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Questions Import scenario to update Default Customer Payment Method

 
Everything Else
Last Post by Andy Katz 5 months ago
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Rick Taylor
Posts: 6
 Rick Taylor
Topic starter
August 22, 2018 9:21 am
(@ricktaylor)
Active Member
Joined: 5 years ago

I need to update customers default payment method with an import scenario.  Nothing I have attempted is working.

Any suggestions?

9 Replies
Royce Lithgo
Posts: 557
 Royce Lithgo
August 22, 2018 7:02 pm
(@roycelithgo)
Honorable Member
Joined: 5 years ago

I think you need to use the @@ operator to select the Payment Method you want to set as default and then assign the IsDefault field.

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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
September 3, 2018 7:35 am
(@timrodman)
Famed Member
Joined: 10 years ago

You could also try doing a separate import into the Customer Payment Methods (AR303010) screen.

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Ellie
Posts: 129
 Ellie
September 25, 2019 12:02 pm
(@ellie)
Estimable Member
Joined: 5 years ago

The "@@" does not seem to work in this case. I don't know why, but I achieved this through hard coding the line number of the desired payment method .

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Tim Rodman reacted
Royce Lithgo
Posts: 557
 Royce Lithgo
September 16, 2020 1:20 am
(@roycelithgo)
Honorable Member
Joined: 5 years ago

I got this to work with Payment Method ID specificed in the file.

image
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Jesse Houser and dwan reacted
dwan
 dwan
(@dwan)
Joined: 5 years ago

Active Member
Posts: 5
October 9, 2020 2:40 am
Reply toRoyce LithgoRoyce Lithgo

@roycelithgo Thanks..that worked.

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Tim Rodman reacted
Andy Katz
 Andy Katz
(@akatz)
Joined: 6 months ago

New Member
Posts: 3
February 5, 2025 6:51 pm
Reply toRoyce LithgoRoyce Lithgo

Posted by: @roycelithgo
↑

I got this to work with Payment Method ID specified in the file.

-- attachment is not available --

Wanted to pass along that I ran the Import Scenario from this @roycelithgo post in 2024 R1 and it worked a charm.

Note that in our case the Payment Method was already in place on all the customer records, it just wasn't set as the default.
We had set them using another payment method (from the Customer Class) on the first customer import, before we knew we were going with Acumatica Payments, so all the customer class for credit card users was defaulting to a method we weren't going to use after implementing that.

The data provider file had CustomerID and PaymentMethodID as columns.
Be sure to uncheck the <Line Number> field that defaults in when creating the scenario.
I also did the full entry of =[PaymentMethods.PaymentMethodID] for the Source Field/Value even though the scenario defaulted to just "PaymentMethodID"...not sure if that mattered, but wanted to follow his example. 
As best practice, tried with 3 customer IDs first, then ran in the full load after validating the test result.

 

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SusanK17
Posts: 10
 SusanK17
November 29, 2024 3:25 pm
(@susank17)
Active Member
Joined: 5 years ago

How do you know which line number to use?  I created an import scenario and it defaulted to line number -1.  I want to set a specific method as default.

Also I am trying to query if there is a default set.  I pull from CustomerPaymentMethodInfo since CustomerPaymentMethod shows the IsDefault as no longer used.  But the ones marked as true never show as true in the results.  I tried a SQL query and the IsDefault isn't listed as a field.

 

image

Has anyone had any luck with this?  I really need to get the default payment marked for all of our internet orders that we are uploading via API.  As the IsDefault field is not available via API and cannot be added to the Endpoint.

This appears to be the illusive field in the system.

I appreciate any help I can get.  Thank-you.

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Travis
 Travis
(@travisl)
Joined: 3 years ago

Trusted Member
Posts: 40
January 16, 2025 8:57 am
Reply toSusanK17SusanK17

@susank17 In an import scenario -1 means create a new line.  -2 is delete.  

 

Here's a good tutorial on import scenarios:   https://www.eis.consulting/post/acumatica-import-and-export-scenarios-tips-and-tricks

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SusanK17
Posts: 10
 SusanK17
January 16, 2025 9:03 am
(@susank17)
Active Member
Joined: 5 years ago

Thank-you Travis.

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