Saturday, October 6, 2018

CSV Import > add new transaction > error: "This record already exists"

The error "This record already exists" will appear if the External ID was already used in previous transaction. Use a unique External ID so that the transaction will be imported without this error.

To check if a certain external ID is already used in the system, a saved search can be done.

1. Navigate to Lists > Search > Saved Searches > New.

2. Click on Transaction link.

3. On the Criteria tab > Standard subtab > add External ID = (the number of the external ID used on the csv file that has the error).

4. Click Preview.

No comments:

Post a Comment