Method Community

When trying to import from a csv file into the customer table, my data was validated, but I got this error message:  I've added two fields - Website and LocationVolume, but can see no duplications as seems to be indicated in the error message.  Suggestions?

CatWineUsa-

In the CSV file do you happen to have 2 columns with the same name? For example 2 Website columns?

-Michael

CatWineUsa-

One additonal note, 2 blank columns are also considered duplicates

-Michael

That was my first guess - that I'd missed something in that respect - but no, there are no duplicate columns.  I got your second point as well regarding blank columns, and dropped the "website" column for that reason as none of the four I was testing had websites, but the results were still the same.  Here's what the data looks like.  Hopefully it helps you.

Tom

Tom-

Try renaming removing the spaces from the headers. For example change Company Name to CompanyName, First Name to FirstName etc. Let me know if that addresses the issue.

-Michael

I thought that was a pretty good idea, but unfortunately it didn't work.  I changed all three columns in which "name" was a separate word, and don't see any other similar conflicts.  

Tom-

I am unable to duplicate that exact message, even when I set columns name to have the same name or import into the same field. 

What if you try import from clipboard? I used the sample data you gave me and pasted into the copy utility and it imported fine without any errors. I wonder if there is something potentially off with the CSV file, is there any thing special about this CSV file?

-Michael

There's nothing different to my knowledge about this csv file.

How do you import from the clipboard?

If it works, do you see any issue doing so with a much larger file (1000 entries instead of 4)?  I ask because this is simply a test to make sure I have the file set up properly.  It if does, I need to import the same data from the larger file.

Tom-

It should work for 1000 records.

To import using clipboard for option 1 of import/exporting select Import into a table from the clipboard.

-Michael

No luck - same message.  Very strange and starting to become really frustrating.  I appreciate your help, and really want this to work, but I can't afford to keep spinning my wheels - too much to do.   

Here's what my screen looks like - 

Integration Tools menu >> Import / Export menu >> Prepare Data >> Validation >> Fixing Errors

You had following errors. Please fix them and continue.

Tom-

Can you enable MethodSupport under Customize > Users and I will login and take a look and try to import that data.

-Michael

Thanks.  I checked the box under "activate".  Is that all I have to do?

Do you also need the spreadsheet?

Tom

Tom-

It should work now! I imported the sample data that you posted on the forums. What I did was regenerate the table by editing it and clicking Finished Editing fields.

-Michael

Michael - 

Thanks, it worked.  Was there something I was doing wrong?

We may need your help again for the full list.  Wayne and I have plans to purge Method of all customers and leads are re-populate it due to a problem with Quickbooks.

Tom

Tom-

I don't think it was anything you did wrong. If this does happen again, let me know and I can quickly go in and fix it again. (You will have to re-enable MethodSupport if your account is going to be reset).

-Michael