Identifying the records you want to import using the field: Identify xxx by

Identifying the records you want to import

Note: The field is named according to the type of transaction you're importing

When you import Cards, Sales, , Disbursements and Receipts, you can identify the records you want to import by using the Identify xxx by field. You have three choices; you can select by Card Co./Last Name, Card ID or Record ID.

Notes: In FirstEdge, you can enter cards with the same name. If you enter ID numbers for your cards, though, each card must have a unique ID number.

The Record ID is an internal number within the MYOB FirstEdge company file. Each record is automatically assigned a unique Record ID.

If you choose Identify xxx by Card Co./Last Name, every record must have an MYOB FirstEdge customer card with a Co./Last Name assigned to it in order for you to begin the import process.

If you choose Identify xxx by Card ID, every record must have an MYOB FirstEdge customer card with a Card ID assigned to it in order for you to begin the import process.

If you choose Identify xxx by Record ID, every record must have a Record ID assigned to it.

Note: If you receive the alert "The xxx field is required for this import"