Forum Discussion

TinHK's avatar
TinHK
Contributing Cover User
4 years ago
Solved

Sales export and import but customer not found

Hi,    I have exported from historic sales and amend some data and imported to MYOB for another calendar month sales. However, all the import record was skipped and the error message is following ...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi TinHK 

     

    When importing those records back in I would be looking at unmatching the Card ID and Record ID fields. For example as shown in the following screenshot, I've selected to Auto-Match and then navigate to the Card ID and Record ID fields unlinked them (click the field name on the right).

     

     

    Also, I notice that the system is thinking that there are 44 records to be imported. I would assume that you have removed some records from the import file prior to uploading to the Forum?

     

    Please note: I have assumed you have ensured that the card name is listed in the company file under the Card File>>Cards Lists>>Customer list.

Steven_M's avatar
Steven_M
Former Staff

Hi TinHK 

 

When importing those records back in I would be looking at unmatching the Card ID and Record ID fields. For example as shown in the following screenshot, I've selected to Auto-Match and then navigate to the Card ID and Record ID fields unlinked them (click the field name on the right).

 

 

Also, I notice that the system is thinking that there are 44 records to be imported. I would assume that you have removed some records from the import file prior to uploading to the Forum?

 

Please note: I have assumed you have ensured that the card name is listed in the company file under the Card File>>Cards Lists>>Customer list.

TinHK's avatar
TinHK
Contributing Cover User
4 years ago

Thanks Steve, 

 

The import is successful.

But i do not understand why the Card ID or Record ID is unmatch.

 

Yes I remove the excessive data because it is confidential.

 

Have a nice weekend  :)