Wholesale Banking

Copy address book from IBP to InsideBusiness

Instructions & error handling

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1- Home page IBP

Menu: Payments

Address book

Step 1: Download address book from IBP to InsideBusiness

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2- Address book.

Select: All

3- Download addressees

Save as – Comma Separated Value Note: the name of the file must not be longer than 200 characters

Step 2 and 3: Download address book from IBP

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4- InsideBusiness main menu

Transaction Services

Address book

Step 4: Import address book in to InsideBusiness

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5- Address book

More actions

Import

Step 5: Import address book in to InsideBusiness

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Error messages - result of the import

The result of the import of the .cvs file could result in an error. This is an example of a pop-up message indicating an error occurred.

A list of possible error messages and how to fix them is described in the following pages.

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Error Messages – how to fix them

Nr Error description Explanation & how to fix them001 File content is not supported. Please

refer to Knowledge Centre, section Transaction Services and option Address book.

This error message occurs if the file you are trying to import was not created via the “download addressees” option in IBP. You might have created it by using the “export” option in stead of “download addressees”. Please download the file again from IBP using the ‘Download addressees’ option as described on previous pages in this instruction and after that import the file again in Inside Business.

002 This file extension is not supported. Please select a file with file extension(s): csv. Please refer to Knowledge Centre, section Transaction Services and option Address book.

The file you are trying to import does not have a .CSV extension. Please make sure that the file you saved in Step 3 is indeed a Comma SeperatedValue file (.CSV). If the file does not have a CSV extension, then please repeat step 1,2, and 3..And please make sure that the file you have selected during Step 4 to import into Inside Business is indeed the same file that was created during step 1, 2 and 3.

003 Error at row X: Duplicate addressee account found. Please refer to Knowledge Centre, section Transaction Services and optionAddress book.

This message occurs if in the IBP address book the same IBAN occurs twice (or more) for the same addressee. These duplicate IBAN’s are not accepted in the Inside Business address book. Please follow the instructions on the next pages to solve this error.

Other errors are unlikely to occur but if this happens they should be self-explanatory, i.e. easy to understand. If you can’t solve them then please contact your regular ING support contact.

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Error Message: Duplicate addressee account found (1/3)

ERROR: Duplicate addressee account foundThis error message indicates that in the IBP address book the same IBAN occurs twice for an addressee. It also indicates at which line in the CSV file the second occurrence for that IBAN can be found. In this case at line nr 7 of the .CSV file.

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1- Retrieve the .csv file downloaded from IBP. Identify the addressees names in the indicated row(s) with errors.

b) In the IBP address book, search the addressee(s) which needs to be modified. In this example: Mauritius Counterparty.

How to fix this errora) First the Addressee needs to be identified for which the same IBAN occurs twice. Retrieve the .csv file downloaded from IBP and

identify the addressees names in the row number indicated in the error. In this case at row number 7 and it is identified as addressee “Mauritius Counterparty”.

Error Message: Duplicate addressee account found (2/3)

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c) Open the record for this addressee and delete one of the two records and confirm this deletion.

d) From this step onwards, the process described from Step 1 to 5 to download and import the address book has to be followed:

In IBP:select all addressees, download addressees, generate .csv file and save it.

Inside Business: Import new csv file with amended error(s).

Error Message: Duplicate addressee account found (3/3)

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Frequently Asked Questions – Address book (1/2)

Question: Who can answer my questions about Importing the address book from IBP into InsideBusiness?Answer: If you still have questions after following the provided instructions in this document and/or instruction video, please contact your

regular ING contact person/team. Contact details are available on our website.

Question: Can I make changes to the IBP address book after I have uploaded it in InsideBusiness?Answer: Your IBP address book will still be available. We strongly recommend making all changes in your new address book in

InsideBusiness as this is the address book you will be using from the moment the new InsideBusiness Module will be activated for you. Should you need to make changes in the IBP address book, then please note that these won’t be automatically updated in InsideBusiness.

Question: Can I make changes to the downloaded .csv file?Answer: Modifying the .csv file and then importing it in to InsideBusiness will results in most cases in unsuccessful import results.

If adjustments are needed to the addressees in the CSV file then we recommend to make the adjustments in the IBP address book and then create a new .csv to be imported in InsideBusiness.

Question: Can I import any other address book file into InsideBusiness?Answer: It is not possible to upload other address book files than the ones downloaded from IBP.

Question: If I already have an address book in InsideBusiness, what happens with that address book in InsideBusiness if a new address book from InsideBusiness is imported?

Answer: The already existing address book in InsideBusiness will be overwritten by the addressees from the newly imported CSV file.

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Frequently Asked Questions – Address book (2/2)

Question: After importing the .csv file, I see non-alphanumeric / unicode characters in the new address book in InsideBusiness. Can I correct them?

Answer: Best way to modify these characters is to change these in the new InsideBusiness address book. So there is no need to change these in IBP. Choose Menu: Transaction services

Address book. Select the record to modify