I would like to import a customer list with countries as string.
I have imported entities with the countries ISO code before, but I am struggling with just the translated names as the identifier for the country.
The field which I use in my import profile is defaultShippingAddress.country.translations.en-GB.name. This field works perfectly fine on export, but fails on import - even with the previously exported file. I noticed, that the sheet containing the failed imports has Ids in the country column, that do not seem to be valid.
Is there a correct way to import entities with countries by the country name? Or do I have to use an Id / Iso code?
This is not possible. When you pass in an association just some fields, it will create that entity and assign it. You need to resolve the ID beforehand and reference only the ID.
There is an issue open to allow referencing using unique fields, to solve issues like this. But I guess this will be not solved in near future
I was able to resolve the ID's by exporting the SW Countries into a CSV:
SELECT country_translation.country_id, country_translation.name FROM country_translation LEFT JOIN language ON language.id = country_translation.language_id WHERE language.name = 'English';
And then use VLOOKUP in Excel to match the ID's to the countries.
https://support.microsoft.com/en-us/office/vlookup-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1
Related
I am looking for a way to modify my excel file to import my vendors for my product templates via name. The problem is I have to seperate multiple names in excel so Odoo can recognize it as one name. So instead of having one Vendor name in one cell I want to have one cell with Vendor names, but recognized by odoo as individual. Is there any expression I can use?
I am aware of using keys and ids is way better but I have plenty of products and I dont know their keys
Instead of this :
I need it to be like this:
I want to prevent something like this
As per my understanding what you asked is not possible. The best option, in this case, is to create a new import script which parses the data in the cell accordingly and imports it into the product template.
I'm working with a third party that is not allowed to access DOORS but is in for the requirement and the linking to the testcases. It is no problem to export both documents in an Excel sheet. Unfortunately, the most important feature of DOORS, namely the linking between testcases and requirements will not be exported.
How can I export the links between the two modules to Excel or some other format?
have a look at the Analysis→Wizard. With this, you can create DXL Layout columns that show the linked requirements, including attributes of your choice, like Object Text, Object Heading, Requirement Type or whatever. You can even create columns for recursively linked objects (Customer Req→System Req→Functional Req→Design→...).
Then export the current view to excel.
If you want the external company to create new links while they work with the excel sheet, let them create a new column in the sheet that contains the absolute number(s) of the objects to be linked, import the column to a new temporary attribute and use Link→Advanced→Link by Attribute… to create links.
I have two main questions as I am an extreme beginner with NetSuite.
I have an excel spreadsheet which has a tab known as "Individual", however there is no default individual field to map it with while field mapping. How would I go about creating a mapping for a custom "Individual" tab?
In addition, I am getting an error when trying to import my test file; it is under the language tab and it states "Invalid language reference key English." I understand that this has something to do with clicking the pence icon next to the Language tab and deselecting "names" to "internal id", but it does not give me that option.
Any help would be greatly appreciated!
If you want to create a custom field all together, you need to go to
Customization-->Lists-->Entity fields
. To make it mappable via CSV, you just need to apply it to the record you wish to import it to,
(Applied To-->Customer)
and make sure it's on the correct tab of the record.
(Display-->Subtab/Display Type)
When importing a customer list, isperson is a default, required field. This is a T/F value, so this should be what you're looking for. I would double check and make sure that the form you're using for customers contains this field and is not hidden or disabled.
Once you've done that, you can also check your advanced settings on the CSV import (before you get to individual field mapping), to make sure you're mapping to the correct form with all the fields that you need.
As for the language, I believe that for Netsuite, the correct would be English (U.S.), if that's the type of English that you're importing.
I have a sticky problem that I can't figure out how to do anyway but manually. Maybe you all can help me find a formula that would do this automatically. Here's the set-up.
My organization is currently switching CRM databases, and instead of paying the new CRM for a data upload they have tasked me with uploading the new data. Ok, no big deal, I've done it before, and it's not the worst.
However, the big problem I discovered is that with one of the databases (Raisers Edge NXT) I had to export the whole database out in two sections - one of the constituents and one of the gifts assigned to the constituents. FOR SOME REASON they exported these lists with no unique ID common between them.
So for example - I have a constituent ID for a record in the constituent list and I have a gift record for that constituent but nothing shared between them other than a name, which unfortunately might not be enough for the new Everyaction system to recognize when doing auto-uploads. So my solution is to create a unique Import ID for this import and add a unique ID to every unique name across the consituent and gift record lists so I can run two imports - one of the constituent and then one of the gifts and assign the gifts to the constituents.
Here's the big question how can I assign both lists the same unique IDs without having to go through all 3-4 thousand records manually?
Here's some sample data:
Sample Data of Problem:
I'm importing data from another system to Dynamics CRM.
My source data is a table of people, some of whom have a one way relationship to another person. This is represented by a field in the table that contains the id of the other person.
I want to import these people into CRM as contacts, with a relationship to the other contact.
However, I don't think this will work because when a contact is imported the other person might not have been imported yet and so my calculated column lookup won't necessarily find the id of the other contact.
Can you think of a way to make this work?
(I am using Simego Data Synchronisation Studio for this. http://www.simego.com/Solutions/CRM-Integration)
Can you set the tool to do an import and then an update? The first time through, don't load the relationship fields at all, just load all of the contacts. The second pass through, you shouldn't be creating any contact, just setting this relationship field.