Address import via Excel

For the one-time or recurring import of addresses as company contacts into Vertec, a generic Excel import is available into the address management. The source addresses are copied into the columns provided for this purpose in Excel and imported from Excel into Vertec.

The first row with the column headings is protected and may not be changed. Columns may not be added, renamed or removed. For custom additions such as additional fields or keywords, please contact your Vertec advisor.

Please make sure that you have a backup of the existing database before importing, which you can restore in case of an error.

The file (from Vertec 6.7) is available for download here: Vertec addressimport.xlsm .
Vertec Versions before 6.6: Vertec address import before 6.6.xlsm .
Vertec version 6.6: Vertec address import before 6.7.xlsm .

A company address is created from the green columns with the titles Company.. – if it does not already exist: During the import, the company name, address and ZIP code are compared with existing company addresses. If company name, address and ZIP code exactly match, no new company address is created. If company name and ZIP code do not match, a new company address is created. In case of different spellings (e.g. “Baslerstrasse” vs “Baslerstr.”) no match is found and a new company address is created accordingly.

From the blue columns with the titles Contact.., if a company name is in the first column, a contact is created, otherwise a person.

When importing, the company name, address and ZIP code are compared with existing company addresses. If the company name, address and ZIP code match and if the contact with first name and surname is not yet with this company, a new contact from the existing company address is added.

If the company name, address and zip code do not match, a new company address is first created, to which the contact is then attached.

If there is no company name in the first column, a person is created from the blue columns with the titles Contact.., otherwise a contact is created.

Importing a person does not check whether a person or contact already exists with the same first and last name.

• Advisor Shortcuts: Assigns the imported addresses to the users in Vertec as advisor when importing. The editor shortcuts defined in Vertec are expected to be entered in this column.
• Gender: One of the following values must be entered here: male for male, female for female, or one of the values entered as Additional genders in the system settings Addresses.

There are columns in which only one value needs to be entered if it differs from the standard in Vertec:

• Language: if not specified, the default language is used in Vertec.
• Contact FormOfaddress, Contact salutation, Contact complimentary formula: fill in only if the automatically calculated formOfaddress/salutation/complimentary formula is not to be used in Vertec.
• Company Alias, Contact Alias: enter only if you want to override the automatically created alias in Vertec.

The following SQL folder displays all addresses created on a specific date:

• Class: Address entry
• SQL Expression Firebird: CreationDateTime >= '\1' AND CreationDateTime < '\1'+1
• SQL expression MS-SQL: creationdatetime>="\1" and creationdatetime<cast("\1" as datetime)+1
• Show search dialog

All addresses of the import date can be shown.