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Respond to the popup with yes... The data is now uploaded to the server - but has not yet been imported

Note

Person OR Debtor OR Creditor Profile Import

To import Profiles on the Company (Host Company > Entity and Debtor/Creditor Profiling)

  1. column names start with tilde ~
  2. and match using StartsWith, not full exact match.
  3. Values of Y, 1, true turn the flag on

Image Added


Ask the system to do the import

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Check if the import worked - search for one of the companies.

Note

Company OR Debtor OR Creditor Profile Import

To import Profiles on the Company (Host Company > Entity and Debtor/Creditor Profiling)

  1. column names start with tilde ~
  2. and match using StartsWith, not full exact match.
  3. Values of Y, 1, true turn the flag on

Image Added



Code Block
 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);
                        }
                    }

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