Update: I created a business event to auto-update the file sync setting and it’s working successfully. I was hoping that the data provider would automatically pass those settings along, but this solution covers what the client needs.

Thank you for sharing your solution with the community @kdavis45!

Hi Kristen,

So happy to find this as I’m attempting the same.

Do mind sharing how you did the business event?
I would really appreciate it!

Thank you.

Wendy Pratley

​@Wpratley7 

This particular client needed cash account-specific SFTP links, so I setup several layers:

1. We added remittance settings to the ACH payment method so the client can easily manage cash account-specific settings. (This is where I added the SFTP link.)
2. I created a GI that combined the UploadFileWithIDSelector to CashAccount, then CashAccount to CashAccountPaymentMethodDetail to get the SFTP link specific to each file.
   1. This GI is conditioned to show files created from the AP305000 screen, created within the past week, and an empty last exported date.
3. I created an import scenario to fill out the synchronization settings using a combination of the above GI and hard-coded values based on the client’s requirements.
4. We combined it all via business event. Every business day, the business event runs the import scenario for all records in the GI.
   1. This runs on a schedule, but could theoretically also run when a record is added.

Here’s a quick reference to the import scenario:

Hi Kristen,

Thank you so much!

This is very helpful.

I really appreciate it.

Hope I can make it work! 

Thank you.

Wendy

Hi Kristen,

This worked like a charm!

Thank you for your assistance.

I truly appreciate it.

Thank you.