how can I use SOAP APIs to import payments from bank to acumatica.
Best answer by Dmitrii Naumov
View originalHow to import data from bank to acumatica using SOAPAPI
Userlevel 4
Userlevel 7
+5
First of all, I don’t think using SOAP is the right approach since Acumatica is going to stop SOAP support in some time.
Second, it really is a very vague question. Depends on what bank, what exact data you need to transfer, etc.
I’d recommend to check the existing integrations first, see here: https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=cced4b81-106f-4c06-9769-6d4fd9f22e0d
Userlevel 4
First of all, I don’t think using SOAP is the right approach since Acumatica is going to stop SOAP support in some time.
Second, it really is a very vague question. Depends on what bank, what exact data you need to transfer, etc.
I’d recommend to check the existing integrations first, see here: https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=cced4b81-106f-4c06-9769-6d4fd9f22e0d
Thank you so much for your response. The link was really helpful.
The update about SOAP is really helpful. Would appreciate any ideas on the way forward, probably will use REST APIs. Basically the project is about ,customization to Import bank payments (made by customers) directly from the bank and apply them to Invoices using an Import scenario in Acumatica.
Any helpful ideas on how to go along with this?
Userlevel 7
+5
Then, on the Process Bank Transactions screen you can match records that have their counterparts in Acumatica and create payments for the ones that do not have them.
See more here:
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