Customer Import Errors

This section describes errors that you might see on a customer import. See the following:

• Could not find matching record. Primary name field was not mapped or is empty.

• Please set value for Type

• The field vatregnumber contained more than the maximum number ( 20 ) of characters allowed.

• The country and state/province are mismatched, the country is US and the state/province is XX. Please enter a state/province short name that matches the country.

• Invalid isperson reference key (customer name)

• Illegal ID. Please enter a name.

Could not find matching record. Primary name field was not mapped or is empty.

The error occurs if the company name or another field on the customer record is used as a reference key when updating the customer record.

There are only three reference keys that can be used when updating a customer record: internal ID, external ID, or customer ID.

1. The customer record being updated has a parent customer with several child customers.

2. The Data Handling specified is Add or Update.

3. Child of is mapped.

4. None of internal ID, external ID, or customer ID are mapped.

Please set value for Type

To resolve the error:

1. Go to Setup > Customization > Entry Forms.

2. Edit the preferred Customer, Lead, or Prospect form.

3. On the Customize Form page, select Fields > Main.

4. Find the Type field and clear the Mandatory box.

5. Click Save.

The field vatregnumber contained more than the maximum number ( 20 ) of characters allowed.

This error might occur on the Field Mapping page of the Import Assistant when updating the Tax Reg. Number field in customer records.

The vatregnumber field is the field ID of the Tax Reg. Number field. The maximum number of characters allowed for this field is 20 characters. Edit the CSV file and ensure that the Tax Reg. Number field is no more than 20 characters.

The country and state/province are mismatched, the country is US and the state/province is XX. Please enter a state/province short name that matches the country.

If you are adding new customer records and the Country field is not available on the Field Mapping page, the country might not be shown. You can verify by checking the Address subtab of a customer record to see if the Country field is available.

To make the country available, perform the following steps:

1. Go to Setup > Customization > Address Form.

2. Check the Show box for the Country field.

3. Click Save.

Invalid isperson reference key (customer name)

The error may occur when importing customer records. The isperson field is the field ID of the Company Type field. An individual or a company should be specified on the import.

To correct the error:

1. Run a CSV import, specifying a Relationships import type and Customers record type.

2. Set the Data Handling field to Add.

3. Map all mandatory fields.

4. Map Individual (Req) or click the edit icon and select Yes or No.

5. Complete the import.

Illegal ID. Please enter a name.

The error occurs when the following conditions are met:

1. On Setup > Company > General Preferences, the Default Customer Type field is set to Individual.

2. The Type field is not exposed on the form selected in Custom Form.

To correct the error:

1. Go to Customization > Forms > Entry Forms.

2. Edit the custom form that was selected in step 2 of the CSV import on the Advanced Options menu.

3. On the Fields > Main subtab, check the Show box for the Type field.

4. Click Save.

General Notices