Need help resolving errors when importing a budget X3V7

I have been asked by the Finance team to import budget data into X3 from several CSV files they have created. I am using a slightly modified BUD import template and am able to verify that it is matching all of the data to the right fields using the Test function on the import screen. When I run the import for real, I receive the error below.

Record No. 1 (Line Number 1)
1 Error 1 P18 C01 18 1 3001 110 11 => ACC 3001 : Accounts : 3001\Record does not exist

I have verified that the account numbers exist in the system by successfully creating an individual entry using the account number with the Budget Entry Screen.

I have tried putting the account number in double quotes ("3001"), putting the account number in single quotes ('3001') and leaving it plain (3001).

I have checked the setup of P18 in the Budget Setup Screen and have checked the account setup for 3001.

I you need any more information, let me know and thank you for your help.

Paul

  • 0
    Hi Paul, what I usually do when troubleshooting import/export templates is export some data to see how it needs to be formatted and in which order.

    Hope that helps
  • 0 in reply to RegularGuy
    Thanks Guy,

    I did that at the beginning and have been uploading in the same format. I even checked for invisible characters and spaces. It must have been a formatting issue as I ended up using a delimited format instead of the ASCI (ii) format which worked. I don't understand why though, as my upload data did not change. ASCI (ii) would be much easier to use if it worked as I wouldn't have to add all the quotes to everything.
  • 0 in reply to [email protected]
    My secret to import/export is to use ASCII(2), field separator \009 and record separator \013\010 and file format ASCII.

    I will open the export file in notepad and select all the text and copy to the clipboard.

    Launch excel and paste into A1 (beware if your item numbers or customer numbers have leading zero's, eg, 01054, those columns must be formatted as text and the data repasted). The tab character tells excel where the fields are.

    Copy and paste back into notepad and save the file when you want to import data.

    This approach works really well because theres no quote issues and it allows you to use all the tricks that excel affords.