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Pyables XML Import Scenario

  • November 28, 2022
  • 2 replies
  • 101 views
CarlosOrtiz48
Freshman I

Good day all.

 

I need to create an import scenario to do 3 task,or it can be 3 import scenarios one for each type of file.

 

i need to import in mass, this 3 

  • Excel File(containing 300 bills)
  • Pdf File (300 invoices -pdf files, the same that are listed on the exel file)
  • XML File (300 invoices -pdf files, the same that are listed on the exel file)

 

  1. From an exel file, import an amount of invoices into Payables
  2. Attach a PDF File an XML file into each of the invoices imported from the excel file.

 

i have the exel scenario already working to import my invoices, but i need to upload to each invoice a PDF file(its the invoice pdf from my vendor) and an XML file containing the same information but its in XML because its requested that way by our mexican goverment agency.

 

the 3 type of files need to be imported in mass.

is it possible to do this?

 

thanks for your help!

 

regards

Best answer by DavidEichner

Hi @CarlosOrtiz48 

I don’t know of a way to do so with an import scenario, but you can definitely do it via calling an Acumatica API.  I’ve attached the training guide from Acumatica Open University and Page 44 is where they address how to do so.

Let me know if you have any additional questions.

Best,

David Eichner, CPA

Charles

    2 replies

    DavidEichner
    Captain II
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    • DavidEichner
    • Captain II
    • Answer
    • January 19, 2023

    Hi @CarlosOrtiz48 

    I don’t know of a way to do so with an import scenario, but you can definitely do it via calling an Acumatica API.  I’ve attached the training guide from Acumatica Open University and Page 44 is where they address how to do so.

    Let me know if you have any additional questions.

    Best,

    David Eichner, CPA

    1 Attachments
    David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
    CarlosOrtiz48
    Freshman I
    • CarlosOrtiz48
    • Author
    • Freshman I
    • March 16, 2023

    Good day David.

     

    Really appreciate your help, i will look into this!

     

    regards!

    Charles
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