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HandiLedger - Client has no reference code error when importing entity data in HandiLedger

Resolve the client has no reference code error when merging HandiLedger data.

If you receive the error message 'Client has no reference code' when merging HandiLedger data from another system, it usually means the client record exists in the destination HandiLedger but not in the originating HandiLedger.

This can occur when only the entity exists in the originating HandiLedger, and a matching client record does not exist in HandiSoft.


Add a new client

In the originating HandiLedger:

  1. Go to View, Client Details.

  2. Add the client using the same reference (REF) code as the client in the destination HandiLedger.

  3. Save the client record.

  4. Export the HandiLedger data again.

In the destination HandiLedger:

  1. Merge the data into the existing HandiLedger.

The merge should now complete successfully.

Additional check

Ensure both installations are running the same version of HandiLedger.

  1. Open HandiLedger on both systems.

  2. Go to Help, About.

  3. Confirm the version numbers match.

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