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This article explains how to import Bank Codes into APM

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Workflow

1. Download the attached excel template for the Bank Codes import.

View file
nameImport banks.zip
height150

2. Fill in the data in columns:

Code

Comment

Data type

Mandatory

Code

Is a mandatory field that serves as a unique identifier of this bank in the system.

varchar(10)

Should be max 10 symbols long, capital letters only, spaces and some of the special signs are not allowed (e.g. !,?,*,%);
However, there are still signs that are allowed (/,&). So you'd better test it by adding dummy Bank Code under General Codes from the user interface;

X

Sort

Defines the order of banks in the list. The codes with the smallest Sort will be shown first in the list.     

integer

Only values in range 0-999 are allowed;

Text

Bank name.

varchar(100)

Should be max 100 symbols long.

Swift

Swift code of the bank (if applicable)

varchar(11)

Should be max 11 symbols long.

Address line 1

usually used for the city

varchar(40)

Should be max 40 symbols long.

Address line 2

usually used for the street name

varchar(40)

Should be max 40 symbols long.

Address line 3

usually used for the building no

varchar(40)

Should be max 40 symbols long.

Bank Country

Code of the country where the bank is.
Refers to PWCOUNTRY.COUNTRYCODE table.

varchar(2)

Only 2 digit abbreviations of countries are allowed
e.g. NO - Norway

Post Code

Zip code.

Should be previously setup under Tables > Regions Editor > Post Codes

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varchar(100)

Should be max 100 symbols long.

Post Place

Location.

Should be previously setup under Tables > Regions Editor > Post Codes

varchar(100)

Should be max 100 symbols long.

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3. Copy the sql select for those lines into the SQL Studio;

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4. Use CTRL+F in SQL Studio to search for all lines with ".
Substitute all the signs " with the empty values.

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5. Run the insert statement.

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6. Refresh APM and open General Codes. You will see that the new Banks were added into the system.

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7. We recommend you to run the insert in the Test system first to see that it works fine and only after apply the same changes in Prod.