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#61225 - 06/20/19 09:42 AM Import Customers with Format Address
Wendell Friesen Offline
Adagio Graduate

Registered: 03/06/06
Posts: 44
Loc: Grande Prairie, Alberta
I am trying to import customers from an excel file. In AR Company profile I have "Format Address" turned on. I don't see any flag on the import template to specify that I want the addresses formatted. I have a hearer row but it is from Sage 300 and is not named the same as Adagio field names. The import works great except it combines the City and State (separated by a comma space) and the "Format Address" box is not ticked.

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#61226 - 06/20/19 11:32 AM Re: Import Customers with Format Address [Re: Wendell Friesen]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11315
Loc: Vancouver, BC Canada
Hi, Wendell,

Rather than me retyping here, take a look in the Help at the Importing Records topic that comes up when you click the Help button on the Import Customers template. Scroll to the 'Notes on Importing Customers' section of the topic

The link to Import File Format Information provides detailed import information for importing customers. The Template Requirement Notes contains much information about importing addresses both formatted and otherwise.
_________________________
Regards,
Softrak Tech Support

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