Data import

SOLVED

I will often do the importing of data for my clients. Is there a document that explains what the minimum field requirements are for an import? Is there some kind of logic that I could use to figure it out on my own?

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    Very much like Jay said.  One thing to know is that if your import file contains a column that matches a field then your field values will override the business logic (where allowed) unless you override your column logic on the mapping screen.  e.g. If you're importing customers and you're happy to have the tax group code that the customer group defaults to, then don't include the tax group column in your import file. If you include it then whatever you have in your sheet will override the default value. Unless in the mapping screen you tell Sage that you want to ignore what is in that column and to go with the default value (or a single hardcoded value).

    Good luck and add comments to your Excel workbooks to keep track of what the columns are used for.

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  • 0
    SUGGESTED

    Very much like Jay said.  One thing to know is that if your import file contains a column that matches a field then your field values will override the business logic (where allowed) unless you override your column logic on the mapping screen.  e.g. If you're importing customers and you're happy to have the tax group code that the customer group defaults to, then don't include the tax group column in your import file. If you include it then whatever you have in your sheet will override the default value. Unless in the mapping screen you tell Sage that you want to ignore what is in that column and to go with the default value (or a single hardcoded value).

    Good luck and add comments to your Excel workbooks to keep track of what the columns are used for.

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