Customer Not Found Import Error
We are trying to import item sales into our MYOB file. Even though we have told the import to match on card number, past experience has shown that the customer name in the software that is creating ...
Forum Discussion
Hi SDuddy
When importing, if you have a unique field (such as CardID or RecordID), always use that field and that one only. The important thing is to ensure the 'other' identifying fields such as company name are not matched. You only need one matching field to identify the customer, name is not reliable as it is not always unique. For example Smith and smith are both allowed but may confuse MYOB. If MYOB gets confused it rejects. With some versions if you have both a Customer and a Supplier named Smith, this confuses MYOB and it rejects.
Regards
Gavin
When we set up the import and we get to the format screen we are using the match on Card ID setting.
When I get to the next screen and you have to match fields I am just clicking on match all.
Are you saying that we should leave the Co/Last Name field unmatched at this point?
yes
