I create a new database and then I create a customer invoice and export it. I then change the values in the file to other names and amounts.
When I try to re-import there is no way to map the fields that do not show up in the list (Invoice partner display name, signed total, etc..)
I do not understand why it exports to a file with wrong field names???
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Hello,
here is the best way to handle this situation:
1. when you have to update existing record => select the record/records -> action(export) -> check "i want to update..." -> select the required fields -> export.
- this will allow you to export th External Id of this record "unique per every record on the database"
- the excel file will has the first row with technical name of fields which have been chosen in step 1, which will automatically matches the existing fields during import process
2. update/add records
3. activate developer mode -> go to import -> choose your update file-> test-> import
Note: make sure to check "i want to update..." during export process and make sure to import based on this external ID to update this specific record
for simplicity those are main fields to import
| External ID | Number | Partner | Invoice/Bill Date | Due Date | Reference | Invoice Lines / Unit Price | Invoice Lines / Account | Invoice Lines / Label | currency_id |
hope this will help
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Just share any screenshots of the error. Usually, there is an option to select while you export the data. Make sure it's true.
"I want to update data (import-compatible export)"
I donI don't seem to be able to attached images here.. But you can see a screenshot here: https://www.kbsf.dk/wp-content/uploads/errors.png