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JDRF's avatar
JDRF
Contributing User
5 years ago

Import Sales from CSV - MYOB AccountRight 2020

Hi, I'm trying to import sales item data into MYOB Accountright 2020.2 using the import wizard using the attached CSV. From the CSV one record is always imported successfully (BAYRANGE GROUP) but the...
CSV Import
  • Mike_James's avatar
    Mike_James
    5 years ago

    Hi JDRF , if you tick the "Show inactive cards" option, then search, do you find the card?

     

    Also, as a general rulle, if you are importing based on company name, untick the record ID and card ID options on the import mapping screen, if they are in your file. And if you get an import error, close the wizard before re-trying anything, as errors can carry forward.

Mike_James's avatar
Mike_James
Ultimate Cover User
5 years ago

Hi JDRF , if you tick the "Show inactive cards" option, then search, do you find the card?

 

Also, as a general rulle, if you are importing based on company name, untick the record ID and card ID options on the import mapping screen, if they are in your file. And if you get an import error, close the wizard before re-trying anything, as errors can carry forward.

  • JDRF's avatar
    JDRF
    Contributing User
    5 years ago

    Hi Mike_James , Thanks for your comments, unfortunately checking the Inactive Cards box made no difference and the Import Wizard screen only allows you to select one matching method as it uses a pulldown menu - see attached images. I have tried completely closing out of MYOB and importing again, I've also tried with different CSV, nothing has made any difference, I'm at a complete loss???

    • Mike_James's avatar
      Mike_James
      Ultimate Cover User
      5 years ago

      Hi JDRF , I meant on the next screen where you map the fields in your file to the fields in AccountRight. If all 3 fields are included in your text file, and you use automatch, then untick the other two options.

       

      Are you able to attach an extract of the text file that you want to import, with examples of both types of records (that fail and succeed)?

      • JDRF's avatar
        JDRF
        Contributing User
        5 years ago

        Hi Mike, Great work thank you, unmatching Record ID & Card ID on the field match screen did the trick. I then also removed those columns from my csv and was able to use the import wizard with automatch and it worked perfectly.

        Thanks again.

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