Home Forums Support Steps to Import the Right Way with CSV

This topic contains 7 replies, has 2 voices, and was last updated by  Hillel Coren 2 months ago.

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  • #21020

    mauwiks
    Participant

    Hi everyone.

    Greetings of Peace!

    Need a hand here importing data from another platform. Can you guys state a few tips on how did you successfully imported your data if you had because some fields are missing from my previous system and I don’t know if this is the reason why I get an error returns all the time. Really appreciate the help. Thanks

    #21023

    Hillel Coren
    Keymaster

    It’s unlikely to cause an error, most errors are from the client not being found or the invoice number being taken.

    #21027

    mauwiks
    Participant

    I haven’t made any invoice yet. Is there another way how to fix the error? 🙂

    #21030

    Hillel Coren
    Keymaster

    Have you imported the clients?

    What error exactly are you seeing?

    #21034

    mauwiks
    Participant

    I am currently importing invoices at the moment. Not yet for others.

    Screenshot of errors from email: http://prntscr.com/o48rd3

    #21037

    Hillel Coren
    Keymaster

    These errors are either from the client not being found or the invoice number being taken.

    – Have you imported the clients?

    – Are there deleted invoice in the account?

    #21038

    mauwiks
    Participant

    I have imported clients data and I successfully did it. But when I imported the invoices, I couldn’t. It returns an error. Same as before. I haven’t created any invoices ever. I’m new to the system.

    #21064

    Hillel Coren
    Keymaster

    I’m not sure, if you haven’t created any invoices then I’d assume the client isn’t matching?

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