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Bank Feeds Loaded from a File

  • June 26, 2025
  • 1 reply
  • 75 views

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Has anyone setup Bank Feeds loaded from a file? I’m struggling to find documentation on how the data provider is setup for the bank feed integration to work. We have the sftp credentials from the bank loaded but just need to know how we create the data provider on the Bank Feeds screen. Thanks

 

https://elangham.acumatica.com/(W(456))/Help?CompanyID=Langham+-+Production&ScreenId=ShowWiki&pageid=155354ab-696c-403f-8797-dbded1188e16

1 reply

  • Freshman I
  • October 8, 2025

Is there a solution to this?  I just upgraded and tried to implement sftp for my PayPal account.  When I click TEST CONNECTION there is a SUCCESS message.  But when I click SET UP DATA PROVIDER I get an error.  Here is the trace log.

 

Exception Type:
CsvHelper.ReaderException
Message:
No header record was found.IReader state:   ColumnCount: 0   CurrentIndex: -1   HeaderRecord:IParser state:   ByteCount: 0   CharCount: 0   Row: 1   RawRow: 1   Count: 0   RawRecord:
Stack Trace:
 at CsvHelper.CsvReader.ParseNamedIndexes() at CsvHelper.CsvReader.ReadHeader() at PX.Data.CSVReader.Reset() at PX.DataSync.CSVSYProvider.InternalGetSchemaFields(String objectName) at PX.DataSync.PXSYBaseSchemaProvider.GetSchemaFields(String objectName) at PX.Api.SYProviderMaint.fillSchemaFields(PXAdapter adapter) at PX.Data.PXAction`1.RunHandler(PXAdapter adapter) at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.PXAction`1.PressImpl(Boolean internalCall, Boolean externalCall) at PX.Objects.CA.BankFeed.FileBankFeedManager.CreateDataProvider(SYProviderMaint syProviderGraph, CABankFeed bankFeed, Tuple`2 folderData) at PX.Objects.CA.BankFeed.FileBankFeedManager.SetUpDataProvider(CABankFeed bankFeed) at PX.Async.CancellationIgnorantExtensions.RunWithCancellationViaThreadAbort(Action method, CancellationToken cancellationToken) at PX.Async.CancellationIgnorantExtensions.<>c__DisplayClass1_0.<ToCancellationViaThreadAbort>b__0(CancellationToken cancellationToken) at PX.Async.Internal.PXLongOperationPars.PopAndRunDelegate(CancellationToken cancellationToken) at PX.Async.Internal.RuntimeLongOperationManager.PerformOperation(PXLongOperationPars p)