ERPNext Conference 2019* ERPNext.com Blog

Importing Customers using data import tool


#1

Hi all,

i am trying to create customers using the data import tool, I notice when we create customer one by one from gui, it does not ask for all the mandatory fields, but when we use import tool it is mandatory for fields like SalesTeam, Party Account etc. I have issue with this, as there is an error. Please assist.

please find image and error in erpnext. error for row 21:
Total contribution percentage should be equal to 100


#2

You can create a Customer record by filling only those fields which were also mandatory via the UI and delete the other columns in the import template:

Created via import: