Skip to main content
Solved

Importing file Attachments from Salesforce

  • September 20, 2022
  • 3 replies
  • 243 views
  • Translate All
Freshman I

Hi,

Client would like to import the data from Salesforce into Acumatica.

 

They have file attachments in the Opportunities and Accounts records in Salesforce and would like to get them imported into Acumatica when we import the data using the import scenario with Data provide type "Salesforce Sync".

 

How can we bring those attachments using Import scenario or is there any other optional available?

 

Many Thanks

Adeel Ahmed

Best answer by Manikanta Dhulipudi

Hi @ahmed13 Please refer to the below article

Currently, it is not supported but sees some suggestions related to API calls

Thanks

View original

      3 replies

      Manikanta Dhulipudi
      Captain II
      Forum|alt.badge.img+16

      Hi @ahmed13 Please refer to the below article

      Currently, it is not supported but sees some suggestions related to API calls

      Thanks

      Translate
      Acumatica Functional Consultant & Customer Experience Supervisor
        Kandy Beatty
        Captain II
        Forum|alt.badge.img+18

        Hi @aahmed 

        Can you share your import scenario? Someone here can look at it for you. 

        Translate
        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
        RohitBhandurge
        Jr Varsity III
        Forum|alt.badge.img

        @aahmed - Do you have integration with Salesforce turned on? In other words, have you installed the Salesforce customization from GitHub? It looks like there are a series of steps to be performed before you can use the Data Provider “Salesforce Sync”. Here is a link for a YouTube video that could help you.

         

         

        Thanks! Please share the results if you find a solution. 

        Translate
        Rohit Bhandurge - Forever Grateful!
          Terms & ConditionsAccessibility statement
          About Acumatica ERP system
          Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
          © 2008 — 2024  Acumatica, Inc. All rights reserved