Importing customer errors

Importing customer errors

Errors are likely to happen while importing customers. During any type of error, the message shown is as below.




Discussed below are a few possibilities of error occurrences. 


Case 1:

"Available currencies" displays all the currencies that you have added to your
company Settings->Currencies. In this case, the currency has to be either USD or INR only, all in upper case.





The above image shows a lowercase currency code, which will result in an error while importing customers from the template.


Case 2:

"Payment terms" displays all the payment terms that you have added to your
company Settings->Payment Terms. In this case, the Payment Terms should be either 30 days or 45 days.



The above image shows a different value (60 days) that was not in the available payment terms list, which will result in an error while importing customers from the template.


Case 3:

Do not miss the word "days" in the payment term field. Make sure to enter the same values mentioned. 




The above image shows only the number without the word "days", which is not exactly the value mentioned in the available payment terms listThis will result in an error while importing customers from the template.


Case 4:

Use only "Available States" in the template, with the same case and same spelling. 




The above images shows a different state which was not in the available states list, which will result in an error while importing customers from the template.


Case 5 :

The "Country name" should only be "India". Any other country or a case change like  "india or INDIA", or any other will result in an error.  





The above image shows a different county, other than "India", which will result in an error while importing customers from the template.


Case 6:
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Make sure to enter all "Mandatory fields" that are marked with "yes". 




In the above image, only the Customer name is entered, and the rest of fields are left empty.  This will result in an error while importing customers from the template.



Learn:
  1. Import customers