1 Topic by apmuthu (edited by apmuthu 12/09/2014 06:24:18 am)

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Topic: Manual Import of Customers into FA - Tutorial

I have just uploaded a tutorial on Manual Import of Customers into FA.

It can be studied with the help of the ER Diagram available in the Wiki.

Thanks to Rick Miller of Lone Star Tool who provided test data and insight and @joe for shipping address location that made this possible.

Updated on 2014-12-09 to address the Shipping Address issue and now includes TaxNum population.

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FA_Import_Customers.pdf 127.8 kb, 4 downloads since 2014-12-09 

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apmuthu's Website

2 Reply by geoffreywalton (edited by geoffreywalton 12/15/2014 11:17:34 pm)

  • From: UK, Norfolk
  • Registered: 12/03/2014
  • Posts: 28

Re: Manual Import of Customers into FA - Tutorial

Having just used the funtion following the instructions in the wiki I have updated the wiki.

It breaks the process into logical steps and provides more comprehensive instruction which a new user of FrontAccounting should find easier to use.

Cheers

Geoffrey

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Manual Import of Customers into FA - Tutorial

The fifth step has an incomplete line:

If you get error messages about non-existant fields then the

apmuthu's Website

  • From: UK, Norfolk
  • Registered: 12/03/2014
  • Posts: 28

Re: Manual Import of Customers into FA - Tutorial

Well spotted, it is actually surplus to requirements, possible error mesages are covered later in the wiki.

All corrected now

Cheers

G