Imports
The most important files for moving data into vynst (inwendo ERP): members, accounts, products, bank statements, events and staff. Every import comes with an example file to download.
How imports work in general and in which order to run them →
Login and sessions
Billing
- Products (simple)You create membership-fee products with a few details, or update them via the same product number.
- Products (full)You create products with all important details, optionally with conditions, sections, offers and rooms.
- Update pricesYou create a new version of existing products with a new name and new prices. The old product is kept.
- Import subscriptionsYou import subscriptions, i.e. products per account and person, with start date, end date, payment type and quantity.
- SEPA direct debit dataYou store IBAN, mandate and account holder for each billing account and switch it to direct debit.
- VouchersYou take over existing vouchers with their initial value and remaining open amount from your previous system.
- PaymentsYou take over payments to accounts, persons and sections from a CSV file.
Accounting
- Bank statement CAMT (XML)You import bank statements in CAMT (XML) format from your online banking.
- Bank statement CAMT as CSVYou import bank statements in CAMT CSV format, for example from Sparkasse.
- Bank statement MT940You import bank statements in MT940 format from your online banking.
- Bank transactions as CSVYou import bank transactions from a CSV file that is not in CAMT format.
CRM
- Persons and membersCreates persons or updates them by their member number, with address, contact details, joining, leaving and roles.
- Billing accounts and companiesCreates or updates billing accounts, with contact, address and bank details for direct debit.
- Link person to accountAssigns persons that have already been imported to a billing account, so that the account pays for the person.
- Contacts from vCardTakes over contacts from an address book file (vCard) as persons, optionally with an account.
- Change one field for many personsSets a single field, for example newsletter or member until, for many persons at once in a list.
- Change one field for many accountsSets a single field of a billing account in a list, for example the company name or a flat-rate surcharge, for many accounts at once.
- Notes for personsAdds a note to existing persons without losing their previous notes.
- Joining and leaving datesAdds joining and leaving dates from your list to existing persons.
- Sections and categoriesCreate or change sections, with short code, description, parent category and an optional access tag.
- Role typesCreate or change role types, with order and settings for recording roles.
- MembershipsCreates or updates memberships, with person, product, section, period and payment type per row.
- Change membership productYou swap one product for another in many memberships, optionally from a reference date.
- End membership productYou end a product in many memberships, each from a reference date.
- QuotasGift or credit a person a fixed number of registrations for selected events.
Locations and bookings
Staff
- Organisational unitsYou create the organisational units for staff management, with time-tracking rights and leadership.
- Employment contractsYou create the employment contracts of your staff or change them, with term, hours and contract group.
- QualificationsYou create the qualifications of your staff, such as training courses or licences, with description and ranking.