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Microsoft Dynamics GP (Archived)

Integration Manager- Importing Customer Addresses

Posted on by Microsoft Employee

We are trying to import our Customer list and Customer Addresses into GP via Integration Manager. Our Customers are going in fine. Our Addresses are giving us an issue. For our Customers that have only one address the address ID and address information is importing fine. However, for our customers that have multiple addresses only the ID ("Primary") is importing. The actual address information for "Primary" is not importing, nor are any of the additional addresses being imported. We do not get any error during the load or during validation. Any help is appreciated.

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  • Suggested answer
    Syed Hasan Profile Picture
    Syed Hasan 55 on at
    RE: Integration Manager- Importing Customer Addresses

    Hi Scott,

    Can I get more details or screen shot which shoes the source file and the mapping

    I used two sources file.

    Sources:  Customer Master and Customer Details. 

    Query Relationship is on CustomerID:

    In Customer Details text file I used each customer id three times because I am using three difference addresses. example.

    Customer Master

    Customer Details

    its import only one address, how can I insert multiple address

    Thanks,

    Irfan

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Integration Manager- Importing Customer Addresses

    If I understand correctly, all locations of a Customer with multiple locations need to have the same Customer ID.  The first pass should contain only Customers with a single locations and the Primary Customer ID that contains the billing address of customers with multiple locations/physical addresses.

    Then I run a second pass with only the additional locations of Customers with multiple locations, same Customer ID, different Address IDs?

    Also, if there are Customers with multiple locations but the Billing address is not the same as any of the locations, do I need to create a Primary Record for the Billing address.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Integration Manager- Importing Customer Addresses

    Warren- you are correct. We are only seeing one address because it happens to be the last one in the list. We will have to see if we can sort it a different way so "Primary" isn't always last.

    Thanks for your help!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Integration Manager- Importing Customer Addresses

    If I am understanding you correctly, you are experiencing something that is not just unique to Address ID, but in most lookup Windows.   It is positioning the list to the current value.   So if you had two Address IDs (A and B), if B is the current value in the field and you do a look up, B is the default shown in the look up window.  You need to scroll up to see A.  

    Warren

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Integration Manager- Importing Customer Addresses

    Warren- that worked. Thank you!

    We are experiencing something odd- hoping it is just a setting that needs to be changed.

    If we go to a customer record that has more than one address.

    Click on the magnifying glass next to Address ID (to see all of the addresses for the customer) the "Addresses" window opens. It only has the default Address ID shown. We do not see all of the addresses listed. We must click on the Refresh button to get all addresses to show. So, there is no easy way to tell if a customer has one address or multiple addresses unless we open the Addresses window AND click the Refresh button.

    It seems like all addresses should be shown in the Addresses window by default.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Integration Manager- Importing Customer Addresses

    So here is the quick fix for that.   Do a two pass integration.  

    1st Pass is create the customer with the one address id.

    2nd Pass is to update the customer with the additional addresses.  

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