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I need to update customers default payment method with an import scenario. Nothing I have attempted is working.
Any suggestions?
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.
You could also try doing a separate import into the Customer Payment Methods (AR303010) screen.
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 .
I got this to work with Payment Method ID specificed in the file.
I got this to work with Payment Method ID specified in the file.
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.
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.
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.
@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
Thank-you Travis.