey columns If a column is absent from the import file, Regelneef displays it in grey. Grey columns are never imported. For Update records, the client's existing value in that field is therefore preserved. |
Validate
Regelneef validates the data, for example by checking the country against the corresponding table. Values not found in a Regelneef table are reported in the Problems column.
If a table value cannot be found, such as a country name, first open the Countries table to investigate. Then change the import value by double-clicking the row, editing the field in the details screen and saving. Click Validate to check again and clear the message. If an Excel file needs many changes, it may be easier to edit the file and read it again.
| Table The value in the table itself may be incorrect or missing. In that case, correct the table and validate the import data again. |
| Affiliate For Insert records, an affiliate must be assigned if it is still empty. To fill all missing affiliates at once, open a row's details, select the correct affiliate and enable Use this affiliate for other missing affiliates too. |
| Delete If a group of records should not be imported, select them and click Delete to remove them from the import module. |
Import
When validation no longer reports any problems, click Import to import the data.