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Updating supplier cards through import

jess23
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Updating supplier cards through import

Hi all,

 

I'm trying to update supplier cards in bulk however, when I import the applicable fields are not updated - (it says the import has been completed - no error in importing)

If I run it through as new information it creates duplicate cards with the required information, so I assume there isn't anything wrong with the file itself.

 

I'm matching the cards using Co./Last Name as we don't have specific Card IDs

 

Any suggestions?

 

7 REPLIES 7
Mike_James
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Re: Updating supplier cards through import

Hi @jess23 , what fields are you looking to update? Are you able to post a sample of the file you are importing? Note that this is a public forum. 

 

The import process cannot (for example) remove content from fields, ie make them blank.


Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise Report Writer - Custom Reporting from MYOB programs
(Including AccountRight Classic/Live, and exo Payroll)

jess23
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Re: Updating supplier cards through import

Hi Mike,

 

These are the fields I'm trying to update;

Fields.PNG

Mike_James
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Re: Updating supplier cards through import

Hi @jess23 , I can't see that image unless a moderator approves it. Can you attach the image to another post?


Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise Report Writer - Custom Reporting from MYOB programs
(Including AccountRight Classic/Live, and exo Payroll)

jess23
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Re: Updating supplier cards through import

Hi Mike,

 

Sorry about that. New to the community boards.

 

Import Fields are;

Co./Last Name

Custom Field 1

Addr 1 - Line 1

Addr 1 - Line 2

Addr 1 -  City

Addr 1 - State

Addr 1 - Postcode

Addr 1 - Email

Addr 1 - Phone No. 1

Addr 1 - Fax No.

A.B.N.

Credit Limit

Tax Code

Terms - Payment is Due

           - % Discount

           - Balance Due Days

           - Discount Days

Payment Method

BSB

Account Number

Account Name

Statement Text

Remittance Method

Remittance Address

 

Mike_James
Ultimate Partner
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New Zealand
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Re: Updating supplier cards through import

Hi @jess23 , which of those listed fields contains amended information that is not being updated?


Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise Report Writer - Custom Reporting from MYOB programs
(Including AccountRight Classic/Live, and exo Payroll)

jess23
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Re: Updating supplier cards through import

Hi Mike 

 

None of the fields are updating

 

Thanks,

Jess

SamaraM
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Re: Updating supplier cards through import

Hi Jess (@jess23)

 

If the information that Mike provided has not helped, could you provide a bit more context on the steps you are following when importing the file, so I can look into that for you?

 

If you could send through:

  • the file you are attempting to import
  • The supplier card showing the fields that have not been updated (redacting any sensitive information)
  • A screenshot of the message you get at the end which says if it was successful or if there were any errors


If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Regards,
Samara

MYOB Community Support

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