{"id":21590,"date":"2022-04-11T13:59:44","date_gmt":"2022-04-11T11:59:44","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-smart-capture\/administrator-guide\/files\/third-party-repository\/"},"modified":"2026-05-13T09:39:54","modified_gmt":"2026-05-13T07:39:54","slug":"third-party-repository","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-smart-capture\/administrator-guide\/files\/third-party-repository\/","title":{"rendered":"Third-party repository"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li><a href=\"#R\u00e9f\u00e9rentieldetiers-R\u00e9f\u00e9rentieldetiers\">R\u00e9f\u00e9rentiel de tiers<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"#R%C3%A9f%C3%A9rentieldetiers-Acc%C3%A9der%C3%A0l'interface\">Access the interface<\/a><\/li>\n\n\n\n<li><a href=\"#R%C3%A9f%C3%A9rentieldetiers-Importerle%22r%C3%A9f%C3%A9rentieltiers%22\" data-type=\"internal\" data-id=\"#R&#xE9;f&#xE9;rentieldetiers-Importerle\" r=\"\">Import the &#8220;third-party repository&#8221;<\/a><\/li>\n\n\n\n<li><a href=\"#R%C3%A9f%C3%A9rentieldetiers-Ajouter\">Add<\/a><\/li>\n\n\n\n<li><a href=\"#R%C3%A9f%C3%A9rentieldetiers-Visualiser\">Visualize<\/a><\/li>\n\n\n\n<li><a href=\"#R%C3%A9f%C3%A9rentieldetiers-Editerle%22r%C3%A9f%C3%A9rentieltiers%22\">Edit the &#8220;third-party repository&#8221;<\/a><\/li>\n\n\n\n<li><a href=\"#R%C3%A9f%C3%A9rentieldetiers-Supprimeruntiers\">Delete a third party<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<h1 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieldetiers-R&#xE9;f&#xE9;rentieldetiers\">Third-party repository<\/h1>\n\n<h2 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieldetiers-Acc&#xE9;der&#xE0;l'interface\">Access the interface<\/h2>\n\n<p>To access the <strong>Third-Party Repository<\/strong> interface<\/p>\n\n<p>Click the <strong>Folders<\/strong> menu, and then click the <strong>Third-Party Repository<\/strong> section<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"548\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/referentiel-tiers-smartcapture-1024x548.png\" alt=\"\" class=\"wp-image-23693\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/referentiel-tiers-smartcapture-1024x548.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/referentiel-tiers-smartcapture-300x161.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/referentiel-tiers-smartcapture-768x411.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/referentiel-tiers-smartcapture.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>In this screen you will be able to find the list of third parties known by Capture. These could have been created from the videocoding or imported during your accounting import.<\/p>\n\n<p>Indeed, when Capture imports a third-party account, it automatically creates the third party that corresponds to it<\/p>\n\n<h2 class=\"wp-block-heading\">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=\"62\" height=\"86\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/import-smart-capture.png\" alt=\"\" class=\"wp-image-23690\"\/><\/figure>\n\n<p>An accompanying window for this import opens<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/2024-12-13-09_26_20-Open-Bee&#x2122;-Portal-Florian-BALZAN.png\" alt=\"\" class=\"wp-image-23699\"\/><\/figure>\n\n<p>Type: Type of third party you want to import<br\/>Separator: Separator used in the file (For tabbing, use the TAB shortcut)<br\/>File: CSV file to import<br\/>Remove Tiers: Option to delete tiers already present in Capture prior to import<\/p>\n\n<h2 class=\"wp-block-heading\">Details<\/h2>\n\n<p>Your CSV file must contain a header line. Each header must match a name or index id of the selected third-party type. The column for entering the names of the third parties should be named &#8220;NAME&#8221;.<br\/>The values entered in your file will then be imported. By default:<br\/>\u2013 Empty values will be ignored.<br\/>\u2013 Values already in Scan Capture are considered &#8220;Days&#8221;. If you want to force the use of the values present in your file, 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;rentieldetiers-Ajouter\">Add<\/h2>\n\n<p>From the &#8220;Third-party repository&#8221; tab you can add, view and edit the &#8220;third-party repository&#8221;.<\/p>\n\n<p>To add:<\/p>\n\n<p>Click on the button  <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922478.png\"\/><\/p>\n\n<p>Choose the type of third party<\/p>\n\n<p>Fill in the <strong>form<\/strong><\/p>\n\n<p>Click the <strong>Save<\/strong> button<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieldetiers-Visualiser\">Visualize<\/h2>\n\n<p>From the &#8220;<strong>Third-party repository<\/strong>&#8221; tab, you can view the &#8220;file of a type of third party&#8221;:  <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"556\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/smart-ref-sele-1024x556.png\" alt=\"\" class=\"wp-image-23696\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/smart-ref-sele-1024x556.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/smart-ref-sele-300x163.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/smart-ref-sele-768x417.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/smart-ref-sele.png 1373w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p><\/p>\n\n<h2 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieldetiers-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.<\/p>\n\n<p>Click <strong>Save<\/strong><\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/2024-12-13-09_30_03-Open-Bee&#x2122;-Portal-Florian-BALZAN-1.png\" alt=\"\" class=\"wp-image-23708\"\/><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"R&#xE9;f&#xE9;rentieldetiers-Supprimeruntiers\">Delete a third party<\/h2>\n\n<p>To remove a third party, simply click on the &#8221; <strong>X<\/strong> &#8221; button next to the third party name.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/12\/2024-12-13-09_30_26-Open-Bee&#x2122;-Portal-Florian-BALZAN-1.png\" alt=\"\" class=\"wp-image-23711\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Third-party repository Access the interface To access the Third-Party Repository interface Click the Folders menu, and then click the Third-Party Repository section In this screen you will be able to find the list of third parties known by Capture. These could have been created from the videocoding or imported during your accounting import. Indeed, when [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":21576,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-21590","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21590","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=21590"}],"version-history":[{"count":3,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21590\/revisions"}],"predecessor-version":[{"id":24147,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21590\/revisions\/24147"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21576"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21590"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}