<div dir="ltr">Hi Erreu.<div><br></div><div>Is there option to Void Invoices that are created in mistake? or Refund/Credit is the option to adjust billed amount. </div><div><br></div><div>Thank you,</div><div>Tushar Patel</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, Mar 8, 2017 at 10:06 AM, Syndeo Patel <span dir="ltr"><<a href="mailto:syndeonetwork@gmail.com" target="_blank">syndeonetwork@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr"><font face="times new roman, serif">Erreu,</font><div><font face="times new roman, serif"><br></font></div><div><font face="times new roman, serif">Thank you so much for your help. I am able to import customers now. I was making 2 mistakes , 1. I was supplying numerical value for field -'<font color="#000000">refnum'. and 2. i missed to supply unique agent custid. </font></font></div><div><font color="#000000" face="times new roman, serif"><br></font></div><div><font color="#000000" face="times new roman, serif">Thank you again for your help.</font></div><div><font color="#000000" face="times new roman, serif"><br></font></div><div><font color="#000000" face="times new roman, serif">--</font></div><div><font color="#000000" face="times new roman, serif">Tushar</font></div><div><i><font color="#000000" face="arial, verdana, helvetica, sans-serif" size="3"><br></font></i></div><div><i><font color="#000000" face="arial, verdana, helvetica, sans-serif" size="3"><br></font></i></div></div><div class="HOEnZb"><div class="h5"><div class="gmail_extra"><br><div class="gmail_quote">On Tue, Mar 7, 2017 at 5:00 PM, Erreu Gedmon <span dir="ltr"><<a href="mailto:eg@keyway.net" target="_blank">eg@keyway.net</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div bgcolor="#FFFFFF" text="#000000">
<p>Ok, I'd forgotten that I'd already patched up my development
version. Here is a sample that works on the reference version at
<a class="m_-8212891780552333205m_8608887431841647103moz-txt-link-freetext" href="http://backoffice-demo.freeside.biz/freeside/index.html" target="_blank">http://backoffice-demo.freesid<wbr>e.biz/freeside/index.html</a><br>
<br>
Create a file named test_ext.csv<br>
Copy and paste this line into the file and save:<br>
123456,"Word of Mouth","LastName","FirstName",<wbr>"123 Test
St.",,"Test
City",CA,92373,us,"","<a href="tel:(800)%20555-1234" value="+18005551234" target="_blank">80055512<wbr>34</a>",,,,,,,,,"4111111111111111"<wbr>,,"12/20",<a class="m_-8212891780552333205m_8608887431841647103moz-txt-link-rfc2396E" href="mailto:billtest+1234@example.net" target="_blank">"billtest+1234@examp<wbr>le.net"</a>,,,<br>
<br>
1. Login as guest with password guest to
<a class="m_-8212891780552333205m_8608887431841647103moz-txt-link-freetext" href="http://backoffice-demo.freeside.biz/freeside/index.html" target="_blank">http://backoffice-demo.freesid<wbr>e.biz/freeside/index.html</a><br>
2. Select Tools, Importing, Credits <br>
3. Select Tools, Importing, Customers, Format: Extended<br>
4. Click "Browse" then select test_ext.csv, them click "Import
file".<br>
<br>
NOTE The import form is touchy. You must clear the cache by
performing step 2 each time you attempt to import data.<br>
<br>
FYI The image you sent is not visible. It displays the error "You
need permission", then "We're sorry, but we were unable to send
the message. Please contact the person directly."<br>
</p><span>
<pre class="m_-8212891780552333205m_8608887431841647103moz-signature" cols="0">Erreu Gedmon
--
"You see persons and things not as they are but as you are."
-- Anthony De Mello</pre>
</span><div><div class="m_-8212891780552333205h5"><div class="m_-8212891780552333205m_8608887431841647103moz-cite-prefix">On 03/07/2017 02:15 PM, Indian Patel
wrote:<br>
</div>
<blockquote type="cite">
<div dir="ltr">Hi Erreu,
<div><br>
</div>
<div>I am running Version 4.1 and i tried using Extended and
Extended Plus with appropriate column changes in each
attempt. </div>
<div><br>
</div>
<div>Used your example with removing column after 'Firstname' as
it was giving for Address1. I am still getting same error
message as before. attached screenshot. </div>
<div><br>
</div>
<div>Also tried your exampled data on free-side's guest account,
same issues. </div>
<div><br>
</div>
<div><br>
</div>
<div>Thank you for your help. </div>
<div><br>
</div>
<div><br>
<div class="gmail_chip gmail_drive_chip" style="width:396px;height:18px;max-height:18px;background-color:#f5f5f5;padding:5px;color:#222;font-family:arial;font-style:normal;font-weight:bold;font-size:13px;border:1px solid #ddd;line-height:1"><a href="https://drive.google.com/file/d/0B-oeUV92k0KSUzdFREpFZE9MdUU/view?usp=drive_web" style="display:inline-block;overflow:hidden;text-overflow:ellipsis;white-space:nowrap;text-decoration:none;padding:1px 0px;border:none;width:100%" target="_blank"><img style="vertical-align:bottom;border:none" src="https://ssl.gstatic.com/docs/doclist/images/icon_10_generic_list.png"> <span dir="ltr" style="color:#15c;text-decoration:none;vertical-align:bottom">Pkg_part
error.JPG</span></a></div>
</div>
</div>
<div class="gmail_extra"><br>
<div class="gmail_quote">On Tue, Mar 7, 2017 at 3:44 PM, Erreu
Gedmon <span dir="ltr"><<a href="mailto:eg@keyway.net" target="_blank">eg@keyway.net</a>></span>
wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div bgcolor="#FFFFFF" text="#000000">
<p>Which version of Freeside are you using and which Batch
Customer Import Format did you select?</p>
<p>Here is an example csv record that works on version 4.1
with format "Extended plus company"</p>
<p>"1234","Word of Mouth","LastName","FirstName",<wbr>,"123
Test St.",,"Test
City","CA","92373","us","","<a href="tel:%28800%29%20555-1234" value="+18005551234" target="_blank">80<wbr>05551234</a>",,,,,,,,,"",,,,<a class="m_-8212891780552333205m_8608887431841647103m_-8293633034252318824moz-txt-link-rfc2396E" href="mailto:billtest+1234@example.net" target="_blank">"billt<wbr>est+1234@example.net"</a>,,,</p>
<pre class="m_-8212891780552333205m_8608887431841647103m_-8293633034252318824moz-signature" cols="0">Erreu Gedmon
--
"You see persons and things not as they are but as you are."
-- Anthony De Mello</pre>
<div>
<div class="m_-8212891780552333205m_8608887431841647103h5">
<div class="m_-8212891780552333205m_8608887431841647103m_-8293633034252318824moz-cite-prefix">On
03/07/2017 01:08 PM, Indian Patel wrote:<br>
</div>
</div>
</div>
<blockquote type="cite">
<div>
<div class="m_-8212891780552333205m_8608887431841647103h5">
<div dir="ltr">
<p class="MsoNormal">Hello,<span></span></p>
<p class="MsoNormal"><span> </span></p>
<span style="font-size:11pt;font-family:calibri,sans-serif">We
are trying to import customers into Freeside
using .CSV and keep getting error message</span>
<div><span style="font-size:11pt;font-family:calibri,sans-serif">
– '</span><span>Error: illegal pkgpart:
pkgpart'. </span></div>
<div>
<div style="text-align:-webkit-center"><font color="#ff0000" face="times new roman" size="4"><br>
</font></div>
<div><font face="calibri, sans-serif"><span style="font-size:14.6667px">we tried
entering package values we have and still
getting mentioned error. Attached CSV file
for example. please can you help us
identifying issues.</span></font><span><br>
</span></div>
<div><br>
</div>
</div>
<div>we also tried without column heading and that
still gives same error message. </div>
<div><br>
</div>
<div>Thank you for your hlep. I was hoping to
post this on community discussion list if
someone knows solution. </div>
</div>
<br>
<fieldset class="m_-8212891780552333205m_8608887431841647103m_-8293633034252318824mimeAttachmentHeader"></fieldset>
<br>
</div>
</div>
<pre>______________________________<wbr>_________________
freeside-users mailing list
<a class="m_-8212891780552333205m_8608887431841647103m_-8293633034252318824moz-txt-link-abbreviated" href="mailto:freeside-users@freeside.biz" target="_blank">freeside-users@freeside.biz</a>
<a class="m_-8212891780552333205m_8608887431841647103m_-8293633034252318824moz-txt-link-freetext" href="http://freeside.biz/cgi-bin/mailman/listinfo/freeside-users" target="_blank">http://freeside.biz/cgi-bin/ma<wbr>ilman/listinfo/freeside-users</a>
</pre>
</blockquote>
</div>
______________________________<wbr>_________________
freeside-users mailing list
<a href="mailto:freeside-users@freeside.biz" target="_blank">freeside-users@freeside.biz</a>
<a href="http://freeside.biz/cgi-bin/mailman/listinfo/freeside-users" rel="noreferrer" target="_blank">http://freeside.biz/cgi-bin/ma<wbr>ilman/listinfo/freeside-users</a>
</blockquote></div>
</div>
<fieldset class="m_-8212891780552333205m_8608887431841647103mimeAttachmentHeader"></fieldset>
<pre>______________________________<wbr>_________________
freeside-users mailing list
<a class="m_-8212891780552333205m_8608887431841647103moz-txt-link-abbreviated" href="mailto:freeside-users@freeside.biz" target="_blank">freeside-users@freeside.biz</a>
<a class="m_-8212891780552333205m_8608887431841647103moz-txt-link-freetext" href="http://freeside.biz/cgi-bin/mailman/listinfo/freeside-users" target="_blank">http://freeside.biz/cgi-bin/ma<wbr>ilman/listinfo/freeside-users</a>
</pre>
</blockquote>
</div></div></div><br>______________________________<wbr>_________________<br>
freeside-users mailing list<br>
<a href="mailto:freeside-users@freeside.biz" target="_blank">freeside-users@freeside.biz</a><br>
<a href="http://freeside.biz/cgi-bin/mailman/listinfo/freeside-users" rel="noreferrer" target="_blank">http://freeside.biz/cgi-bin/ma<wbr>ilman/listinfo/freeside-users</a><br>
<br></blockquote></div><br></div>
</div></div></blockquote></div><br></div>