Using import to update details in cards
I am installing a new MYOB add-on and need Customer IDs which have previously been blank. I tried to do an import to update this information with only the customer name and the new customer ID howeve...
Forum Discussion
Hi Tania_F1
When importing cards into AccountRight, please be sure to select 'Update existing data' for duplicates. Then you can choose to match cards using Co./Last Name, Card ID or Record ID, which one did you select? Then when it comes to matching fields, please do double check to make sure there's no mis-match.
It would be best to export the existing card list from AccountRight first with all fields ticked, then open it in Excel and use it as a template, update the field needed then save it back to a text file for import. This would minimise the chance of having wrong data or format.
It's best to back up the company file before testing imports. Please feel free to let us know how you go.
Yes this is the process I followed
- Exported Data Co./Last Name and Card ID
- all the card IDs were *none
- I edited the excel file to include Card IDs
- then imported the file matching Co./Last Name and selected "update existing data"
- the result was a new card with the same Co./Last Name with the new Card ID and no update to the existing card
Hi Tania_F1
Did this happen with some or all the imported entries?
Eitherway this highlights the need to always do a backup before importing in MYOB as these often go awry.
If this happened with all, either MYOB's import has been broken or you may have imported as Suppliers instead of customers for example, or the names fields were not a complete match.
One suggestion, when updating cards (whether customer supplier or employee) always use the RecordID to match, not the name. The name field is not unique as you can have 2 cards with exactly the same name, for example a customer and a supplier, or 2 customer cards. The Record ID is a unique field and should result in a 100% match.
Regards
Gavin
