[dobovedo]

We are a company who makes automated phone calls. Our Billing Dept. is using an internal account on our own system to automated collections calls for customers who are X days past due. To keep records of which customers/numbers were called and the results of the call, they want to set up a CSV import to create a Completed Phone Call.

Simple enough, except that I am having difficulty getting the record to attach to both the Customer and reference the Invoice.

These are my data fields and sample data:

Group #: 212224

Subject: 60+ Days Past Due Call

Organizer: Mader, Christy J

Phone Call Date: 2/8/2013

Date Completed: 2/8/2013

Phone Number: 215-656-6758

Status: Completed

Notes: Reached Person

Transaction: Invoice #54661644468

This is my field mapping in NetSuite:

Organizer Organizer (Req)

Group # External ID

Date Completed Date Completed

Notes Comments

Phone Number Phone Number

Phone Call Date Date (Req)

Status Status (Req)

Subject Subject (Req)

Transaction Transaction

When I tried to run this import, I get the following error:

Invalid transaction reference key Invoice #54661644468 for company .

I tried modifying the transaction by removing the text and going with just the number, and also by using the transaction Internal ID instead of the number. Then I realized the error isn’t about the data in the Transaction field, it’s a problem with the reference to the company.

So I changed the data to try and link to the Company instead of the External ID.

Modified data fields and sample data:

Company: 212224 : Northbridge Park Co-Op, Inc. c/o Cooper Square Realty

Subject: 60+ Days Past Due Call

Organizer: Mader, Christy J

Phone Call Date: 2/8/2013

Date Completed: 2/8/2013

Phone Number: 215-656-6758

Status: Completed

Notes: Reached Person

Transaction: Invoice #54661644468

Modified field mapping in NetSuite:

Organizer Organizer (Req)

Company Company

Date Completed Date Completed

Notes Comments

Phone Number Phone Number

Phone Call Date Date (Req)

Status Status (Req)

Subject Subject (Req)

Transaction Transaction

Now I’m getting a different error:

Invalid company reference key 212224 : Northbridge Park Co-Op, Inc. c/o Cooper Square Realty.

I have tried a half dozen different variations on the above and can not figure it out. Can someone please help me identify what I am doing wrong, and what values, specifically, belong in the Company and Transaction fields? Thanks!
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