Import Customers with Format Address

Posted by: Wendell Friesen

Import Customers with Format Address - 06/20/19 09:42 AM

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.
Posted by: Softrak Support

Re: Import Customers with Format Address - 06/20/19 11:32 AM

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.