Forum Discussion

Eswari's avatar
Eswari
Contributing User
3 years ago
Solved

Importing Supplier Card File to make Status Inactive

Hi, our supplier card file needs to be data cleansed and I need to make supplier accounts inactive as these haven't been used for several years and not all data fields have been updated. The format o...
  • CloverQ's avatar
    CloverQ
    3 years ago

    Hi Eswari 

     

    Thank you for the update and the sample file attached.

     

    Generally speaking, when exporting data from AccountRight and use it as a template, I'd suggest keeping all the available columns (re-arranging is fine) and only update data of the required columns, this would avoid removing mandatory fields unknowingly. 

     

    Having said that, I've tested with your import file by creating a supplier card of the same name in AccountRight with no other details, the import successfully changed the card to Inactive. 

     

    So I'd suggest double checking the following:

    - Is the supplier card's Co./Last Name unique? If not, please match card using Record ID instead. 

    - make sure the preference is set to 'Update existing data' for data already exists in the file

    - When matching import fields, use 'Auto match' instead of 'Match All' to avoid mis-match

    - Keep all exported columns and only update the required data

     

    Please feel free to let us know how you go.

CloverQ's avatar
CloverQ
Former Staff
3 years ago

Hi Eswari 

 

Thank you for the update and the sample file attached.

 

Generally speaking, when exporting data from AccountRight and use it as a template, I'd suggest keeping all the available columns (re-arranging is fine) and only update data of the required columns, this would avoid removing mandatory fields unknowingly. 

 

Having said that, I've tested with your import file by creating a supplier card of the same name in AccountRight with no other details, the import successfully changed the card to Inactive. 

 

So I'd suggest double checking the following:

- Is the supplier card's Co./Last Name unique? If not, please match card using Record ID instead. 

- make sure the preference is set to 'Update existing data' for data already exists in the file

- When matching import fields, use 'Auto match' instead of 'Match All' to avoid mis-match

- Keep all exported columns and only update the required data

 

Please feel free to let us know how you go.

Eswari's avatar
Eswari
Contributing User
3 years ago

Hi Clover,

Thank you for your instructions. It was helpful. I imported the data and it all worked well. 😊

 

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