[freeside-users] Customer Import - Freeside

[Erreu Gedmon]

Ok, I'd forgotten that I'd already patched up my development version. Here is a sample that works on the reference version at http://backoffice-demo.freeside.biz/freeside/index.html

Create a file named test_ext.csv
Copy and paste this line into the file and save:
123456,"Word of Mouth","LastName","FirstName","123 Test St.",,"Test City",CA,92373,us,"","8005551234",,,,,,,,,"4111111111111111",,"12/20","billtest+1234 at example.net",,,

1. Login as guest with password guest to http://backoffice-demo.freeside.biz/freeside/index.html
2. Select Tools, Importing, Credits
3. Select Tools, Importing, Customers, Format: Extended
4. Click "Browse" then select test_ext.csv, them click "Import file".

NOTE The import form is touchy. You must clear the cache by performing step 2 each time you attempt to import data.

FYI The image you sent is not visible. It displays the error "You need permission", then "We're sorry, but we were unable to send the message. Please contact the person directly."

Erreu Gedmon

--
"You see persons and things not as they are but as you are."
        -- Anthony De Mello

On 03/07/2017 02:15 PM, Indian Patel wrote:
> Hi Erreu,
>
> I am running Version 4.1 and i tried using Extended and Extended Plus with appropriate column changes in each attempt. 
>
> Used your example with removing column after 'Firstname' as it was giving for Address1. I am still getting same error message as before. attached screenshot. 
>
> Also tried your exampled data on free-side's guest account, same issues. 
>
>
> Thank you for your help. 
>
> ​
>  Pkg_part error.JPG <https://drive.google.com/file/d/0B-oeUV92k0KSUzdFREpFZE9MdUU/view?usp=drive_web>
> ​
>
> On Tue, Mar 7, 2017 at 3:44 PM, Erreu Gedmon <eg at keyway.net <mailto:eg at keyway.net>> wrote:
>
>     Which version of Freeside are you using and which Batch Customer Import Format did you select?
>
>     Here is an example csv record that works on version 4.1 with format "Extended plus company"
>
>     "1234","Word of Mouth","LastName","FirstName",,"123 Test St.",,"Test City","CA","92373","us","","8005551234 <tel:%28800%29%20555-1234>",,,,,,,,,"",,,,"billtest+1234 at example.net" <mailto:billtest+1234 at example.net>,,,
>
>     Erreu Gedmon
>
>     --
>     "You see persons and things not as they are but as you are."
>             -- Anthony De Mello
>
>     On 03/07/2017 01:08 PM, Indian Patel wrote:
>>
>>     Hello,
>>
>>      
>>
>>     We are trying to import customers into Freeside using .CSV  and keep getting error message
>>       – 'Error: illegal pkgpart: pkgpart'. 
>>
>>     we tried entering package values we have and still getting mentioned error. Attached CSV file for example. please can you help us identifying issues.
>>
>>     we also tried without column heading and that still gives same error message. 
>>
>>     Thank you for your hlep.  I was hoping to post this on community discussion list if someone knows solution. 
>>
>>
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