NAV 2017 - create contacts from customers

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We have imported customer records using a configuration package.
Everything came in OK:

However, contacts appeared only as numbers (no company names got associated).

We tried to run "create contacts from companies", but it seems that no matter how we set the filters, nothing happens...

Did anybody else have this issue - and how did you solve it?

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Have you set skipped table triggers to true while importing customers ?

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Community Member on at

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Nope. Should we?

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Alexander Ermakov 28,096 on at

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As far as I have got your scenario, you have imported both customers and contact cards, but the contact cards do exist now but they are not synchronized with customer cards. As you know, there is no just a separate contacts list directly related to customers - there is a contact card made as a company and then associated with a company, then contacts are added to the contact card. Try synchronizing them by linking: msdn.microsoft.com/.../hh165246(v=nav.90).aspx , will that work?

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We imported Customers only. Contact numbers got created in NAV automatically.

I followed the link you suggested.

When I try to "link a contact with existing customer", I get a message saying that "contact already has a Contact BUsiness Relation with customer" - so, the link is already there.

It is just that when we go into Contacts page, all we see is the contact numbers - no names, phones, etc.

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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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Hi Timkal,

You imported Customers Only, so it will create automatically a Primary Contact type "Company" without any address, phone information.

You can import again the contact list with their details with more information, so it will replace the existing one with the new information.

If this answer resolve your question, Click Verify to share the answer with other community members.

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Community Member on at

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Thank you, this will be the way to fix the issue. However, I was hoping to do this automatically, by using the "create contacts from companies" tool, which obviously is not working quite right.

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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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You are welcome Timkal,

Give it a try and will be waiting for your feedback.

I think you are trying to use this tool.

msdn.microsoft.com/.../hh165117(v=nav.90).aspx

If this answer help resolve your issue, Click Yes to Verify all the possible Answers to share it with other community members.

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Community Member on at

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I was trying to use the "create contacts from customers" batch tool. And, it does not seem to work.

I already fixed this - had to do it all by hand.

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Community Member on at

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Hello Timkal,

I know you already solved your problem. But you resolved the hard way. You were on the right direction but you gave up, unfortunately! :p

The tool "Create Conts. from Customers" (Report 5195) does not work for you because your imported customers already have a Business Relation link to a contact card.

Why your customer have a Business Relation? Because you have "Bus. Rel. Code for Customers" not empty in Marketing Setup table. When you imported your customers, NAV validated empty value to the field Contact and executed code that creates an empty Contact Card.

Now, you know why :).

To resolve you problem, the clean way, you simply should:

1- empty the field "Bus. Rel. Code for Customers" in Marketing Setup (save the current value somewhere safe),

2- import your customers,

3- set back the "Bus. Rel. Code for Customers" value in Marketing Setup,

4- run the tool "Create Conts. from Customers",

5- get some coffee and get back after 15mn

6- check and enjoy the result :)

Well, the steps I described may help other users who face the same issue.

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Community Member on at

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Aah, thank you.

So, the next time I have a list of 500 customers to add, is it OK to repeat the steps as described above? (Will this affect the records I already created)?

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