Import customer delivery addresses

Find this screen

Open: Sales Order Processing > SOP Utilities > File Maintenance > Import Customer Delivery Addresses.

How to

Create an import file for customer delivery addresses

You can import delivery addresses using a CSV Comma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file.

  1. Download the import information and example file:

  2. Create your import file in the format of the CSV example file.

  3. Read the information in the import format file (XLS), and make sure your information is correct and all mandatory fields are included.

    • AccountRef, Description and Is Default are mandatory.
  4. Save your import file.

Validate your import file

This checks the file to make all the records have data in the correct format and all mandatory fields are completed. No records are imported

  1. Select Validate records only and click OK.

  2. Browse to your import file, select it and then click Open.

    Sage 200 checks the file. Click View Report to see details of any invalid records.

    There may be multiple reasons for a record to be invalid, but only one is shown in the report.

    Note: The reports are displayed, printed, or sent to the spooler; depending on the Output mode you have set.

    Note: If you get a message "Unable to process the specified file", make sure your import file is closed and isn't open in any applications.

  3. Make any required corrections to the records in your import file.
  4. To revalidate your import file, repeat this process.

Useful info

About customer delivery addresses

Your customers may have delivery addresses that are different to their invoice address. You can keep a record of the delivery addresses for each customer and select the correct one when entering a sales order.

You can also create a new delivery address when you enter an order if you need to, but setting these up in advance can make entering orders easier.

There is no limit on the number of delivery addresses you can have for each customer.

Questions

I have invalid records when I import

  1. Check the reason the import failed on the report and take the appropriate action:

    • If the record already exists: remove the record from your file.
    • If a mandatory field is missing: refer to the import file format (XLS/XLSX file) and add the mandatory field to your record.
    • If a field is incorrectly formatted: refer to the import file format (XLS/XLSX file) and amend the field so it adheres to the required format.
  2. Remove those records that were successfully imported from your import file, so they aren't imported again.
  3. After addressing all issues, import the file again.

What happens when

What happens when I validate the file?

When you validate an import file, Sage 200 checks for the following:

  • Whether an item already exists.

  • All items contain the required mandatory fields.

  • All fields are correctly formatted.

The result of the validation is provided by reports.

  • A report lists the items that are valid and can be imported.

  • A separate report is produced to list any items that are invalid and can't be imported. The report will tell you why individual items are invalid.

Note: Depending on your selected output mode, the reports are displayed as a preview, sent to the spooler, or sent to the printer.

What happens when I import the file?

  1. The import file is validated.

  2. The import file is processed.

    All valid items are imported, and any invalid items are ignored.

  3. The result of the import is provided by reports.

    • A report lists the valid items that were successfully imported.

    • A separate report is produced to list any items that were invalid and could not be imported.

    Note: Depending on your selected output mode, the reports are displayed as a preview, sent to the spooler, or sent to the printer.

See also

What do you want to do?

Import, export and update information

Enter or amend customer accounts