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Import/Export

Nichole Mines
$organization

I have been doing imports and exports for the last few years. The question I have is does anyone know if I will run into problems if we are on Version 11 and the Organization that we are working with is on version 10? 

  • $organization

    Hi Nichole,

    Just compared a v10 and a v11 export and it looks like the only columns to worry about might be a street3 and alt_street3. I'm assuming they can be added or removed as needed, but as you know editing the file can cause some issues sometimes, so hopefully this will work ok.
    It appears that v11 outputs customer information the same as it did in v10, so I think as long as you move everything to the household (which is usually what people do) you should be good since that is going to be the same ID number that ACT has on file. 

    I haven't tried it so I can't say for sure, but I hope this is helpful.

    Cheers!

  • $organization in reply to Ryan Rowell

    The data in the cust_type column might actually pose a problem. Can't really say without testing it out. You may want to open a TASK ticket for more information.

    Cheers!

  • $organization
    Thanks Ryan. I posted here before emailing you direct. I am sure it will all work out. If not I will call you.


    --------
    Original message --------
    Subject: Re: [Tessitura Technical Forum] Import/Export
    From: Ryan Rowell
    To: Nichole Mines
    CC:



    Hi Nichole,

    Just compared a v10 and a v11 export and it looks like the only columns to worry about might be a street3 and alt_street3. I'm assuming they can be added or removed as needed, but as you know editing the file can cause some issues sometimes, so hopefully this will work ok.
    It appears that v11 outputs customer information the same as it did in v10, so I think as long as you move everything to the household (which is usually what people do) you should be good since that is going to be the same ID number that ACT has on file.

    I haven't tried it so I can't say for sure, but I hope this is helpful.

    Cheers!
    From: Nichole Mines
    Sent: 3/28/2013 1:21:10 PM

    I have been doing imports and exports for the last few years. The question I have is does anyone know if I will run into problems if we are on Version 11 and the Organization that we are working with is on version 10?



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  • $organization in reply to Ryan Rowell

    Update: Robbie and I tested and yes, all we have to do is remove the  street3 info and were all good.