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  • 1.  Integration Manager source file path

    Posted 12 days ago
    We are upgrading our current GP 2016 to 18.3 and moving from clients on desktops to using terminal server.

    Because users will not be able to place .csv files on their hard drive to import into GP any more, they will be placing them on the network.  Very logical.  And should be a simple matter of just changing the integrations we have to point to the new file location.  However, multiple people use the same integrations.  So, if user A puts their importfile.csv file on M:\Imports and user B also wants to put their importfile.csv on M:\Imports, someone's file will get overwritten.  I can create folders for each user, but then the integration would have to be duplicated many times to look for a particular users file location and I don't want to do that.  What I need is to be able to build the source path to a directory on the terminal server that is dependent on the windows username.  Example:  'M:\Imports\%username%\importfile.csv' with M mapped to the network location.  Is this doable?

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    Cynthia Ault
    Shoe Carnival, Inc.
    Evansville
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Integration Manager source file path

    GPUG ALL STAR
    Posted 12 days ago
    Hi Cynthia,
    Unfortunately IM doesn't like variables in the source data path/name..  neither %userprofile% (which would hold the drive letter and full path) or %userName% (which is the Windows user name alone) are accepted..


    The only alternative I could see by using a fixed Drive letter (like your M: drive) would be to have users connect to their business OneDrive account and map that to a specific drive letter, so each user would be individual, without overwriting other user's data. Of course this implies that your company has a subscription for O365 with OneDrive for each user..
    Other options would be to use a cloud service like DropBox, Box or pCloud, which also have a local 'drive' agent where each user gets his/her personal cloud assigned thru a drive letter (like P: )
    I don't really see how you would be able to keep a single source location for IM without interfering all the time with data from other users. IM being a pretty static app, I don't think there is a way to open from multiple sources like SmartConnect is able to do it when grabbing all the files in single folder.

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    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Integration Manager source file path

    GPUG ALL STAR
    Posted 11 days ago
    In my environment, there may be more than one accountant assigned to perform a task which requires an integration.  I found out very early on that .csv files were difficult to work with in our environment so I adjusted all our integrations to use an Excel spreadsheet (for the comfort of the Accountants) which puts the data into an ETL table in the database.  The integration then looks directly at the table for its data.  This has many advantages including the ability to easily reset a particular batch of data for integration, it provides history, and most especially flexibility when the data source changes (like downloads from our bank).

    If you are interested, I can provide you with a sample spreadsheet and code to get you started.  I've already mapped out most of GP's internal integrations - because I've had to use them.  You're welcome to contact me via the GPUG email and I'll send you my real contact information.

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    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise Idaho GPUG Chapter Leader
    GPUG All-Star
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Integration Manager source file path

    TOP CONTRIBUTOR
    Posted 11 days ago
    Hi Cynthia,

    It's been quite a while since I've used Integration Manager.  But, I do recall the ability to add a script (that runs at launch of the integration) to prompt the user for the path and filename of your input file.  I think you will find it under properties.  Named something like... before scripts.

    Maybe someone can send you a screenshot.

    Good luck.

    Chris

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    Chris Donnelly
    Sr Mgr of Info Systems and Financial Reporting
    Healthmark Industries
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    Academy - Online Interactive Learning from Experts


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