Imported card file not updating

[WMack]

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.  Please advise.

[Yanike_S]

Hi @WMack 

Thanks for your post. 

To update the Salesperson fields on a customer when importing, this will need to include 2 Fields:

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 Salesperson in the software. 

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.

Please let us know how you get on!

[WMack]

Hello

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.  I did as suggested but got the following erroes;

0 records imported without errors.
8 records imported with warnings.
211 records skipped.

Summary of errors
Error -2533: This Card ID already exists.
Enter a different Card ID.
Warning 312: Card ID not unique; Card ID substituted.

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]

This is how my import file looks (dummy data)

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

[Yanike_S]

Hi @WMack 

If the import failed, the first thing to do is check the the import log. This helps you troubleshoot the cause of the errors or warnings.

Also, if you've updated data that already exists in your company file, select the Update existing data option. This will update the existing records and add any new data.

[WMack]

Hi Yanike

I have been selecting update data as I am updating the Salesperson in certain Customers cards so they are all existing.  I am selecting match cards using the Co./Last Name as I believe that is correct.  I want it to match the customer then update the Salesperson field.  I am getting these errors;

Summary of errors
Error -2533: This Card ID already exists.
Enter a different Card ID.
Warning 312: Card ID not unique; Card ID substituted.

Such a simple process i thought.

[Yanike_S]

Hi @WMack 

Could you please add the entire import log to the post as it will give you more detailed information. Also could you add a copy of the file you are trying to import to I can investigate this further. 

[WMack]

Hi Yanike

How do I send these files privately please.

[WMack]

Hi Yanike

I have attached the full import log file but waiting for you to advise how to send the import file privately to you.

[Yanike_S · Accepted solution]

Hi @WMack 

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.