Importing Supplier Card File to make Status Inactive
- 3 years ago
Hi Eswari
Thank you for the update and the sample file attached.
Generally speaking, when exporting data from AccountRight and use it as a template, I'd suggest keeping all the available columns (re-arranging is fine) and only update data of the required columns, this would avoid removing mandatory fields unknowingly.
Having said that, I've tested with your import file by creating a supplier card of the same name in AccountRight with no other details, the import successfully changed the card to Inactive.
So I'd suggest double checking the following:
- Is the supplier card's Co./Last Name unique? If not, please match card using Record ID instead.
- make sure the preference is set to 'Update existing data' for data already exists in the file
- When matching import fields, use 'Auto match' instead of 'Match All' to avoid mis-match
- Keep all exported columns and only update the required data
Please feel free to let us know how you go.