[freeside-users] Customer Import - Freeside

Syndeo Patel syndeonetwork at gmail.com
Wed Mar 8 08:06:25 PST 2017


Erreu,

Thank you so much for your help. I am able to import customers now.  I was
making 2 mistakes , 1. I was supplying numerical value for field -'refnum'.
and 2. i missed to supply unique agent custid.

Thank you again for your help.

--
Tushar



On Tue, Mar 7, 2017 at 5:00 PM, Erreu Gedmon <eg at keyway.net> wrote:

> 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 <(800)%20555-1234>
> ",,,,,,,,,"4111111111111111",,"12/20","billtest+1234 at example.net"
> <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> 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 <%28800%29%20555-1234>
>> ",,,,,,,,,"",,,,"billtest+1234 at example.net" <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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>>
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