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I have close to 3000 customers in my customer table (1500 of which are active), and yet there are only 100 or so of those in the Entity table. Why are they not showing up? Is this a problem?

Hi MikeB,

This does not sound like normal behaviour. Your Entity table should have all of your Customers, Vendors, Employees, and Other Name records. Have you tried to export your Entity table? If you export it, are you still not seeing all of your customers? Try exporting your Customer table and your Entity table and compare them. To check if the records in your Entity table are customers, include the EntityType field. 

- Jason

Mike, 

I think this may be the problem - The more fields you choose in your export, the less records that you will be able to export. Are you trying to export your Entity table with all of the available fields? Try unselecting all of the fields when you export and choosing only the ones you need. You may find that you will see ALL of the records now. 

There is actually a number at the bottom of the import tool that tells you how many records will be available to export with the number of fields selected. As you select more fields this number will decrease. See my screenshot below. Hope this helps! 

- Jason

That appears to have worked, but is very concerning.

As a comparison test, I exported only 2 fields: ("Record ID" and "FullName") from the "Customers" table, and I received the same number of records (close to 3000) as when I exported all columns/fields in the Integration Tools interface for the "Customers" table.

However, the same thing doesn't happen for the entity table: exporting all columns gives me only 100 records for customers. But stripping it down to 2 columns, I get all the customer Record IDs (and more...).

Is there an example of filter script that I can use to pare down the lists before exporting (like, "IsActive = TRUE", "EntityType" = "Customer", etc.)?

Thanks

Mike,

Your Entity table most likely has many more records than your Customer table. This may be why you are seeing all your customer records when you export the Customer table with all of its fields, but you are not seeing all of your entity records. 

Some examples of some simple filter scripts you can use are:

RecordID <= 300

EntityType = 'Customer'

- Jason

Thanks, I just needed the proper formatting for the script. Is there a help subject on that or is that more of a general knowledge thing?

I wouldn't say it is general knowledge but I agree that there should be a Help Center article about it. I'll bring that up with the team. There are a few more options you can use on this forum post. 

- Jason

How do I select a distinct set of multiple Record IDs.?

For example, RecordIDs 561, 2274 and 3584

Mike,

Try this: RecordID IN (561,2274,3584)

- Jason