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Link person to account

Assigns persons that have already been imported to a billing account, so that the account pays for the person.

Format
CSV (comma or semicolon), UTF-8
Access rights
Administrator, write contacts (CRM)
Example files
AFS_LINK_PERSON_beispiel_technisch.csv (technical column names)
AFS_LINK_PERSON_beispiel_anwender.csv (German column names)

In short: With this file you link existing persons to their billing accounts. Both must have been imported beforehand.

What you need this for

An account pays for one or more persons, for example a family. This assignment is created here. Without it, invoices and memberships lack the link between the person and the payer.

Before you start

  • Rights: You need the access right Imports (Importe) and be an Administrator with write access for Contacts (CRM) (Kontakte (CRM)).
  • Order: The persons must be imported via Persons and members and the accounts via Billing accounts. If one of the two is missing, the row is skipped.
  • Numbers: Use exactly the numbers from the two files.

Prepare the file

  • File name: The name must contain AFS_LINK_PERSON_ and end with .csv, for example AFS_LINK_PERSON_zuordnung.csv.
  • Header row: The first row contains the column names from the table below.
  • Separator: Comma or semicolon, the same throughout the file.
  • Size: From 4000 rows onwards, vynst splits the file into packages of 1000 rows each.

Columns

Column Required Content Example
Member number (PERSON_IDENTIFIER) yes Number of the person from the persons import. Also accepted: Mitglieds-Nr., Mitgliedsnummer, PERSON_ID 1001
Account number (COMPANY_IDENTIFIER) yes Number of the account from the accounts import. Also accepted: ACCOUNT_IDENTIFIER, Abrechnungskontonummer K-1001
IMPORT_IDENTIFIER_PREFIX no Prefix for the internal IDs of person and account. The default is AFS_CSV_. The setting applies to both. AFS_CSV_

Other columns in the file, for example first and last name for checking, are ignored.

Example:

PERSON_IDENTIFIER;COMPANY_IDENTIFIER;FIRST_NAME;LAST_NAME;IMPORT_IDENTIFIER_PREFIX
1001;K-1001;Lena;Hartmann;AFS_CSV_
1002;K-1001;Jonas;Hartmann;AFS_CSV_
1003;K-1003;Anna;Beispiel;AFS_CSV_

Example files: AFS_LINK_PERSON_beispiel_technisch.csv with the technical column names, AFS_LINK_PERSON_beispiel_anwender.csv with the German column names.

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

  • The file does not create persons and accounts. It only links existing ones.
  • A link is added. The file does not remove existing links.
  • Archived persons and accounts are also found.
  • After a repeated import, check the assignments at the account.

When something does not work

Message in the log Meaning What to do
Error: skipped missing identifier Member number or account number is missing. The row then appears as LINE-DATA. Add the detail and re-import only this row.
Error: skipped missing person or company The person or the account does not exist in vynst. The row then appears as LINE-DATA. First check the persons or accounts import and add missing records, then re-import only this row.
Error: skipped empty line An empty row was skipped. Nothing to do.
Processed N lines This many rows were processed. Nothing to do.
Error: less then one line The file contains no data rows. Check the file and header row.

See also