Kornit X | Company Import

Kornit X | Company Import


At Kornit X we have developed and offered this quick solution to create multiple companies at once.

How Do I Use This Imports?

To be able to access this import, simply head to the "Companies" section which is found in the top corner cog wheel of the system. This has been shown below.

To import or export the product data simply use the the "Import" and "Export" options which we have highlighted below for you. 

What Can I Do With The Export?

With the companies export you can access your company data in one quick CSV and using this you can overwrite and update certain elements such as the company name, default email, admin company ID, setting the retailer or fulfiller IDs (used when creating Dropship companies), deactivating/activating companies and the explainer name. 
To import an update you must include the "company_id", "company_ref_id" and "external_ref" which will be included when you run the export, you must not change these fields as the import will fail. 
If you plan to change the type of the company we recommend not using this as there are certain fields, it would be easier to make a new company and deactivate the one you wanted to change.

What Does Each Header Mean?

Below is a breakdown for each header of the import, and the explanation for each header. 
Header ID
What Does This Do?
company_id
The company ID, please leave blank is making a new company and leave the ID if making an update to an existing company.
comany_ref_id
This is the same as the company_id so above rules apply here too. 
company_name
Simply, the name of your company.
external_ref
An external ref ID which is not required but can be set if you want to have a separate reference from the company ID.
type
This is the company type ID. This needs to be either one of the following - 1 - (Retailer), 2 - (Production Centre), 4 - (Dropship), 16 - (Fulfiller), 64 (Organisation).
default_email
The email that you want set to the company by default.
technical_contact
An optional field where you can set the email to your Kornit X technical contact.
bounding_user_role_id
This is the user ID for the technical contact but note this is only optional.
retailer_company_ref_id
The retailer company ref ID (Only needed when making a dropship company). 
supplier_company_ref_id
The fulfiller company ref ID (Only needed when making a dropship company).
admin_company_ref_id
The admin company ref ID, which can be set if you have an admin company. If not please leave blank. This also needs to be left blank if you are creating an admin company via the import. 
explianer_user_id
The user ID for the Kornit X explainer associated to your company. Only an Optional field.
is_deactivated
To deactivate or activate a company - Please use a "1" value to deactivate, and a "0" value to activate the company. P
type_name
The type name needs to be set in conjunction with the type ID so the same as before - 1 - (Retailer), 2 - (Production Centre), 4 - (Dropship), 16 - (Fulfiller), 64 - (Organisation).
admin.company_name
Your admin company name to be used in conjunction with the admin ref ID
retailer.company_name
Your retailer company name to be used in conjunction with the retailer ref ID
supplier.company_name
Your supplier company name to be used on conjunction with the supplier ref ID.
explainer.username
The explainer username to be used in conjunction with the explainer user ID. Only an optional field.
explianer.firstname
The explainer first name. only an optional field.
explainer.lastname
The expaliner last name, only an optional field.
bounding_user_ref_id
The bounding user ref ID, only an optional field
bounding_user_role.name
The bounding user role name, only an optional field

Do You Have An Example Of The Headers?

Yes, attached to this article is an example of the company import headers which you need to be able to create companies.

How Do I Need To Save My CSV File?

Simply save your file as a CSV but please ensure you have "quote all text cells" set and set the character set to the Unicode-8 (UTF-8) option as this is best with our system.

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