Utility to Import Debtor Notes

[Mike.Sheen]

Attached is a simple little tool to import debtor notes which I had to write recently for a new customer.

It's an Excel 2003 sheet which uses VBA to use our objects to import the notes. You just load the notes into the sheet, and click the import button and it'll rip through and import the notes.

If it encounters a note type that doesn't exist, it will create one with the supplied description.

It resolves the note type from the description, and the staff memeber from the first name surname combination.

Any notes that fail to import (say, the staff member could not be found), it highlights those rows in red, and puts a fail reason note on the line.

You can then address the failures (ie: create missing staff members, or adjust the data), and then re-import - it will only import new notes or those that failed since the last import.

I hope someone finds it useful!