Hi guys... I can import employee Expense Reports u...
# generale
Edgar Valdés
03/07/2022, 7:59 PMHi guys... I can import employee Expense Reports using the Import CSV Records, but it only imports the first line of an expense report... Any idea? The "external ID" is the same for every line
j
Jason McGill
03/07/2022, 8:05 PMHi Edgar,
Jason McGill
03/07/2022, 8:06 PMI just had this same issue with importing a CSV. the external ID should be unique. at least it needed to be on my import. i was importing payment methods into payment instruments.
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Edgar Valdés
03/07/2022, 8:19 PMI want to import a single Expense Report, so the External ID must be unique for the import, but identical to every line in the same Expense Report... If I omit the External ID it creates multiple records, if I repeat the ID it fails in the second line... So I can't import Expense Reports with multiple lines 😕
j
Jason McGill
03/07/2022, 8:29 PMwhat is the mapping of your import? the way i got around using external ID was by using the customer name instead. that let me import multiple payment methods to the same company without referencing the external ID.
g
Gregory Jones
03/07/2022, 8:30 PMRefer to answer id 31843 in suiteanswers. You need to import either as multi-file csv, or the expense lines need to be on one line in your csv.
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Gregory Jones
03/07/2022, 8:32 PMIf you already have it set up with expense lines as rows, it's probably quicker to set up for multi-file as opposed to getting them all on one row.
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Edgar Valdés
03/07/2022, 9:31 PMThanks @Jason McGill @Gregory Jones multi-file works fine... It's weird because I have previously imported other document types using single CSV file...
Edgar Valdés
03/07/2022, 9:34 PMBut for Expense Reports "you must create a discrete set of columns for each expense" 😕
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