Table of Contents
Overview
When doing an implementation and importing people and companies
When mass adding people and companies to the system - eg new leads or new customers
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
A person may also be a contact at multiple company debtors or creditors.
First get the data into the spreadsheets
See Attachments to this page and download them
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
People First
Drag the person spreadsheet over the person form
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
- Cards only will create Company Cards or Person Cards only
- Suppliers - will also create suppliers (creditors)
- Customers - will also create customers (Debtors)
- Delivery name, delivery street, delivery street2, delivery postcode, delivery state, term, term type (invoice, EOM, ROG)
Check if the import worked - search for one of the people.
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
Respond to the popup with yes (as above)... The data is now uploaded to the server - but has not yet been imported
Ask the system to do the import (as above)
Check if the import worked - search for one of the companies.
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);
}
}
d{coded(c); } }
Persons with a relationship to a debtor
Drag the relationship XLS over the Debtor Form, respond to the popup to load the file to the session and then Administrator menu to create.
The excel sheet is simple with:
- Person - search code
- Company - search code
- Role - Role name
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