Import Partner Identifiers

Overview

Select Import Partner Identifiers on the Manage Partners screen.

Upload a CSV file to specify the identifiers for several Partner companies at once. These values identify the Partner company in TraceLink messages. Identifiers can be set at both the company and location level.

File to Upload

  • CSV File – The correctly formatted CSV file containing partner identifiers.

    The CSV file must be properly formatted or it will not be accepted by TraceLink.

    When downloading a CSV file, select Save rather than Open, and:

    • View the file in MS Excel. See Export a CSV File to Excel in Troubleshooting.
    • View the CSV file in a text editor.

    The following example is truncated for viewing because of the large amount of element headers. For the complete list of element headers, see the Element Headers drop-down below.

    • CompanyName – The name of the trade partner company.
    • Identifier – The identifier types and values associated with the trade partner company.
    • Action – Indicates whether the identifier needs to be added or removed. Valid values:
      • ADD – Indicates that the company identifier needs to be added to the Manage Partners screen.
      • DELETE – Indicates that the company identifier needs to be removed from the Manage Partners screen.

      If no value is entered in Action column, TraceLink ignores any entries in the row.

    ABC
    CompanyNameIdentifierAction
    RxLogisticsHIN 5762345ADD
    RxLogisticsDUNS 123456789 
    RxLogisticsGLN 5762345DELETE

Available Actions

  1. Select Choose File.
  2. Browse for and select the desired CSV File.
  3. Select Submit.

    The Manage Partners screen displays.

Error Messages

Error Message Description
The identifiers could not be added because the file contains the following errors. Please correct the errors and import the file again. [List of Errors]. File fails validation.
Invalid file format - header must contain the columns "CompanyName”,”Ident​ifier”,”Action”, and no spaces. The header does not contain exactly 3 columns.
File header is missing a column called [Column Header] in the [#] column. One of the column headers does not match the expected value.
Partner [Company Name] does not exist. Trade Partner does not exist.
%s is not a valid partner identifier. Partner identifiers must be formatted as [idtype] [idvalue]. Identifier is not of the form Idtype Idvalue.
Invalid id type [idtype]. Id type must be one of "AR_CUIT", "BR_CNES", "BR_CNPJ","BR_CPF", "BR_PROF_REG", "CN_NUMBER", "COMPANYID", "COMPANYSITEID", "DEA", "DUNS", "DUNS_PLUS_4", "GCP", "GLN", "HIN" and "SGLN." ID type does not match one of the valid Idtypes.
Action must be left empty or contain "ADD" to add an identifier or “DELETE” to delete an identifier. One or more entries in the Action column of the imported file is not empty and includes text other than "ADD" or "DELETE".
Identifier [ID Type Indicated in File] [ID Value] cannot be added since the identifier value [ID Value] has already been assigned to partner [Partner Name] and identifier type [ID Type Already Used] [ID Value]. Action is blank (to indicate add) and Identifier value is used to identify another entity in the company's master data.
Identifier [Identifier] cannot be deleted since it does not belong to this partner. The identifier does not exist for the Trade Partner and therefore cannot be deleted.
Cannot delete identifier. Partner must have at least one identifier. The Trade Partner must have at least one identifier, so the remaining identifier cannot be deleted.