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Can acumatica be set up to automatically upload excel files stored in a specified location?

  • May 8, 2023
  • 2 replies
  • 194 views
A
Varsity I
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Hi,

A client is wanting to set up their system to automatically import data from excel files that are stored in a specific folder on their computer. They are wanting it to upload at certain intervals so that it can pick up new files when they become available.

Is this possible at all through an inbuilt feature or through some kind of customisation?

Kind regards,

Andrew

Best answer by Manikanta Dhulipudi

Hi @AndrewA 

Have you verified the below articles 

https://asiablog.acumatica.com/2016/08/sync-files-from-acumatica-to-ftp-server.html

Thanks

2 replies

Manikanta Dhulipudi
Captain II
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Hi @AndrewA 

Have you verified the below articles 

https://asiablog.acumatica.com/2016/08/sync-files-from-acumatica-to-ftp-server.html

Thanks

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
A
A
Varsity I
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  • AndrewA
  • Author
  • Varsity I
  • May 8, 2023

Hi Manikanta, thanks for sharing that information, that was really helpful!

Kind regards,

Andrew

Chris Hackett
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