Smartsheet Integration Error


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Hello Everyone,

I setup the Smartsheet Integration in Acumatica and connected with Smartsheet succesfully.

Then I created a project in Acumatica and when I’m trying to sync the project getting below error. Can you please help me with this?

And also, observed that “UsrSmartsheetContractID” field is NOT filling in Contract table.

 

 

 


13 replies

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Hi, @Doug Johnson  Awesome :) and Thanks a lot for sharing this info.

We will install and test this out, and keep you posted on the results.

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Dear Community:

The SmartSheet integration software on GitHub was updated 2 days ago. https://github.com/Acumatica/Acumatica-Smartsheet.

The latest version works with 2021 R1. I was easily able to install and sync projects on my local instance. I have had some challenges with my AWS sites, but others have successfully installed it.

Enjoy!

@Naveen B. Dumbing down the fields to map is a way to generate the Smartsheet project. But that brings little satisfaction when you cannot synchronize updates back to Acumatica.

We have many sales prospects inquiring about project tracking, resource planning, and project management capabilities with Acumatica. We feel that this integration is a good start and has great potential but not ready. In our demos, we focus on Project Accounting but do not elaborate on this aspect and do not market Smartsheet Integration.

I wonder if anyone using the Construction Edition has positive result with Smartsheet integration or other ISV tools.

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Hi, @eric30  When I add only these 3 fields (Task Name, Due Date, Comments) in the mapping then the sync part is working fine and the moment when I add StartDate, EndDate and etc getting errors.

Do we have issues with integration?

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@eric30 Sorry, that was a typo. SmartSheet Integration V2 is what I am using. We are working on a build that will support 2021 R1 and will post it to GitHub when it is ready.

Another reason why I believe field mapping is a little funky is I tried ‘Task Sheet’ in Projects Preferences. I started with all 6 fields. With each error, I tried a different Acumatica field. When nothing works, I left the field blank. I was down to 3 fields (Task Name, Due Date, Comments) when integration went through without errors.

Hi @Naveen B@Doug Johnson ,

I’m experiencing the same errors and found that field mapping in Projects Preferences plays a role. For your first error message, I replicated your setup and found that leaving the PREDECESSORS field blank stopped it from happening. For your second error message that I also cannot get past, I’ve tried mapping to different fields and none of them work.

I tested with 2020 R2 (20.211.0037) and I downloaded the ZIP file using the same link that you used.

@Doug Johnson you mentioned using customization SmartSheetIntegrationV23. I cannot find that version and wonder if you can share the link to download it. I’d like to use the identical setup as you and see if I can get your results.

 

Eric

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Hi, @Doug Johnson,  We have installed 20 R2 (20.202.0043) version and published AcumaticaSmartsheet (downloaded from the below path) but we still seeing the same issue with new version also.  I’m I doing anything wrong with the mappings or Project/Project Template/Project Tasks creation? Could you please review and confirm.

 

 Path: https://github.com/Acumatica/Acumatica-Smartsheet 

 

 

Mapping Screen

 

Projects screen


 

 

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Hi, @Doug Johnson  Thanks a lot for the response. 

Sure, I will check with the 20 R2 version and let you know.

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@Naveen B  I cannot reproduce with Acumatica 2020 R2 (20.202.0043) and SmartSheetIntegrationV23, but within Smartsheet there are dependency settings that could be causing the issue. I remember that in an earlier version of Smartsheet integration, I could not sync the end date because the duration and end dates might not be consistent.

  

 

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Hi, @Doug Johnson I have changed the duration in the Projects Preferences screen and populated that dates but, now we getting the below issue.

 

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Hi, @Doug Johnson  Thanks a lot for the response.

This the brand new instance, NO customizations published/Complete DEMO data with default Acumatica configuration. (Only AcumaticaSmartSheet Integration package published on the instance)

I do not any required attributes in the projects screen. Please find the screenshot for reference.

 

 

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It looks like you have your project mapping configured correctly on Project Preferences. Many times this can lead to errors. I tested with the latest SalesDemo, customization SmartSheetIntegrationV23, and your configuration and everything worked bi-directionally.

Do you have any attributes that are required in Attributes tab of your project? 

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