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Transaction Manager: How to Import a Transaction
Transaction Manager: How to Import a Transaction

This article will show how to Import a transaction, along with some supplemental steps that might be needed to get the process to work.

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Written by Support
Updated over 10 months ago

Product: Transaction Manager

Article Link: http://help.truecommerce.com/en/articles/4044276-transaction-manager-how-to-import-a-transaction

Before attempting to import a transaction, make sure that Option 1 is selected under Integration Settings.

To Import a transaction from your business system to Transaction Manager:

  1. Navigate to the Outbox.

  2. Select Import on the action bar.

  3. Enter your search criteria, and then click Search.

  4. Select (highlight) the transaction and then click Import.
    ​


    ​Note: Depending on whether you have a framework or flat file integration, the prompts that follow clicking Import will vary. Additionally, be sure to check your Status Bar at the bottom of the screen to ensure the transaction imported correctly.
    ​

Company and Import Type

If you have multiple companies, you'll want to select the one you wish to import from.


There are various ways to get data into Transaction Manager to create a transaction - use the Import option to initiate an import directly from your ERP.

Prompted to Download the integration Service?

You may need to go to the Start Menu on the computer, search for "services.msc", locate "Transaction Manager Integration Service" and hit "Start". Otherwise, check out this article for additional help.

Import Document Type Error

If you get the following error ...

"Unable to import transactions for xxxx. Please set the Import Document Type in the Transactions Section of Transaction Manager."

... check out this article for steps on how to correct it!

Test or Production?

Check out this article to know whether or not your transaction is in Test or Production, as well as how to switch between these two settings!

Related Topics​

  • For step-by-step guidance in Transaction Manager, select Guided Tutorials from the Foundry ? (Help) menu. Look for integration and import related tutorials.

  • For information on importing and other integration related topics, check out the Integration Basics section of TrueCommerce University

NOTE: Interested in adding Export and/or Import functionalities to your business process? Contact your Account Manager or TrueCommerce Support!

rev: 01/26/24

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