I paid for manager and it is working ok. But sometimes… it’s hell. Honesty, I cant understand how is it possible to have so many problems for such simple thing.
We have 1 old business. I created a new one and I only wanted to import the customers from old one. That is all.
export is not good because it doesnt t export all fields. I need billing address etc. I cant find a way to turn this column on.
Batch update (“Open data in your spreadsheet program” ) is not good because it inserts the keys (like 21c66a8b-1261-4c05-8cdf-3afc6b7h3h5hc) at the end. That is not the problem, the problem is that I added a custom field to customers and batch update (when I download list) adds new line after a custom field so the key that should be in the same line falls into second line. This completely messes up export file so pasting this file to use with “batch create” creates lots of empty customers because the onlt thing in some lines is the key.
Even worse, batch update export breaks customer’s multiline billing addresses to different lines so the batch create imports it wrongly anyway - parts of addressee become new customers etc. Supossedly this was fixed but link here Exported customers and suppliers don’t have address doesnt go anywhere so I am guessing it wasn’t? It doesn’t work anyway.
OK. so the custom field breaks export function. I can live without that field so I guess I’ll just delete it. Nope, you cant delete it because my 300 customers already used this field. gaaah.
I notice batch delete option on customers. OK, so then I’ll approach this problem different way: just clone old company and do a batch delete of over 3000 sales invoices in new one so I end up with only customers. Not so fast! No can do, you can’t batch delete all sales invoices. Why? Why cant we empty this table? Think about it - you can’t empty a table.
Let’s move on. Last resort. Custom reports. I try '‘SELECT * FROM Customers’. YES! it works, all customers are there. Well, no custom fields is included but I cant live with that( probably some join statement that I cant find documentation would display it)… I click export…but wait…why are there so many lines again? Billing addresses get thrown into multiple lines again so if I batch create I get tons of empty customers again! FUUUU… bakc to square one.
As a last resort, resigned, 100% sure it wont work, I have this stupid idea…press CTRL and select all fields directly from browser. Paste it to batch create…and it works! Oh my god…It worked, praise the lord almighty! After 2 hours of this hell on earth, I finally get something as simple like old customers (without custom field but ok) in the new biz.
Bonus: http://i.imgur.com/Vh2vR6l.jpg After cloning old biz I tried to batch delete all customers. I hit the batch delete button for my customers and it only deleted those displayed on my screen. Oh well, I guess I just repeat this 10-15x times. I click the batch delete and …uhm… this is what I get… 287 still there but batch delete doesn’t offer it.
Excuse my long post but this was a nightmare. I am sure I forgot about step or two above that didnt work.
I am posting it and hopefully it can help someone, I have seen this kind of question pop up here and there. To the devs…yeah, I dont know what to say. I am sure it doesn’t happen to many people but it does happen. I’ll keep using this program but you can see that in some areas it is terribly complicated, even broken.