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| Note |
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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
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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
| Note |
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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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example lead import sheet with test data.xlsxheight
Definitions
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| Expand |
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Definitions
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Person Import - can be person, debtor or creditor
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Respond to the popup with yes... The data is now uploaded to the server - but has not yet been imported
Ask the system to do the import
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| Note |
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Person OR Debtor OR Creditor Profile ImportTo import Profiles on the Company (Host Company > Entity and Debtor/Creditor Profiling)
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Ask the system to do the import
| Note | ||||
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When importing Persons - will not be prompted to create debtors or creditors - these are autocreated when transactions are first entered and do not normally require additional information |
| Note | ||||
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Note - when importing companies - more information is required than importing person debtors:
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Check if the import worked - search for one of the people.
| 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; |
Importing Companies
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(Suppliers separately to
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Customers) - Choose which you are creating.
Drag the company spreadsheet over the company form
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Check if the import worked - search for one of the companies.
| Note |
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Company OR Debtor OR Creditor Profile ImportTo import Profiles on the Company (Host Company > Entity and Debtor/Creditor Profiling)
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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);
}
} |
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