To Configure File Synchronization Through a Shared Folder

You can synchronize files stored in MYOB Acumatica with files stored on a shared network folder. [1]janice.paganiniSee the "allow" entry in our Usage Dictionary or Microsoft's A-Z word guide; we avoid it outside of talk about permissions.2024/11/0613:24:04-05:00Thus, you can synchronize either a single file or the entire contents of a folder. If you choose to sync the entire folder, you will need to specify a regular expression to identify the files that should be synchronized.

Before You Proceed

Before you start configuring synchronization between a file on your MYOB Acumatica website and a file or folder on your local network, share the folder (which includes the file to be synchronized or which will itself be synchronized with the file on the MYOB Acumatica website) through your operating system. Make sure the folder is shared with proper rights for writing.

Note: Synchronization (of the export type) with a folder means that each time synchronization is performed, a new file with the appropriate date and time stamp is created in the specified folder.

To Configure File or Folder Synchronization

  1. Open the Search in Files (SM202520) form.
  2. [2]janice.paganiniIt seems that this form has been redesigned since the original drafting of the text. There's no longer a left pane and a right pane on the form--just a single table. I have changed this across the three files to fit what the form now looks like.2024/11/0615:32:21-05:00To find the file, in the Selection area, specify criteria to help you find the file. These criteria can include the file name (or part of the file name), the time interval of the import, and the name of the user who imported the file or checked it out. The table lists the files that match the criteria you have specified.
  3. In the table, click the file to open the File Maintenance form for this file and view information about the file.
  4. On the Synchronization tab, select the Synchronize check box.
  5. In the Synchronization Type box, select [3]janice.paganiniPredefined options should be in italics 2024/11/0615:47:10-05:00Shared Folder.
  6. In the Path box, enter the path to the shared folder on a local network computer.
  7. In the Login and Password boxes, type the username and password of an account with sufficient rights to allow system access to the shared folder.
    Attention: If you synchronize files with an FTP server, you should use a username [4]janice.paganiniSomething is wrong with this text .. I am not sure if it means without only the slash or backslash or without the slash, comma, and backslash. Would you please check on this and fix the text? If we mean without the slash or backslash, the characters in question should be in italics and we should say "without the / or \ character [singular]" ...2024/11/0610:43:47-05:00without the / or \ character in synchronization settings. Otherwise, MYOB Acumatica will not be able to connect to the server.
  8. To configure synchronization with the folder, do the following:
    1. Select the Synchronize Folder Content check box.
    2. In the Import File Reg. Exp. box, enter a validation mask for the files in the folder that are involved in synchronization.
  9. On the form toolbar, click Save.