Forum Discussion

WMack's avatar
WMack
Experienced User
3 years ago

Imported card file not updating

I need to change the Salesperson on a selected number of our Customers to a new Salesperson. Everything appears fine and no errors on the import but the Salesperson isn't updating.  Please advise.
  • Yanike_S's avatar
    Yanike_S
    3 years ago

    Hi WMack 

     

    It seems like you are using Card ID instead of Salesperson Card ID, this is a different field. Card ID is the field that matches your customer cards. As for the warning message, it seems that 8 import lines don't have an ID entered. Make sure to change the header to Salesperson Card ID and check if these 8 are a different salesperson and that they have a Salesperson Card ID entered in the software.

WMack's avatar
WMack
Experienced User

Hi Yanike

 

How do I send these files privately please.

Yanike_S's avatar
Yanike_S
MYOB Staff
3 years ago

Hi WMack 

 

It seems like you are using Card ID instead of Salesperson Card ID, this is a different field. Card ID is the field that matches your customer cards. As for the warning message, it seems that 8 import lines don't have an ID entered. Make sure to change the header to Salesperson Card ID and check if these 8 are a different salesperson and that they have a Salesperson Card ID entered in the software.

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