Forum Discussion
Hi MarnieMYOB
Sorry for the delay in response. The Activity Type is a field for the Activities import type. As such if you are attempting to import Activity Slips, not Activities, then there is no need to include a column for Activity Type.
I recommend following this Help Article, to make sure you have the correct column headings on the template you are attempting to import: Using an import template.
If you are still not able to import, could you reply with the new import file and the log?
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Hi SamaraM
Thanks for your response, appreciate it.
The client and I went through your suggestion:
1. Created an export file (example output attached)
2. Reviewed fields in exported file and made sure import file aligned - done
3. Saved import file csv and attempted to import
4. Import was unsuccesful. The error (attached) reads 'Select a customer'. What is 'customer'? The job's client? I wouldn't have thought this is required if the unique identifier of job number, matches. Checked and there is a job number for the test import data attempted to upload.
Or does 'customer' refer to another field in MYOB?
Alternatively, would there be issue with the special character within the job number, or a dash '-' and importing?
Appreciate your assistance. Thanks
- MarnieMYOB2 years agoContributing User
Hi SamaraM - if you could respond to my query below I'd appreciate it.
Also - is there a quicker avenue the client (in Australia) can seek technical help? It's been 3 weeks that this query has been going back and forward.
Many thanks
Gemma
- SamaraM2 years agoFormer Staff
Hi MarnieMYOB
Sorry for the delay in getting back to you. Can you confirm the status of the Activities you are trying to import, are they selected as Chargable or Non-chargable? and what has been selected for Rate?
If you could attach the actual import file in your response, so I can see the document completely, as well as how the related activity is set up, then I can assist you further.
As for alternate ways to make contact, here is the contact page: Contact Us.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.