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Guide Overview

We will explain the process for synchronizing NP deferred payment purchasing company information as a Sanka company and keeping customer data up to date.

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Advance preparation

  • NP deferred payment cooperation guide has been completed (if not completed, please implement “NP deferred payment cooperation guide” first)
  • The input policy for basic information (company name, address, telephone, email) required for company objects has been determined.

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Step 1. Start importing companies

  1. Open the Company object in Sanka.
  2. Click Import at the top of the screen.
  3. Select Linked service as the import source and specify NP deferred payment.

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Step 2. Check and import field mapping

NP deferred payment company import screen
  1. Check the correspondence between NP deferred payment items and Sanka company properties.
  2. Set to sync only the items you need (for example, company name, contact person, phone, email).
  3. Run Create to import.

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Step 3. Export companies from Sanka

  1. In the company object, select the company you want to reflect in NP deferred payment.
  2. Click Export and specify NP deferred payment as the link destination.
  3. Check and perform item mapping as necessary.

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Step 4. Check the sync result

  1. Check the contents of the target company for import /Once the output is complete.
  2. If there are any omissions, review the missing required information and input format.

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Step 5. Operational points

  • First try it with a few companies, and if there are no problems, expand the scope.
  • It is easier to manage the items to be synchronized by limiting them to only those necessary for operation.
  • To reduce spelling errors in company names and addresses, it is best to set input rules.