is there any option to import customers with there existing ID number, with the import tool in the UI?
when I try it, to enter a cust id in the excel file, it will be ignored by import.
Import direct in the sql DB works.
If there is no way to import the existing cust IDs with the excel sheet, is it a bad idea to import the data direct in the DB? (will it make problems in the future?)
The Customer name is the primary key of Customer record in ERPNext. We don’t have Customer ID. You can put your existing IDs in the
name column and they will be imported, but you won’t get the Customer name in Link fields.
October 31, 2020, 1:04pm
posting here as it is related:
A scenario using the new Data import tool.
trying to import old historical transactional data.
the trick is I manually gave it an ID that respects the naming series.
but the import tool negleted that ID and added it’s own ID to the record.
anyway to force the ID from the Google Spreadsheet?
The same is happening to me, have you found a way to force ID?
The trick is that the “Data import tool” first checks if the DocType being imported is named based on prompt or naming series etc…
It defaults to the value in the ID column if the DocType is named based on prompt.
January 11, 2021, 3:38pm
I created an issue for this:
03:24PM - 11 Jan 21 UTC
02:34PM - 20 Apr 21 UTC
## Description of the issue
When name (ID) is specified in data to be importe
… d, ERPNext will still generate its own name and override the imported one.
## Context information (for bug reports)
## Steps to reproduce the issue
1. Go to **Sales Settings** and set **Customer** naming based on Naming Series
2. Create a new naming series for Customer, for example `1.####`, starting at 0.
3. Create a new **Data Import** to insert into **Customer**.
4. Download the empty template and add a customer with a higher series value in the ID column, for example `10005`.
5. Upload the template and start the import.
### Observed result
The imported **Customer** gets the name "10001". This is bad because it changes all my existing customer numbers.
### Expected result
The imported **Customer** gets the name "10005", as specified in the Data Import. It should still validate if a record with this name already exists, but not overwrite the value.
Also discussed [here](https://discuss.erpnext.com/t/import-customer-data-with-id/42941).
@Mina_Ezzat I don’t see how naming could be changed to prompt (as a non-developer).
February 10, 2021, 2:50pm
Since the issue seems to be pretty current and unsolved - would a direct import into the database be an option, so totally circumventing any ERPNext functionality?
February 19, 2021, 3:36pm
Sorry for the delayed response.
well, I do it in daunting way.
1- Enable developer_mode
2- Edit the Doctype you are about to import data to → change the Auto-name field to “Prompt”
3- do the data import
4- then reset the Auto-Name field back to it’s previous value.