When i try and import our website sales into Accountright it is saying i am missing a Card-ID, but very often they are new sales on the website so they are new customers and don't have an existing customer card. However, it still happens if they are an existing card. Anyone got any work arounds for importing one off sales?
Hi JaneA2013,
I’m sorry you’re running into this. AccountRight needs the Card ID in the import file to match a customer card exactly, so it can reject the import when the ID is missing or doesn’t match.
For new website customers, create the customer card first, assign a unique Card ID, and add that same ID to the sales import file. For genuine one-off sales where you don’t need separate customer records, you could create a generic card such as “Website Sales” and import those sales against its Card ID. For existing customers, check that the Card ID in the website export matches the Card ID in AccountRight exactly, with no extra spaces or formatting changes. Also check that the Card ID column is mapped to Card ID during the import.
Regards,
Sai
If you need an automated solution that handles this, get in touch with me. We have an off the shelf systems that does this automatically.
Hi Jane - I just came across this. Not sure if you've managed to sort it yet?
Full disclosure, I'm with Tall Emu. We're Australian business software that integrates with MYOB and manages the operational side - customers, website orders, inventory, purchasing and fulfilment - while MYOB stays as your accounting system.
We also do custom integrations if your website or process needs something a little different.
Might be worth a look if you're still trying to solve this.
Rachel
