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Counterparties settings

Open Settings, then Counterparties. This is the admin list. The sidebar page that every member can open is Browse counterparties. The steps for merge, the CSV template, and the creation lock are on Merge, import, and who can add.

What this page contains:

  • Search by legal name, trading name, or company number.
  • Sort by name, contracts, created, or last modified.
  • Edit {name} to change that counterparty, then Save.
  • Possible duplicates, Merge selected, the Surviving record, and Confirm merge.
  • Who can add counterparties, set to All members or Admins only.
  • Import CSV, Download template, and Import counterparties.

The template headers are Legal name, Trading name, Company number, Address line 1, Address line 2, City, Region, Postcode, Country, Website, and Email. The file is counterparties.csv, UTF-8, at most 5 MB and 5,000 data rows. Matching rows can be Update blanks only, Overwrite, or Skip.

Admins only stops a member from creating a counterparty by name and from editing details. Linking an existing counterparty stays allowed. The default is All members.