{"id":21131,"date":"2022-04-11T13:55:50","date_gmt":"2022-04-11T11:55:50","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-scan-capture\/administrators-guide\/configuration\/third-party-repository\/"},"modified":"2026-05-13T09:36:13","modified_gmt":"2026-05-13T07:36:13","slug":"third-party-repository","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-scan-capture\/administrators-guide\/configuration\/third-party-repository\/","title":{"rendered":"Third-party repository"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieltiers-Importerle&quot;r&#xE9;f&#xE9;rentieltiers&quot;\">Import the &#8220;third-party repository&#8221;<\/h2>\n\n<p>You can import third parties into Capture via a CSV file using the  <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"57\" height=\"57\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/06\/image.png\" alt=\"\" class=\"wp-image-11521\"\/><\/figure>\n\n<p>An accompanying window for this import will open<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"485\" height=\"387\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/06\/image-1.png\" alt=\"\" class=\"wp-image-11522\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/06\/image-1.png 485w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/06\/image-1-300x239.png 300w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/figure>\n\n<p><u>Folder<\/u>: Capture folder for which you want to import third parties<br\/><u>Type<\/u>: The type of business partner you want to import<br\/><u>Separator<\/u>: Separator used in the file (For tabbing use the shortcut TAB)<br\/><u>File<\/u>: CSV file to import<br\/><u>Delete Tiers<\/u>: Option to delete tiers already present in Capture before import<\/p>\n\n<h3 class=\"wp-block-heading\">Details<\/h3>\n\n<p>Your CSV file must contain a header row. Each header must match a name or index id of the selected party type. The column used to fill in the names of third parties should be named &#8220;NAME&#8221;.<br\/>The values entered in your file will then be imported. By default:<br\/>&#8211; Blank values will be ignored.<br\/>&#8211; Values already in Scan Capture are considered &#8220;Up-to-date&#8221;. If you want to force the use of the values present in your files, you must add the suffix &#8220;_FORCE&#8221; to the header of the desired columns.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieltiers-Visualiser\">Visualize<\/h2>\n\n<p>From the &#8220;<strong>Third-party repository<\/strong>&#8221; tab, you can view and edit the &#8220;<strong>third-party repository<\/strong>&#8220;:  <\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/278200654.png\" alt=\"\"\/><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieltiers-Editerle&quot;r&#xE9;f&#xE9;rentieltiers&quot;\">Edit the &#8220;third-party repository&#8221;<\/h2>\n\n<p>To edit it, simply click in the column to be edited in order to enter\/modify a value. Registration is done automatically.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/278200655.png\" alt=\"\"\/><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieltiers-Supprimeruntiers\">Delete a third party<\/h2>\n\n<p>To delete a third party, simply right-click on the corresponding line and then click on &#8220;<strong>Delete<\/strong>&#8220;:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/278200656.png\" alt=\"\"\/><\/figure>\n\n<p>If a deletion or change has been made on this page then a reinterpretation of the documents in the relevant file will be made<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Import the &#8220;third-party repository&#8221; You can import third parties into Capture via a CSV file using the An accompanying window for this import will open Folder: Capture folder for which you want to import third partiesType: The type of business partner you want to importSeparator: Separator used in the file (For tabbing use the shortcut [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":20998,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21131","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21131"}],"version-history":[{"count":1,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21131\/revisions"}],"predecessor-version":[{"id":21132,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21131\/revisions\/21132"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20998"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}