[freeside-users] Customer Import - Freeside

[Syndeo Patel]

Hi Erreu.

Is there option to Void Invoices that are created in mistake? or
Refund/Credit is the option to adjust billed amount.

Thank you,
Tushar Patel

On Wed, Mar 8, 2017 at 10:06 AM, Syndeo Patel <syndeonetwork at gmail.com>
wrote:

> 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.freesid
>> e.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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>>> list freeside-users at freeside.biz http://freeside.biz/cgi-bin/ma
>>> ilman/listinfo/freeside-users
>>
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>>
>
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