I am really struggling to understand how to correctly import Data,
Specifically with the linking of Doctypes.
I want to upload a customer, but the fields for
Default Price List
Are all link fields, So how do i upload them as a csv but also link the fields?
Do i have to do separate imports for each doctype?
In what order would i need to import the doctypes for them to now have errors?
I need help please
I’m still a newbie but have had some good progress with imports.
Here are my notes for customers:
There are several tables involved: Customer, Contact, Address, Email, Dynamic Link, etc
Importing will need to be performed in several steps
- Import customer (basic data)
- Import Contacts
- Import addresses (note mobile number is the only searchable number).
- Update Customers and set Primary Address and Primary Contact to link tables (when importing select Update records).
I controlled the unique ID for the items. For example All my customers have a 1:1 relationship with contacts. I prefixed my customerID with “cont”+“customerID” to uniquely identify the contacts for the import. I tried a similar thing for the addresses as well. I didn’t like how it worked out for the addresses because when searching, it’s difficult to determine what the address is for. I ended up naming the address UniqeID the same name as the contact.
An important thing for me was setting the ‘Primary Address’ for the customer. I did this by updating the customer table with the following fields:
ID,Customer Primary Contact,Customer Primary Address,Primary Address
For the above ‘Customer Primary Address’ is the link name and ‘Primary Address’ is an “HTML” field for the address like:
255 Main St. <br>
MyTown, FL 33572<br>