Forum Discussion

JSutho's avatar
JSutho
Member
6 months ago

Bulk Select (Shift + Left Click) on Multiple Cards

I apologise if there is an easy workaround to this that I have not found. I need edit values on multiple cards (customers). I would expect the ability to be able to multiselect any or all of the c...
Mike_James's avatar
Mike_James
Ultimate Cover User
6 months ago

Hi JSutho​ , using the import/export assistant will help you get this job done. A rough summary:

  • Back up the file if you are unsure of the process
  • Export cards/customers 3 fields to a text file (co. Last Name, Card status and RecordID)
  • Copy the contents of that file and paste into a blank Excel worksheet.
  • Make the changes to the card status column (where Y = inactive)
  • Save the worksheet as a new text file
  • Import the file to AccountRight, using Record ID as the key field
  • Select to update existing cards
  • match the Record ID and Card Status fields only

If you are not familiar with updating cards via import, try it out on the sample Clearwater file first, or set up a file with just one record to be changed in your live file.

 

See this help topic for more details: Bulk update customer and supplier cards

JSutho's avatar
JSutho
Member
6 months ago

Hi Mike, thanks for taking the time to reply. I have read over the topic you supplied but I'm running into issues. I am exporting as .csv and opening in Google Sheets (I don't have a 10 year old version of Microsoft Excel like in the video). Google Sheets reads it fine and I make the changes I need to the Card Status field and then save it out as .csv. 

I import that into AccountRight but I'm running into an issue where it is not allowing me to separate the Co./Last name - Record ID - Card Status to the correlating Matched import field. Any idea why?

I've tried renaming it to a .txt file, but I get the same result.

I understand this is not the best place to be asking for help, if I don't hear back I'll post it in a different forum to ask for help. Thanks again.

Jack

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.