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Updating Vendor Class With Integration Manager

  • 1.  Updating Vendor Class With Integration Manager

    SILVER CONTRIBUTOR
    Posted 19 days ago
    I need to update all of my vendor records with Vendor Classes, we do not currently use Vendor Classes.  I created a new integration to update just the Vendor Class.  My source file contains only the Vendor ID and Vendor Class.  My Destination Mapping uses the Default field for all fields except the Vendor Id and Vendor Class.  When I tested this, all Vendor Cards updated with the correct Vendor Class, however, it is also updating my 1099 Type and Box Number fields for all vendors and setting them to Not a 1099 Vendor.  It looks like it is picking up those fields from the default in my Vendor Class setup window, but I do not want to update the 1099 fields.  Any idea on how I can just update the Vendor Class and nothing else?

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    Vicki Hillary
    RDV Corporation
    Grand Rapids MI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Updating Vendor Class With Integration Manager

    TOP CONTRIBUTOR
    Posted 18 days ago
    Hi @Vicki Hillary,

    I have a couple of ideas....

    You've identified the issue with integration manager. Wherever you have the "use default value" selected, it is going to rely on the vendor class defaults.  To avoid this, theoretically you COULD map values to the other fields, but that means you'd have to change your source file.  Where are your source values coming from?  My initial thought was a SmartList that includes both the fields you want changed and the fields you don't want changed.  Then you could map the integration to the respective field and it would "update" to the values in your file which are actually your original values.

    I don't know if there are any behind the scenes scripts​ or settings could also achieve that - I've not personally had much luck.

    Alternatively you could use a macro instead of integration manager.  It would be a fairly simple one AND you can include clicking "No" on the pop up window for rolling down changes.

    The two most common ways I macros used are with mail merge using Word or using Excel Replicator by @John Arnold.  I'm including a link to a previous GPUG post he did on his Replicator tool.

    https://www.gpug.com/communities/community-home/digestviewer/viewthread?MessageKey=aa964973-7541-4a02-a45e-fa7ac5998dd3&CommunityKey=4754a624-39c5-4458-8105-02b65a7e929e&tab=digestviewer


    Does that make sense?  If you have any questions, just let me know.

    Thanks,

    Samantha​

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    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Updating Vendor Class With Integration Manager

    SILVER CONTRIBUTOR
    Posted 15 days ago
    Hi,@Samantha Higdon​,

    Thank you for your response.  I had not considered changing my Source file to include the fields that are being overridden by Integration Manager.  I think that option would work better for me than a macro based on the data that I have.

    I appreciate your help.  Once again, the GPUG community proves to be an great resource!

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    Vicki Hillary
    RDV Corporation
    Grand Rapids MI
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    Academy - Online Interactive Learning from Experts


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