Forum Discussion

Rose8mary's avatar
Rose8mary
Experienced Cover User
5 years ago

Customer card not found

Hi I know there are other messages on this topic but none that help me and I have called MYOB twice now about this issue. 2/3 of the timeslips of one of our staff members' timeslips when imported (as...
  • Komal_S's avatar
    Komal_S
    5 years ago

    Hi Rose8mary 

     

    I have tried to import the file you attached and received the same Error -66 : Customer card not found, until I checked the card file for each customer.

     

    If in the Profile of the customer card,  their Designation is set to Company, then you would receive the above mentioned error. However, if we change the Designation to Individual with the company name in Last Name, the file is imported successfully.


    Please try doing so and let me know how you go on. 

Komal_S's avatar
Komal_S
MYOB Staff
5 years ago

Hi Rose8mary 

 

Could you please attach the import file and screenshot of the Import/Export assistant where you match the fields so we can investigate the issue further? Once you attach the file, please also let us know the name of the customer for whom all the entries are not getting imported.

  • Rose8mary's avatar
    Rose8mary
    Experienced Cover User
    5 years ago

    Hi Komal

    Info as requested attached.

    The names of the Customers whose cards are not imported are in the import log (also attached.

    NB, McMichael & Associates timeslips sometimes imported.

    Other employees with same customers do not have this problem except in minor instances(eg 3 timeslips)

    We thought it might be something in the formatting of the cells in the Excel sheet but cannot find anything.

    Thanks for your help,

    Rosemary

    • Komal_S's avatar
      Komal_S
      MYOB Staff
      5 years ago

      Hi Rose8mary 

       

      I have tried to import the file you attached and received the same Error -66 : Customer card not found, until I checked the card file for each customer.

       

      If in the Profile of the customer card,  their Designation is set to Company, then you would receive the above mentioned error. However, if we change the Designation to Individual with the company name in Last Name, the file is imported successfully.


      Please try doing so and let me know how you go on. 

      • Rose8mary's avatar
        Rose8mary
        Experienced Cover User
        5 years ago

        Hi Komal

        It worked - thank you so much!

        This is weird (& not correct) that companies have to be designated as individuals to be imported.

        But the most important thing is that I don't have to individually enter each time slip.

        Thanks again,
        Rosemary

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