Method:Classic General Q&A

Re: Trouble Importing Customers from Xcel

Method_Ashur — Thu, 07 Feb 2013 14:28:35 GMT

Hi PetzLife D,

When you're importing your data on Step 2: Prepare Data, ensure that there are no duplicate fields on the 'Select the columns to import' section. Take a look at my screenshot below, you'll see that the Name field in my CSV file (surrounded by quotations) is being linked to the Name field in the Customer table (selection from the dropdown list). Go through all your other columns to ensure that no other columns are being imported in the the Name field of the Customer table. Ensure all the dropdown selections used are unique fields. If you're still experiencing issues please email me your phone number along with the best times to reach you so that we may start a screen sharing session and triage your issue. Alternatively you can give us a shout at 1-888-925-6238 and select option 2 for Support.

- Ashur

Re: Trouble Importing Customers from Xcel

Method_David — Wed, 06 Feb 2013 21:13:08 GMT

Hi PetzLife D,

I've moved this to the appropriate forum to be answered

Dave

Trouble Importing Customers from Xcel

PetzLife D — Wed, 06 Feb 2013 19:55:05 GMT

I am having trouble importing a customer list from Xcel. I had to change the "company name" column because there has to at least be a "name" column. Fine, I get that. But then when I went to import it, I was declined because I can't "have an empty value in the "name" field". It gave me that notice on a previous import and all I did was went back to the xcel document and typed in some name for each customer that did not oficially have one. BUT, this time around, none of my rows in the "name" column are empty........