Auto-Import
Auto-Import lets you post files to a folder to have them automatically imported to Big Business. The basic setting is to put CSV files for Orders into a folder and have them automatically appear as New Orders. Advanced options include creating Customers, first, using a share like Dropbox, and so on.
This Solution describes this option. (6771)
Auto-Import Error
Auto-Import cannot safely run if import files are in the process of being transferred, saved, or edited. Big Business reports any errors and waits until the files are complete.
This Solution lists possible errors. (6803)
Auto-Import stops if it finds a file that is incomplete and reports any error(s).
Possible errors include:
Document size is zero - An import file was found but has no size according to the operating system. This may mean the file is incomplete or failed to save correctly.
Document size is changing - An import file was found but its size is changing according to the operating system. This may mean the file is being trasferred and is incomplete.
Document could not be opened - An import file was found but could not be opened according to the operating system. This may mean the file is in use by another application, is still being created, or is protected by the system.
File System errors that occur when trying to open import files are reported in detail and are tagged, Reported (6524).
• Description - lets you set a name or reminder for these settings
• Import Orders- select an Import for Orders
• Send Notifications To - select the Employee to send Notes with any errors
• Auto Import - checkbox to run automatically
The settings pictured will automatically import new Orders using the Import saved as "orders". The Import includes a Mapping (which entries go where) and Folders (where to find new and put processed import files).