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Change one field for many accounts

Sets 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.

Format
CSV (comma or semicolon), UTF-8
Access rights
Administrator, write contacts (CRM)
Example file
konten-feld-beispiel_technisch.csv (download)

In short: Per row, you write one billing account, the name of the field and the new value. For example, you can change the company name or a flat rate for many accounts at the same time.

What you need this for

If a detail changes for many accounts at the same time, for example after a price increase or a renaming, this file is faster than doing it by hand.

Before you start

  • Rights: You need the access right Imports (Importe) and be an Administrator with write access for Contacts (CRM) (Kontakte (CRM)).
  • Account number: The column ACCOUNT_IDENTIFIER needs the account number as it is stored in vynst (for example K-1001), or the imported ID of the account (for example AFS_CSV_K-1001), or the short name. A pure number such as 1001 is understood by vynst as an internal record number. Check a test row first on an account you know.
  • Backup: Before larger changes, export your accounts.

Prepare the file

  • File name: Free choice, it must end with .csv. The file is recognised by its header row.
  • Header row: ACCOUNT_IDENTIFIER;UPDATE_SINGLE_FIELD_NAME;FIELD_VALUE. A comma instead of a semicolon also works. Instead of ACCOUNT_IDENTIFIER, COMPANY_IDENTIFIER is also possible.
  • Per row: one account, one field, one value.

Columns

Column Required Content
ACCOUNT_IDENTIFIER (or COMPANY_IDENTIFIER) yes Account number, imported ID or short name, see above
UPDATE_SINGLE_FIELD_NAME yes Name of the field, see table below. An empty cell is skipped.
FIELD_VALUE yes New value. An empty cell is skipped.

Fields:

Field Spellings in UPDATE_SINGLE_FIELD_NAME Value
Company name (Firmenname) Firmenname, COMPANY_NAME, NAME, name, companyName Text
Fixed price surcharge 1 (Fixpreis-Zusatz 1) FIXED_PRICE_ADDON_ONE Amount, for example 12.50 or 1.234,56
Fixed price surcharge 2 (Fixpreis-Zusatz 2) FIXED_PRICE_ADDON_TWO Amount, for example 12.50 or 1.234,56
Number of linked persons (Anzahl verknüpfter Personen) LINKED_PERSON_COUNT whole number

Special values:

Value Effect
SET_IW_EMPTY The field is set to an empty text.
SET_IW_NULL The field is cleared.
ADDON_DATA plus field name, for example ADDON_DATAmeinFeld The value is taken from the additional field meinFeld of the account. For fixed price surcharges, the previous amount is first saved in the additional field lastFixedPriceAddonOne or lastFixedPriceAddonTwo.

Example (contents of the example file, the field names are in the column UPDATE_SINGLE_FIELD_NAME):

ACCOUNT_IDENTIFIER;UPDATE_SINGLE_FIELD_NAME;FIELD_VALUE
AFS_CSV_K-1001;COMPANY_NAME;Familie Hartmann
AFS_CSV_K-1003;FIXED_PRICE_ADDON_ONE;12.50
AFS_CSV_K-1003;FIXED_PRICE_ADDON_TWO;7.50
AFS_CSV_K-1001;LINKED_PERSON_COUNT;2

Example file: konten-feld-beispiel_technisch.csv

How to proceed

  1. Open Settings → Import (Einstellungen → Import).
  2. Click Add (Hinzufügen) and select the file.
  3. Wait until the entry is green or red.
  4. Check the log for rows with Error:.

Good to know

  • Effective immediately: There is no preview. The changes apply with the import.
  • Empty values: vynst skips an empty cell in FIELD_VALUE or UPDATE_SINGLE_FIELD_NAME without a message. To clear a field, write SET_IW_EMPTY or SET_IW_NULL.
  • Several rows for the same account: They are applied one after another. The last row wins.

When something does not work

Message in the log Meaning What to do
Error: skipped missing ACCOUNT_IDENTIFIER / COMPANY_IDENTIFIER The account number is missing. The row then appears as LINE-DATA. Add it and re-import only this row.
Error: account / company not found The account cannot be found with this detail. The row then appears as LINE-DATA. Check the account number, re-import only this row.
Error: unknown field to update The field name is unknown. The row then appears as LINE-DATA. Use the field names from the table.
Read: N rows This many rows were read. Nothing to do.
Info: split into N files The file was split into packages of 500 rows each. Nothing to do.
Error: less then one line The file contains no data rows. Check the file and header row.

See also