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Importing file Attachments from Salesforce

  • September 20, 2022
  • 3 replies
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A
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

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    Manikanta Dhulipudi
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    Manikanta Dhulipudi
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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

    Acumatica Functional Consultant & Customer Experience Supervisor
    Kandy Beatty
    Chris Hackett
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    Kandy Beatty
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    • Kandy Beatty
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    • September 20, 2022

    Hi @aahmed 

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

    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
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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. 

    Rohit Bhandurge - Forever Grateful!
    Kandy Beatty
    Chris Hackett
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      Chris Hackett

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