I noticed a very weird behavior when importing customer details with a CSV: I tried several times (on two completely different installations), but I can’t import postal numbers, they’ll just stay blank.
I imported them as “Postal Code - Client”. Even if I add them manually in the client section, I can’t display the postal code using $client.postal_code. When I try $client_address, it displays the correct client street, but the company’s postal code and city.
Any idea how to fix that? Thanks a lot!
not sure how far out a fix is for this. if you are interested i can upload the tools i have made to correct the data in clients, and client_contacts.
i was missing phone, postal code, country id in clients and
fname, lname, postal code, phone, custom1, custom2, countryid from client_contacts
it’s by no means ready for prime time. i didn’t make anything to import their csv’s as i was just using phpmiadmin to do the basic importing and exporting.
i still used the import within invoice ninja to put them populate the DB.
this just matches the name with the import and client in DB and fills in what’s missing.
step 1 is just getting client id from ninja
step 2 is updating client table
step 3 is updating client contacts table
step 4 just calculates balance or invoice import lacking balance, but has amount and payment amount.
step 5 checks all invoices to be imported to make sure there is a matching client name in ninja.
step 6 isn’t done. it’ll seek out the matching invoice number and fill that info. shouldn’t take long to adapt step 2 or 3 to do this.
ill be working on getting the missing amount, payment amount and balance in the invoices table in the morning.
is there a way to refresh the caching after editing the database.invoices directly? the invoices show up properly in the customer portal but not the backend.
you’ll want to increment the updated_at column in which ever row/table you have modified this is what triggers the incremental data to be sent to the backend.
V 5.2.17-C56
the csv file containing the invoices does not even contain any payment data. all unnecessary columns are removed to help with processing the CSV
invoice amount is correct and line items are added fine. there is no input to fields of: paid, date-payment or amount-payment.
i have tried with and without balance at same as amount, and no input to balance.
i have also tried inputting to “paid” with 0.00 and leaving paid blank.
the payment generated has an amount of 0.00, the invoice number is referenced, and the current date is used for payment date.
