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Importing file Attachments from Salesforce

  • September 20, 2022
  • 3 replies
  • 188 views

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

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3 replies

Manikanta Dhulipudi
Captain II
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Hi @ahmed13 Please refer to the below article

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

Thanks


Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • September 20, 2022

Hi @aahmed 

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


RohitBhandurge
Jr Varsity III
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@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.

 

https://www.youtube.com/watch?v=4bb6Pks9pVw

 

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


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