To Link a File Data Provider to an Existing File

The file that should be used for creating the data provider may be already uploaded to MYOB Acumatica. In this case, you perform the steps described below. You use the Search in Files (SM202520) form to get the link of the file you need to link to a file provider. You then use the Data Providers (SM206015) form to create a provider and specify the copied link on that form.

To Link a File Data Provider to an Existing File

  1. On Search in Files (SM202520) form, in the File Name Contains box, type the name of the file that you need to link to a file provider and press Enter. The table in the lower right pane contains the list of files matching the specified criteria.
  2. For the needed file that appeared in the search results, click Get File Link, and copy the internal link to the file from the Attached File Link dialog box.
  3. On the System tab, click Integration. In the navigation pane, navigate to Manage > Data Providers.
  4. Create a data provider, and specify its name and type in the Name and Data Type boxes.
  5. On the Parameters tab, set the FileName parameter value to the copied link, such as [{up}Data Providers (Export Leads)\Leads.xlsx].
  6. On the Schema tab in the Source Objects pane, click Fill Schema Objects. The source objects appear on the tab. Select the Active check box for the needed object. In the Source Fields pane, click Fill Schema Fields. The fields have been retrieved from the file and appear on the tab. Make sure all fields are active.
  7. Save the provider.

You have created a file provider and linked it to a file that was uploaded to the system earlier. This provider can be used for importing or exporting records.