Forum Discussion

Rose8mary's avatar
Rose8mary
Experienced Cover User
4 years ago
Solved

Customer card not found

Hi I know there are other messages on this topic but none that help me and I have called MYOB twice now about this issue. 2/3 of the timeslips of one of our staff members' timeslips when imported (as...
  • Komal_S's avatar
    Komal_S
    4 years ago

    Hi Rose8mary 

     

    I have tried to import the file you attached and received the same Error -66 : Customer card not found, until I checked the card file for each customer.

     

    If in the Profile of the customer card,  their Designation is set to Company, then you would receive the above mentioned error. However, if we change the Designation to Individual with the company name in Last Name, the file is imported successfully.


    Please try doing so and let me know how you go on. 

Komal_S's avatar
Komal_S
MYOB Moderator

Hi Rose8mary 

 

Could you please attach the import file and screenshot of the Import/Export assistant where you match the fields so we can investigate the issue further? Once you attach the file, please also let us know the name of the customer for whom all the entries are not getting imported.

Rose8mary's avatar
Rose8mary
Experienced Cover User
4 years ago

Hi Komal

Info as requested attached.

The names of the Customers whose cards are not imported are in the import log (also attached.

NB, McMichael & Associates timeslips sometimes imported.

Other employees with same customers do not have this problem except in minor instances(eg 3 timeslips)

We thought it might be something in the formatting of the cells in the Excel sheet but cannot find anything.

Thanks for your help,

Rosemary

  • Komal_S's avatar
    Komal_S
    MYOB Moderator
    4 years ago

    Hi Rose8mary 

     

    I have tried to import the file you attached and received the same Error -66 : Customer card not found, until I checked the card file for each customer.

     

    If in the Profile of the customer card,  their Designation is set to Company, then you would receive the above mentioned error. However, if we change the Designation to Individual with the company name in Last Name, the file is imported successfully.


    Please try doing so and let me know how you go on. 

    • Rose8mary's avatar
      Rose8mary
      Experienced Cover User
      4 years ago

      Hi Komal

      It worked - thank you so much!

      This is weird (& not correct) that companies have to be designated as individuals to be imported.

      But the most important thing is that I don't have to individually enter each time slip.

      Thanks again,
      Rosemary