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Right I disabled the warning for Actions in the Access Options. And I've added an AutoExec macro to run the query when the database is opened which seems to do the job. As far as I'm aware the Finance team never delete customer accounts so the current query will hopefully suffice. Thank you so...

I figured out the issue...turns out I'm an idiot Ok so I ran that query and it adds the Account Codes to the Customers table. You do get a warning message saying you are about to insert rows, no going back and all that. Any way around that? Will probably freak out the endusers of the database!

I'm getting a warning box saying "Could not find file 'C:\Users\johnc\Documents\tblCustomers.mdb'." tblCustomers is the Access table with additional customer info For reference my linked table is tblCustomersLinked

OK I've set up both these queries and the function as you say ie the first one shows the matching Account Codes and the second one shows the new Account Codes. However this still doesn't add the new Account Codes to the Customers table. Is there a way I can do this automatically as the database...

@theDBguy Can you possibly expand on how I would use an APPEND query to update a new customer from the Finance System. I have followed your advice thus far and managed to link the Finance System data to the Access database. I have had to spend the scouring every form and changing all the...

There is unfortunately a lot of "sensitive data" incorporated in to the design of the database, would take me an age to clean it up. I will see how I go with it myself before I take that step. Thanks for your interest though.

I am hoping the Finance System will autoreplace the file in a folder on the server. Alternatively I may need to replace it myself when necessary.

Yes I understand the aim is to prevent any repetition of data. Regarding the sync issue I had assumed/hoped the overall customers table would update when the Finance System table did. Hmm I will have to play around with this and the Ammend query. This database is gonna need some serious surgery...

Are you saying I should just keep them (Finance System data and Additional Customer data) in two separate tables rather than merge in to one big Customers table? Thank you for you patience. I am an Access novice who has bitten off more than I can chew!

Ok I will have to look in to APPEND queries! What about the linking of the FinanceSystemCSV table to the Customers table? It seems like something that should be fairly straightforward but I can't seem to make it work.

My hope is that when new customers are added via the finance system by simply updating/replacing the old excel/csv file with a new one the new customers will be added to the Access database

How do I go about doing this. Anything I've tried doesn't seem to work or doesn't update when the finance system file changes.

Apologies for the confusion. Each Account Code is unique, no duplicates

Yes each customer is assigned a unique Account Code.

The customer info coming from the finance system is: Account Code Name Address Currency ExWorks/Delivered The "Customers" table includes all of the above plus info such as: Email Phone number Active Y/N Customer Type Customer Sector Customer Priority Account Notes Up to now I have linked all...

I have very little dealings with the finance system but from speaking to the person in charge of it, the only options are to export that customer data as an excel file or CSV file. I was wondering if I could maybe create a linked table in Access to the excel spreadsheet and then somehow link the...

Hi I'm new here and am hoping some of you might be able to help me. I'm in the process of creating an Access database Customer Relationship Management database to log customer details, contacts, complaints, visits and communications. I have the bulk of the database completed and am happy with...

New member here hoping to get some Access advice!