Customer CSV File Import Problems

Yahoo Archive
1
In 8.00.xxx the task works if you first perform an export to get the
headers on the spreadsheet. I have a "unofficial procedure" that I
wrote up for 8.00, might work the same in V6.....If you want me to e-
mail you a copy drop me a line at rcarlson@..., subject =
Cust/Contact Import/Export.

Regards, Bob C.

--- In vantage@yahoogroups.com, "Mark Wonsil" <mark_wonsil@...>
wrote:
>
> > I'm on Vantage version 6.10.535.
> > I'm having trouble using the Customer / Contact Import function
in the
> > CRM module and Epicor Technical support told me they're having
the same
> > problem and will get back to me once they figure it out.
> >
> > Have any of you had to deal with this and solved it?
> > The error I'm getting is "THE FORMAT OF THE CUSTOMER IMPORT FILE
IS NOT
> > CORRECT."
> > I've formatted it exactly according to the CSV file details
specified in
> > the help program, but to no avail.
> >
> > Is the required format different from the help file
specification? That
> > would not be a first.
>
> In 8.0, we found that the format was correct but the help file did
NOT explain
> which fields were mandatory. It's been awhile but I believe that
you *must*
> pass in a custID and a country. As a trial, fill out a record with
every field
> filled and try loading it and see if you still get the error.
(Also check to
> make sure that your data does not include any commas...)
>
> Mark W.
>
2
Hi guys,

I'm on Vantage version 6.10.535.
I'm having trouble using the Customer / Contact Import function in the
CRM module and Epicor Technical support told me they're having the same
problem and will get back to me once they figure it out.

Have any of you had to deal with this and solved it?
The error I'm getting is "THE FORMAT OF THE CUSTOMER IMPORT FILE IS NOT
CORRECT."
I've formatted it exactly according to the CSV file details specified in
the help program, but to no avail.

Is the required format different from the help file specification? That
would not be a first.

Any help or advice would be greatly appreciated
Anyone?

Thanks!



_____________________________
Jim Kennedy
Manager, Information Technologies
Firstmark Aerospace Corporation
1176 Telecom Drive
Creedmoor, North Carolina 27522-8294
Office: (919) 956-4264
FAX: (919) 682-3786
Cell: (919) 697-9410
jkennedy@... <mailto:jkennedy@...>

www.firstmarkaerospace.com <http://www.firstmarkaerospace.com/>
www.firstmarkcorp.com <http://www.firstmarkcorp.com/>



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wonsil
Sent: Tuesday, December 05, 2006 12:37 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage AP Checks



> You get 2 checks. If the 1st check info includes a credit memo , thus
> creating a negative check, that check net negative does not roll over
to
> the 2nd check.
> If anyone has found a way to add all the invoices together to get one
> check, we would all be grateful to you if you were willing to share
your
> solution.

Not a Vantage solution but maybe an enhancement request for Epicor...

In an ERP system from a galaxy not too far away, the first check (or
however
many checks) that were filled with just invoice information would get
voided
and the final check number would be recorded for payment against all
invoices.
This way all credit memos are netted against all invoices for that run.

A cheesy way to do it in Vantage would be to do a separate check run and
choose enough Invoices to offset the credit memo. That may not always be
possible but it's worth a looksy.

Mark W.






[Non-text portions of this message have been removed]
3
> I'm on Vantage version 6.10.535.
> I'm having trouble using the Customer / Contact Import function in the
> CRM module and Epicor Technical support told me they're having the same
> problem and will get back to me once they figure it out.
>
> Have any of you had to deal with this and solved it?
> The error I'm getting is "THE FORMAT OF THE CUSTOMER IMPORT FILE IS NOT
> CORRECT."
> I've formatted it exactly according to the CSV file details specified in
> the help program, but to no avail.
>
> Is the required format different from the help file specification? That
> would not be a first.

In 8.0, we found that the format was correct but the help file did NOT explain
which fields were mandatory. It's been awhile but I believe that you *must*
pass in a custID and a country. As a trial, fill out a record with every field
filled and try loading it and see if you still get the error. (Also check to
make sure that your data does not include any commas...)

Mark W.
4
Jim,

We are on 8.0 if its the same I have an excel templete that defines all of the fields.

There are some fields that have to have information and there others that have to have a "0".

I will send this templete to you, it has worked for me. Hope it helps you.

Gerry Haviland
Senior Systems Analyst
Comprehensive Identification Products, Inc.
Phone: (781) 993 - 3286
e-mail: ghaviland@...



----- Original Message ----
From: "Kennedy, Jim" <jkennedy@...>
To: vantage@yahoogroups.com
Sent: Tuesday, December 5, 2006 12:53:08 PM
Subject: [Vantage] Customer CSV File Import Problems

Hi guys,

I'm on Vantage version 6.10.535.
I'm having trouble using the Customer / Contact Import function in the
CRM module and Epicor Technical support told me they're having the same
problem and will get back to me once they figure it out.

Have any of you had to deal with this and solved it?
The error I'm getting is "THE FORMAT OF THE CUSTOMER IMPORT FILE IS NOT
CORRECT."
I've formatted it exactly according to the CSV file details specified in
the help program, but to no avail.

Is the required format different from the help file specification? That
would not be a first.

Any help or advice would be greatly appreciated
Anyone?

Thanks!

____________ _________ ________
Jim Kennedy
Manager, Information Technologies
Firstmark Aerospace Corporation
1176 Telecom Drive
Creedmoor, North Carolina 27522-8294
Office: (919) 956-4264
FAX: (919) 682-3786
Cell: (919) 697-9410
jkennedy@firstmarka erospace. com <mailto:jkennedy@firstmarka erospace. com>

www.firstmarkaerosp ace.com <http://www.firstmar kaerospace. com/>
www.firstmarkcorp. com <http://www.firstmar kcorp.com/>

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Mark Wonsil
Sent: Tuesday, December 05, 2006 12:37 PM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] Vantage AP Checks

> You get 2 checks. If the 1st check info includes a credit memo , thus
> creating a negative check, that check net negative does not roll over
to
> the 2nd check.
> If anyone has found a way to add all the invoices together to get one
> check, we would all be grateful to you if you were willing to share
your
> solution.

Not a Vantage solution but maybe an enhancement request for Epicor...

In an ERP system from a galaxy not too far away, the first check (or
however
many checks) that were filled with just invoice information would get
voided
and the final check number would be recorded for payment against all
invoices.
This way all credit memos are netted against all invoices for that run.

A cheesy way to do it in Vantage would be to do a separate check run and
choose enough Invoices to offset the credit memo. That may not always be
possible but it's worth a looksy.

Mark W.

[Non-text portions of this message have been removed]






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