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OverviewWhen
Importing is used when
- doing an implementation and importing
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- Customers and
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- Suppliers
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- adding
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- new leads (eg a cold calling campaign or retail show)
- new customers or suppliers (eg purchase of a business)
You can also import
- Companies
- Persons
- Linking of Persons who a a contact at a debtor (person code, customer code, role)
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It is best to do a single line spreadsheet as a test - using information you will later delete - in order to be sure the results are what you expect after the upload. |
Understanding the relationships
A person and a company are different entities - both may be customers and or suppliers
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A Lead is a Debtor at a status of Lead The importing process does not check for duplicates. If you expect duplicates you can either
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First get the data into the spreadsheets
See Attachments to this page and download them
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The Reference field needs to be unique for each record - if any reference field already exists in the system the record will not be imported |
Creating Leads or Debtors with Persons as Contacts
Can be done in a single import from either the lead form (below) or the company form (Select Lead from options).
From the Lead screen
A check if all headings are correct
Gives a chance to change the headings if needed
Any data fields that were not matched with system data
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The rest of the data would have been imported for those records |
A Sample Spreadsheet is here - it has a relevant example.
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Definitions
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Person Import - can be person, debtor or creditor
Useful if each company has multiple contacts
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| Code Block |
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string col = c.ToLower();
if (col.Contains("first")) iFirstName = i;
else if (col.Contains("last")) iLastName = i;
else if (col.Contains("company")) iCompany = i;
else if (col == "title") iTitle = i;
else if (col == "notes") iNotes = i;
else if (col == "street") addr1 = i;
else if (col == "street2") addr2 = i;
else if (col == "suburb") suburb = i;
else if (col == "state") state = i;
else if (col == "country") country = i;
else if (col == "postcode") postcode = i;
else if (col == "email") iEmail = i;
else if (col == "mobile") iMobile = i;
else if (col == "phone") iPhone = i;
else if (col == "gender") iGender = i;
else if (col == "xref") ixref = i; |
Companies Next (Suppliers separately to Customers)
Drag the company spreadsheet over the company form
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| Code Block |
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string col = c.ToLower();
if (col == "abn") iABN = i;
else if (col.Contains("search")) iSearchCode = i;
else if (col == "name") iName = i;
else if (col == "contact") iContact = i;
else if (col == "street") addr1 = i;
else if (col == "street2") addr2 = i;
else if (col == "suburb") suburb = i;
else if (col == "state") state = i;
else if (col == "country") country = i;
else if (col == "postcode") postcode = i;
else if (col.StartsWith("email")) iEmail = i;
else if (col == "web") iWWW = i;
else if (col.StartsWith("mobile")) iMobile = i;
else if (col.StartsWith("phone")) iPhone = i;
else if (col.StartsWith("fax")) iFax = i;
else if (col == "xref") ixref = i;
else if (col == "notes") iNotes = i;
else if (col.Contains("trading")) iTrading = i;
else if (col.StartsWith("bankacc") && col.Contains("name")) iBankAcctName = i;
else if (col.StartsWith("bankacc") && (col.EndsWith("no") || col.EndsWith("number"))) iBankAcctNo = i;
else if (col == "bsb") iBSB = i;
else if (col == "bti") iBTI = i;
else if (col.Contains("currency")) iCurrency = i;
else if (col == "terms") iTerms = i;
else if (col.Contains("term") && col.Contains("type")) iTermType = i;
else if (col.Contains("sales") && col.Contains("rep")) iSalesrep = i;
else if (col.StartsWith("bankacc") && col.Contains("name")) iBankAcctName = i;
else if (col.StartsWith("bankacc") && (col.EndsWith("no") || col.EndsWith("number"))) iBankAcctNo = i;
else if (col == "bsb") iBSB = i;
else if (col.Contains("oversea")) ioverseas = i;
else if (col.Contains("delivery"))
{
if (col.Contains("name")) idelname = i;
else if (col.Contains("address2")) ideladdr2 = i;
else if (col.Contains("address")) ideladdr1 = i;
else if (col.Contains("suburb")) idelsuburb = i;
else if (col.Contains("state")) idelstate = i;
else if (col.Contains("postcode")) idelpostcode = i;
else
{
excel.UnusedColumns.Add(c);
}
} |
Persons with a relationship to a debtor or Creditor
To get a list of persons search codes (or company ones) if you did not define them on import > export from the master list
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- Person - search code
- Company - search code
- Role - Role name
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