Import customer delivery addresses

Find this screen

Open: Import Records > Customers > Import Customer Delivery Addresses

How to

Create an import file for customer delivery addresses

You can import delivery addresses using a CSVComma 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.
  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 200cloud 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.

Import customer delivery addresses

  1. Select Validate and import records.
  2. Click OK.

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

    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.

  4. Check the validation reports to ensure that your records are complete and correct.

    Note: The reports are displayed as a preview, printed, or sent to the spooler. This depends on the Output mode you have set.

  5. Make any required corrections to the records in your import file.

    As part of this update remove the details of records that were successfully imported. This prevent erroneous errors the next time you import the file.

  6. Repeat this process to import those corrected records.

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.


FAQs

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 file) and add the mandatory field to your record.
    • If a field is incorrectly formatted: refer to the import file format (XLS 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 200cloud checks for the following:

  • Whether any of the records already exist in Sage 200cloud.

  • Each record contains all mandatory fields.
  • All fields are correctly formatted.

Two reports are produced as part of the validation process:

  • One lists those records that passed the checks and can be imported.
  • The other lists records that failed validation and would not be imported into Sage 200cloud. For each record a single failure reason is provided.

What happens when I import the file?

  1. The import file is validated.
  2. All valid records are imported. Any invalid records are ignored.
  3. A report listing the imported records is produced.

  4. If any records haven't been imported, these are shown on a second report.

Tip: Can't see the report? Check the spooler or your printer.