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Eswari's avatar
Eswari
Contributing User
2 years ago
Solved

Importing Supplier Card File to make Status Inactive

Hi, our supplier card file needs to be data cleansed and I need to make supplier accounts inactive as these haven't been used for several years and not all data fields have been updated. The format o...
  • CloverQ's avatar
    CloverQ
    2 years ago

    Hi Eswari 

     

    Thank you for the update and the sample file attached.

     

    Generally speaking, when exporting data from AccountRight and use it as a template, I'd suggest keeping all the available columns (re-arranging is fine) and only update data of the required columns, this would avoid removing mandatory fields unknowingly. 

     

    Having said that, I've tested with your import file by creating a supplier card of the same name in AccountRight with no other details, the import successfully changed the card to Inactive. 

     

    So I'd suggest double checking the following:

    - Is the supplier card's Co./Last Name unique? If not, please match card using Record ID instead. 

    - make sure the preference is set to 'Update existing data' for data already exists in the file

    - When matching import fields, use 'Auto match' instead of 'Match All' to avoid mis-match

    - Keep all exported columns and only update the required data

     

    Please feel free to let us know how you go.

Eswari's avatar
Eswari
Contributing User

Hi Clover,

Thank you for your prompt response. I retried importing the file by removing all the column fields that weren't required as the objective was to make the Supplier Account Status Inactive. There were four columns in the import file - Co./Last Name, First Name, Card ID, Card Status. The field Co./Last Name was used to match. As advised, the file format was Tab Delimited. However, the record didn't update. The log file shows the record was updated but this is not the case. The import file was opened in Note Pad and it looks good, but kindly check and advise as it's not working.

 

1 records imported without errors.
0 records imported with warnings.
0 records skipped.

CloverQ's avatar
CloverQ
Former Staff
2 years ago

Hi Eswari 

 

Thank you for the update and the sample file attached.

 

Generally speaking, when exporting data from AccountRight and use it as a template, I'd suggest keeping all the available columns (re-arranging is fine) and only update data of the required columns, this would avoid removing mandatory fields unknowingly. 

 

Having said that, I've tested with your import file by creating a supplier card of the same name in AccountRight with no other details, the import successfully changed the card to Inactive. 

 

So I'd suggest double checking the following:

- Is the supplier card's Co./Last Name unique? If not, please match card using Record ID instead. 

- make sure the preference is set to 'Update existing data' for data already exists in the file

- When matching import fields, use 'Auto match' instead of 'Match All' to avoid mis-match

- Keep all exported columns and only update the required data

 

Please feel free to let us know how you go.

  • Eswari's avatar
    Eswari
    Contributing User
    2 years ago

    Hi Clover,

    Thank you for your instructions. It was helpful. I imported the data and it all worked well. 😊