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Data Import overrides name

See original GitHub issue

Description of the issue

When name (ID) is specified in data to be imported, ERPNext will still generate its own name and override the imported one.

Context information (for bug reports)

ERPNext: version-13-beta Frappe: version-13-beta Ubuntu 18.04 Bench >=5.0.0

Steps to reproduce the issue

  1. Go to Sales Settings and set Customer naming based on Naming Series
  2. Create a new naming series for Customer, for example 1.####, starting at 0.
  3. Create a new Data Import to insert into Customer.
  4. Download the empty template and add a customer with a higher series value in the ID column, for example 10005.
  5. Upload the template and start the import.

Observed result

The imported Customer gets the name “10001”. This is bad because it changes all my existing customer numbers.

Expected result

The imported Customer gets the name “10005”, as specified in the Data Import. It should still validate if a record with this name already exists, but not overwrite the value.

Also discussed here.

Issue Analytics

  • State:closed
  • Created 3 years ago
  • Comments:10 (4 by maintainers)

github_iconTop GitHub Comments

2reactions
dj12djdjscommented, Apr 20, 2021

@barredterra It seems in version-12 it is not available. However, in version-13 when you set the naming to “Prompt” the import will accept the ID(name) column. You should just make sure to change back to naming_series after the import is complete.

how-to-import-id-column

2reactions
walstanbcommented, Jan 18, 2021

Proposed Solution:

  • Have a checkbox on Data Import to decide whether names are to be auto-generated based on Naming Series or whether they need to be imported from the CSV

image

  • After the import is done, prompt the user to manually update the current value for the series from Naming Series.

  • Move Naming Series DocType from ERPNext to Frappe app.

Read more comments on GitHub >

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