I am trying to import an Excel list of customers exported from another accounting system. The Customer # from the other system is six characters wide just like Adagio. Each is a six digit number. The first customer is 000001, the second 000002 and so on. They are currently at about 1000 customers so the newest customer is 001000 let's say.

When I import, Adagio is stripping the leading zeros, left-aligning the remaining characters and stuffing the missing characters that were stripped with the "auto fill" character from the Receivables Profile Customer tab. I don't want this. I want to import the customer numbers from my Excel data as they are. How?

Related to that, because of the import problem, I want to delete all of the customers I imported with the mangled customer numbers so that I can import them again once I learn how to avoid the problem described above. How can I mass delete my customers short of making a new company from scratch or deleting them one at a time?

Thanks,

What, no backup prior to the import?

Mark all the customers inactive, the. Delete the inactive customers.

Turn off auto fill in company profile.

Re-import. Leading zeros will be removed.

But you should really encourage them to change their customer codes to something more useful.

Hi Matthew:
Adagio removes leading zeroes in all code fields; try creating "000001" from the keyboard and you will see it become "1" (or "1" plus 5 auto-fill characters since you have that turned on). It's the same for GL account numbers/departments Vendors etc.

Since it is important for Customer codes to have the same length (makes searching easier), could you map "000001" to "10001" and so on?

No backup needed. This is a pre-sales job. I want to demonstrate that I can convert their data.

They like their customer numbers and want to keep them. These numbers are used in their external POS systems (this is a small chain of grocery stores). The POS system keeps 'house' accounts and exports charges to said accounts to a text file daily. We will import these charges and age the house accounts in Adagio. But we need to keep the customer account numbers with their leading zeros.

How about importing from a quote-delimited, comma-separated value file. If the customer number in the CSV is "000001", will it import with the leading zeros intact?

Ok, this is very bad for me. As Bruce says, Adagio does not like leading zeros. But the old accounting system likes customer numbers with leading zeros and the current POS system likes customer numbers with leading zeros. And the competing accounting systems in this beauty contest like customer numbers with leading zeros.

I will put the leading non-zero character into the codes, as Bruce suggest, and see if that flies with my prospect.

And, being a programmer, I'm sure that you can write a small piece of code to pre-process the file from their POS system before it is imported.

Adagio has never supported leading zeros in any key.

Yes, a pre-processing program is now required. Not hard to do but adds an undesired seam to the proposed solution.

Actually, you may find that the import of the POS transactions will also trim and justify the customer code in the same method as the import customers (it should). They can enter the leading zeros if they want - Adagio will just convert them to spaces.

We can't have that. We really need a customer code that exports and imports without alteration. But that cannot be done with Adagio because of the leading zeros so my pre-processing program will replace the leading zero with a one as Bruce G. suggested and new house accounts will be created starting with number 100000.

There are other things that the pre-processing program must do. The POS export columns need to be adjusted to make Adagio A/R import happier. The invoice amount comes out of POS without a decimal point so one must be added. The invoice date does not look like a date (missing /s).