Method:Classic General Q&A

Re: Importing Subcustomers

techconnect — Fri, 03 Apr 2015 10:54:21 GMT

Got it - thanks very much!

Mike

Re: Importing Subcustomers

Method_Audisho — Thu, 02 Apr 2015 14:33:14 GMT

Hi Mike,

There is a database trigger that automatically creates the FullName field so you do not need to include this in your import. You do need to include the Name field however, as this is a required field. The resulting FullName field of the imported record will look like “ParentFullName:Name”. I hope this helps.

-Audisho

Importing Subcustomers

techconnect — Thu, 02 Apr 2015 12:55:02 GMT

When importing a customer record that is a subcustomer of an exisiting record, does the FullName get updated automatically as part of the import or do I need to specificy the Customer:Subcustomer text in the FullName field as part of the import. For example, if I'm importing:

FirstName: Sub

Lastname: Customer

ParentFullName: Parent Customer

Will the subcustomer's record be assigned "Parent Customer: Sub Customer" automatically as the subcustomer's FullName, or do I need to define "Parent Customer: Sub Customer" as the FullName field in the import? I just want to make sure the subcustomer's FullName appears as it would if it was entered through the GUI.

Thanks,

Mike