Imported card file not updating

Question

I need to change the Salesperson on a selected number of our Customers to a new Salesperson.Everything appears fine and no errors on the import but the Salesperson isn't updating.&nbsp; Please advise.

yanike_s · Accepted Answer

Hi&nbsp;WMack&nbsp;
&nbsp;
It seems like you are using Card ID instead of Salesperson Card ID, this is a different field. Card ID is the field that matches your customer cards. As for the warning message, it seems that 8 import lines don't have an ID entered. Make sure to change the header to Salesperson Card ID and check if these 8 are a different salesperson and that they have a Salesperson Card ID entered in the software.

yanike_s · Answer

Hi&nbsp;WMack&nbsp;
&nbsp;
Thanks for your post.&nbsp;
To update the Salesperson fields on a customer when importing, this will need to include 2 Fields:
&nbsp;
1. Salesperson field including the Last Name, First Name of the Card File. (IE: Long, Alan)
2. Card ID (IE: EMP00002)

Both fields are required to update the&nbsp;Salesperson in the software.&nbsp;
&nbsp;
Note that if your Employee Card does not have a Card ID, you will need to enter one and edit your Import File to reflect this information.
&nbsp;
Please let us know how you get on!

wmack · Answer

Hello&nbsp;I only need to update the Salesperson field for specific customer accounts so assuming I'd need 3 fields Co./Last Name, Salesperson and Card Id.&nbsp; I did as suggested but got the following erroes;&nbsp;0 records imported without errors.8 records imported with warnings.211 records skipped.Summary of errorsError -2533: This Card ID already exists.Enter a different Card ID.Warning 312: Card ID not unique; Card ID substituted.&nbsp;I have tried everything with this ever so simple change I need to do but at least knowing that the Card Id is needed is getting me closer I think ( this should be noted in the Import Customer Card help notes)

wmack · Answer

This is how my import file looks (dummy data){}&nbsp;&nbsp;Co./Last NameSalespersonCard IDACME CompanyAmmari, SaidEMP6

yanike_s · Answer

Hi&nbsp;WMack&nbsp;
&nbsp;
If the import failed, the first thing to do is check the&nbsp;the&nbsp;import log. This helps you troubleshoot the cause of the errors or warnings.
&nbsp;
Also, if you've updated data that already exists in your company file, select the&nbsp;Update existing data&nbsp;option. This will update the existing records&nbsp;and&nbsp;add any new data.

wmack · Answer

Hi Yanike&nbsp;I have been selecting update data as I am updating the Salesperson in certain Customers cards so they are all existing.&nbsp; I am selecting match cards using the Co./Last Name as I believe that is correct.&nbsp; I want it to match the customer then update the Salesperson field.&nbsp; I am getting these errors;&nbsp;Summary of errorsError -2533: This Card ID already exists.Enter a different Card ID.Warning 312: Card ID not unique; Card ID substituted.&nbsp;Such a simple process i thought.

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Imported card file not updating

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{}
Co./Last Name	Salesperson	Card ID
ACME Company	Ammari, Said	EMP6