Method:Classic General Q&A

Re: Invoice Line Item Import

Method_Loi — Mon, 14 Dec 2015 21:17:23 GMT

Hey Rick,

Sorry for the late reply. When you import your invoices, it creates new RecordID's that the InvoiceLine records will not match up with. You will have to go into your InvoiceLine file and make sure to adjust the InvoiceRecordID's so that they match up with the correct Invoice RecordID's in the invoice table (Do not match them to the reference field). What you can do is try to import 1 line first and then if that is successful, you can adjust and import the rest of the InvoiceLine table.

-- Loi

Invoice Line Item Import

Rick — Wed, 02 Dec 2015 16:09:29 GMT

I have been importing data ahead of go live - I am down to the last table which I need to import - InvoiceLine.

The Invoices are aleady imported correctly but when I import the InvoiceLine it is saying the InvoiceRecordID does not match (I am assuming this is the field to match the Line to the Invoice?). An example is Invoice 1326 (Once Upon A Time Soft Play) and my Method accout is PatientBillHicks (I have also granted method access). Please advise what I need to tweak to make the import work.

Kind Regards
Rick