Forums › Cached › CSV Import

This topic contains 10 replies, has 0 voices, and was last updated by shambhavi 9 years, 5 months ago.

  • Author
    Posts
  • May 29, 2015 at 9:18 am #24068

    shambhavi

    I need to import Gift certificates and transactions related to it, looking for some basic steps and rules for importing standard Gift certificates and financial transactional info along with it. thanks in advance.
    This is a cached copy. Click here to see the original post.

  • May 29, 2015 at 10:37 am #24069

    JCirocco

    Assuming you want to create active, available gift certificates you can import them as line items on a stand alone invoice. What do you mean by "financial transactional info along with it"?

  • May 29, 2015 at 11:50 am #24070

    shambhavi

    gift cards with opening balances.

  • May 29, 2015 at 12:09 pm #24071

    JCirocco

    Just create a CSV with the fields needed to import an Invoice. I use todays date as the external ID (excel "TODAY()" function. For the item you need to specify the GIFTCARD item, quantity of 1, the amount still open and the giftcertificate # you want to generate. On the CSV import template just hardcode the gift certificate giver and receiver and also the recipients email address. We have it point to an internal address alias. Map the Invoice date to whatever date you want to show them as loading, externalID to todays date so it is unique. Gift card fields for mapping are at the end of the invoice mapping fields something like Gift Certificate fields…

  • May 29, 2015 at 12:18 pm #24072

    shambhavi

    Thanks a ton…this is really helpful.

  • May 29, 2015 at 12:24 pm #24073

    JCirocco

    No problem. Just understand that if you have the same external ID and date it will create a massive invoice. Nice if you are loading to go live, you only need to manually add a single discount line to net the invoice to zero once created.

  • May 29, 2015 at 12:26 pm #24074

    rnedelkow

    You can also check out SuiteAnswers Answer Id: 9980 for more information regarding supported invoice sublist data.

  • May 29, 2015 at 12:43 pm #24075

    JCirocco

    Forgot to say to test with a dummy gift certificate number or 2. Once you create them, if you delete the invoice to retry with changes, may still say that the gift cert is already used.

  • May 29, 2015 at 1:20 pm #24076

    shambhavi

    Also the client had gift certificates stored as inventory items, now they would like to convert it to Gift certificate item type. What would be the accounting adjustments needed?

  • May 29, 2015 at 1:32 pm #24077

    JCirocco

    Not sure of that. Sorry.

  • May 29, 2015 at 1:35 pm #24078

    shambhavi

    Not a problem, looks like its going to be pretty messy.

  • Author
    Posts

You must be logged in to reply to this topic.