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2012 R3 CU8
I need to import a large collection of email addresses and phone/fax numbers to existing customers. Ideally I could also import multiple purpose/roles for each address. (I understand that part may be a customization)
Can someone tell me what entity and fields to focus on? I've tried using the Contact Person entity but my test import of 1 record seems to go nowhere. Thanks
This was my test data
'1' as ContactPersonId,
'90540' as CustAccount,
'Test@test.com' as AddressEmail,
'Test' as AddressEmailName,
'USA' as CountryRegionId
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The problem with using the Customer Entity in my experience is that it wipes out any fields that you do not provide. This is too much of a risk for us.
Thanks for the replies. I was hoping for something out of the box but I've found it easier just to create a custom import job which also allows me to import the roles and isprimary status of the contact data.
just check dmfcustomerentity and dmfcustomeraddressentity.
also try to use office add ins to do that
Hi,
I would consider giving all the current values of a customer, and adding additional phone numbers and e-mails on that master data.
In 2012 R2, there was an issue with HcmWorker entity. When DIXF updated a worker, it would delete phone numbers and e-mail addresses.
Let's say would like to update some info of your workers, for example identification number, when you give DIXF such a data -> WorkerNumber;Identification number
Then all the phone numbers and e-mails were gone.
For importing E-mail address of existing customers,, I use the actual customerentity.
The fields are following:
1. "CustomerAccountNumber" = 90540
2. "PrimaryEmailAddress" = test@test.com
3. "PrimaryEmailAddressDescription" = Test
4. "PrimaryEmailAddressPurpose" = Invoice
Let me know if it works.
This is not working for me. Customer Address Entity only imports customer addresses with email addresses attached to the address. I need to add emails to the Contact information tab.
In regards to the customer entity, the customers already exist and I cannot reimport them. I just need to import the email addresses.
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