Forum Discussion

WMack's avatar
WMack
Experienced User
3 years ago
Solved

Imported card file not updating

I need to change the Salesperson on a selected number of our Customers to a new Salesperson. Everything appears fine and no errors on the import but the Salesperson isn't updating.  Please advise.
  • Yanike_S's avatar
    Yanike_S
    3 years ago

    Hi WMack 

     

    It seems like you are using Card ID instead of Salesperson Card ID, this is a different field. Card ID is the field that matches your customer cards. As for the warning message, it seems that 8 import lines don't have an ID entered. Make sure to change the header to Salesperson Card ID and check if these 8 are a different salesperson and that they have a Salesperson Card ID entered in the software.

Yanike_S's avatar
Yanike_S
MYOB Staff
3 years ago

Hi WMack 

 

Thanks for your post. 

To update the Salesperson fields on a customer when importing, this will need to include 2 Fields:

 

1. Salesperson field including the Last Name, First Name of the Card File. (IE: Long, Alan)

2. Card ID (IE: EMP00002)

Both fields are required to update the Salesperson in the software. 

 

Note that if your Employee Card does not have a Card ID, you will need to enter one and edit your Import File to reflect this information.

 

Please let us know how you get on!

  • WMack's avatar
    WMack
    Experienced User
    3 years ago

    Hello

     

    I only need to update the Salesperson field for specific customer accounts so assuming I'd need 3 fields Co./Last Name, Salesperson and Card Id.  I did as suggested but got the following erroes;

     

    0 records imported without errors.
    8 records imported with warnings.
    211 records skipped.

    Summary of errors
    Error -2533: This Card ID already exists.
    Enter a different Card ID.
    Warning 312: Card ID not unique; Card ID substituted.

     

    I have tried everything with this ever so simple change I need to do but at least knowing that the Card Id is needed is getting me closer I think ( this should be noted in the Import Customer Card help notes)

    • WMack's avatar
      WMack
      Experienced User
      3 years ago

      This is how my import file looks (dummy data)

      {}  
      Co./Last NameSalespersonCard ID
      ACME CompanyAmmari, SaidEMP6
    • Yanike_S's avatar
      Yanike_S
      MYOB Staff
      3 years ago

      Hi WMack 

       

      If the import failed, the first thing to do is check the the import log. This helps you troubleshoot the cause of the errors or warnings.

       

      Also, if you've updated data that already exists in your company file, select the Update existing data option. This will update the existing records and add any new data.

      Update existing data option

      • WMack's avatar
        WMack
        Experienced User
        3 years ago

        Hi Yanike

         

        I have been selecting update data as I am updating the Salesperson in certain Customers cards so they are all existing.  I am selecting match cards using the Co./Last Name as I believe that is correct.  I want it to match the customer then update the Salesperson field.  I am getting these errors;

         

        Summary of errors
        Error -2533: This Card ID already exists.
        Enter a different Card ID.
        Warning 312: Card ID not unique; Card ID substituted.

         

        Such a simple process i thought.

Looking for something else?

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

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

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