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Configuration Package Field Filtering

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Posted on by Nick Webb

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I have an Excel Spreadsheet containing 3 Customer records. Two have a Currency Code of GBP and one has EUR. I'm trying to create a configuration package to only import the two that have a currency code of GBP and bypass the EUR one. So I went in to Edit - Config. Pagkage Filters and selected Field ID: 22 Field Name: Currency Code and I've tried various values in the Field Filter column:
GBP,
=GBP,
='GBP'
"GBP"
="GBP"

... None of these work. All 3 records are being imported when I only want two. What am I doing wrong?

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Ben Baxter 6,918 Super User 2026 Season 1 on at

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Nick,

I'm not sure the filtering is used during the import process. Since Configuration Packages can be used to Export Data as well, that is where I use the filters to minimize the data exported from the package.

I would break your Excel Data into different files. While this can be time consuming when only dealing with 3 records, it is generally the safer practice when dealing with a large number of records.

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