In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions Automate the Import of Multiple Files from FTP Location and Run Import Scenario
I’m working on a new project and I could use some help with the steps I need to complete. I’m trying to automate the importing of data from an external source on a nightly basis. Here is what I have:
- External system exports multiple Excel files to an FTP location on a nightly basis.
- I configured a data provider to connect and sync to the remote FTP location.
- I wrote an import scenario to import the external file.
Here is my problem. I can successfully run the import scenario with a single file, but how do I do it for multiple? When I perform the “File Synchronization", I end up as multiple versions (one for each new file). How do I configure Acumatica to execute my IS nightly and to import all the new files it finds?
I've run into this same problem. As far as I could tell, the Data Provider can only sync with one Excel file, not a file folder of Excel files. At least, not if you want to import each file separately.
It's been on my list to learn more about AcuSync (click here) because I wonder if they can help with this situation. But I'm not sure at this point.
What if I just want to trigger the import of 1 file after synchronizing, what would the steps be to accomplish that?
I continued playing around with this and I was able to make some progress, but now i have a new question. In my Data Provider definition, I still have my file source being a remote FTP location and there are multiple files there. However, in my Import Scenario, I found that I could change the "Sync Type" from the default "Full" value to "Incremental - New Only". Now, when I am in my Import by Scenario, I first "Prepare" the file. If there are 10 new files, it finds the first one and prepares it. I can then "Import". If all is good, I can then click "Prepare" again and it will prepare the next file in my version list. I can then "Import". I repeat this for each file in my revision list. Once I am all done, I get a red checkbox with the error message that there are no new files to prepare.
This is much closer to what I am trying to achieve. My questions is, how can I automate this process? How can I set up a job that first tries to run a prepare on an import scenario and then tries to import it and repeat over and over?
You could try creating an automation schedule of the Import Scenario in the Process Import Scenarios screen (SM206035) to prepare and import. In the schedule you could set it to run every 2 minutes between 7am and 7:30am, for example. This should run 15 times and import up to 15 files. You could extend the automation schedule to run longer if needed.
Hope this helps.
I think this is exactly what I was looking for. Thanks!