INTERNET APPLICATION DEVELOPMENT
MID MARKET ERP DEVELOPMENT
by Joe Zhou
There are so many ways to import data into Intacct. The most straightforward method is to prepare a CSV file that conforms to the format requirements of the object, manipulate the data in Excel, and use the Intacct import function to load the data. In this article, I will share with you a different approach that doesn’t require Excel and Intacct’s export and import buttons.
Instead, I will use Intacct Chrome Test Tool and NimbleText to complete the import. First, write XML API calls to get all the records you want to import and execute them in Intacct Test Tool. In this example, I use readByQuery() and readMore() functions to retrieve 4000+ invoices. I only want all the values of the RecordNo field so I use the return format “CSV”. Below are the API calls in XML.
Next copy and paste the response into NimbleText, supposedly you are using the downloaded version. Remember to uncheck “Auto preview,” as it may freeze up your screen if you are working with a lot of rows of data. In the “Substitute using this pattern” panel, write the “create” XML call and use “$0” to substitute the actual value. Click on the “Calculate” button. In the “Results” panel, NimbleText automatically writes all the necessary inputs for you based on your pattern. Now copy and paste the results in the Intacct Test Tool. Press the “Post XML” button and wait for the call to run its course. After a few minutes, it populates the target object, AR Invoice Lookup, in this case.