Forum Discussion

INO80's avatar
INO80
User
5 years ago
Solved

Customer Not Found

Hi,   I am trying to import a CSV file from a Community Data Solutions software into MYOB but my imports are not successful. I keep getting the 'Customer Not Found' error.   Alternatively, I save...
  • Mike_James's avatar
    Mike_James
    4 years ago

    Hi INO80 , if I can comment, your import file contains Abbey,Luke,"Luke Abbey" as the co/lastname and firstname fields. (Excel has added quotes because of the comma in the second field).

     

    If your customer is an individual, eg Abbey, Luke (LastName, Firstname), then the file should contain Abbey, Luke in the first two fields.

Neil_M's avatar
Neil_M
Former Staff

Hi INO80 

 

Generally speaking an import error of “customer not found” means that AccountRight isn’t able to match up the customer on the import file to the card file.

 

This can happen if the names differ between the card and the import file. For example if the name on the card is quite long the full name needs to be on the import file, as well as needing to match in both spelling and case.

INO80's avatar
INO80
User
4 years ago

Hi Neil_M ,

 

Thank you for your suggestion.

 

I have made the corrections as suggested but I am still getting the error message. I created a new customer with identical details as the one I have in my import file but no matter what I do, I still get the Customer not Found error. Can you pinpoint anything I am not doing rightly? 

 

Attached are the CSV file I am trying to import, the import log and an exported sales file.

 

Thank you.

  • Mike_James's avatar
    Mike_James
    Ultimate Partner
    4 years ago

    Hi INO80 , if I can comment, your import file contains Abbey,Luke,"Luke Abbey" as the co/lastname and firstname fields. (Excel has added quotes because of the comma in the second field).

     

    If your customer is an individual, eg Abbey, Luke (LastName, Firstname), then the file should contain Abbey, Luke in the first two fields.

    • INO80's avatar
      INO80
      User
      4 years ago

      Hi Mike_James ,

       

      Thanks for that clarification.

       

      I created the card as a company, not as an individual, and then proceeded to modify my data source to that effect. During matching, I unmatched first name and was able to successfully import.

       

      Thanks to you too Neil_M. Your cntribution was helpful.

       

      My Regards.