Intellisent Documentation Help

Data Import

Overview

The Data Import page allows you to upload and integrate external data into the system. This guide will walk you through the main sections and features of the page.

Excel import (Companies and Locations)

data-import-image.png

Preparing Data

Download the provided Excel template (or google sheet) file and fill in the necessary information according to the specified format. Make sure to follow the guidelines for each data field to ensure successful import.

excel-data-import-image.png
Open large image in a new tab.

Column

Header

Description

A

Code

Unique company identifier or shorthand code

B

EmailAddress

Company's primary email address

C

Name

Official company or branch name

D

PhoneNumber

Company's main telephone number

E

MobileNumber

Company's mobile contact number

F

TraderIdentityType

Classification of the business entity type

G

TraderIdentityNumber

Official business registration or tax ID number

H

IdSisc

PUESC SISC identifier

I

IsCarrier

Boolean indicating if the company provides carrier services

J

IsRecipient

Boolean indicating if the company receives goods

K

IsSender

Boolean indicating if the company sends goods

L

ShouldNotifyByEmail

Boolean for email notification preferences

M

City

City where the company/branch is located

N

CountryCode

Two-letter country code of the company's location

O

PostalCode

Postal/zip code of the company's address

P

Street

Street name of the company's address

Q

HouseNumber

Building number of the company's location

R

FlatNumber

Suite, unit, or apartment number (if applicable)

S

Voivodeship

Polish province where the company is located

T

IsActive

Boolean indicating if the company account is active (use 1 to indicate is active)

U

ExtensionData

Field for additional or custom data (leave empty)

V

LatLon

Geographical coordinates of the company's location (e.g. 51.229839,18.583717)

Example:

Code

EmailAddress

Name

PhoneNumber

MobileNumber

TraderIdentityType

TraderIdentityNumber

IdSisc

IsCarrier

IsRecipient

IsSender

ShouldNotifyByEmail

City

CountryCode

PostalCode

Street

HouseNumber

FlatNumber

Voivodeship

IsActive

ExtensionData

LatLon

PL001

info@kowalskisp.pl

Kowalski Spółka z o.o.

+48 22 123 4567

+48 601 234 567

0

1234567890

PL111111111100000

1

1

1

1

Warsaw

PL

00-001

Marszałkowska

126

Masovian

1

{"founded": "1995"}

52.2297,21.0122

PL002

kontakt@nowaktrans.pl

Nowak Transport

+48 12 987 6543

+48 602 345 678

0

0987654321

PL111111111200000

1

0

1

1

Kraków

PL

30-001

Floriańska

35

Lesser Poland

1

{"fleet_size": "20"}

50.0647,19.9450

PL003

biuro@wisniewski.com

Wiśniewski i Wspólnicy

+48 58 876 5432

+48 603 456 789

0

2468101214

PL111111111300000

0

1

0

0

Gdańsk

PL

80-001

Długa

8

3

Pomeranian

1

{"partners": "3"}

54.3520,18.6466

DE001

info@schmidtgmbh.de

Schmidt GmbH

+49 30 9876 5432

+49 170 123 4567

0

DE987654321

PL111111111400000

1

1

1

1

Berlin

DE

10115

Friedrichstraße

185

1

{"branches": "5"}

52.5200,13.4050

PL004

sklep@dabrowski.pl

Dąbrowski Sklep Spożywczy

+48 32 765 4321

+48 604 567 890

0

1357924680

PL111111111500000

0

1

0

1

Katowice

PL

40-001

Warszawska

5

Silesian

1

{"employees": "10"}

50.2649,19.0238

Importing Data

  1. Navigate to Import menu item

  2. Click on the "Upload" button

  3. Select the prepared Excel file from your local storage

  4. Click "Import" to start the process and wait for the confirmation message

Huzar HuzarSent v2 import (Companies and Locations)

huzar-sent-import-image.png

Open large image in a new tab.

Preparing Data

Export the HuzarSent data export file in XML format.

Importing Data

  1. Navigate to Import menu item

  2. Click on the "Upload" button

  3. Select the prepared XML file from your local storage

  4. Click "Import" to start the process and wait for the confirmation message

Last modified: 17 October 2024