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Error message while importing new customer data

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Posted on by STP

156

Has anyone had below error message while import customer data?

I was importing new customer data by Data management, not updating customer data.

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Financial Management

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STP 156 on at

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Error message while importing new customer data

@Frank,

I keep the data simple for importing.

All customer accounts are definitely new in the system.
Frank Hamelly | MVP... 3,659 Super User on at

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Error message while importing new customer data

Can you post a screenshot of your source file? It almost looks like the system thinks you're trying to update an existing customer that doesn't yet exist.
STP 156 on at

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Error message while importing new customer data

@Frank @Navneeth,

No, those customer data are new.

For example, in the system, there are 100 customer records, from CU001 - CU100, now I have additional customer data, say CU101 - CU110. That's why I set the number sequence to manual and import these 10 customer records. However, I got the error message.

Therefore, the error message doesn't make sense to me.
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Navneeth Nagrajan 1,309 on at

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Error message while importing new customer data

Hi,

Looks like you are trying to validate and import data for an existing customer. If number sequence is set to manual ensure that the customer is first cleaned up from the system, before you try importing the customer data. The import won't work if the customer exists and the account number sequence is set to Manual.

Also, check the data in the Global address book and remove the customer from the Global Address book too, if it exists.

Happy to answer questions, if any.
Frank Hamelly | MVP... 3,659 Super User on at

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Error message while importing new customer data

Are you trying to import any other customer related data in the data project? Maybe contacts or addresses?
STP 156 on at

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Error message while importing new customer data

@Layan,

I have already setup the number sequence as manual for Customer account.

The issue is I still got the error message even the number sequence has been setup as Manual.
Layan Jwei 4,134 Super User on at

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Error message while importing new customer data

Hi,

Yes just delete this column from the file and import the rest and the number sequence will be auto generated for this new customer and it will be created successfully. However, If you would like to specify the number sequence for that new customer, then I think u need to switch the number sequence setting to manual.

Thanks,
Layan Jweihan
Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
STP 156 on at

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Error message while importing new customer data

Hi @Mohamed Mine Mahmoudi,

What about the customer account number is manual?
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Mohamed Amine Mahmoudi 6,573 User Group Leader on at

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Error message while importing new customer data

Hi @STP,

If you want to import new customer you must set customer number empty and then in mapping details set the field as auto-generated.

Best regards,

Mohamed Amine MAHMOUDI

Error message while importing new customer data

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