Transaction Manager: Import Document Type Error

Here are the steps to troubleshoot the "Import Document Type" error.

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Written by Support
Updated over a week ago

Product: Transaction Manager

So, you’re trying to import a transaction from your ERP system to Transaction Manager, and you get the error below. Now what?!

The Import Document Type is a setting that “tells” Transaction Manager what transaction is being imported. Take the following steps to fix this error!

  1. Click Trading Partners.

2. Select the Trading Partner from the list.
3. Click Preferences in the Action Bar and select Transactions.

4. Click Integration under Transaction Setup.

5. Find the transaction that you’re trying to import under the Transaction Type column and select the document type from the dropdown under the Import Document Type column. For example, if you're importing an Invoice, choose Invoice from the dropdown list.

6. Click Save in the Action Bar.

7. Try importing again!

Related documentation and resources:

Looking for more? Check out the Import Document Type tutorial in the Integration Basics section of TrueCommerce University.

For step-by-step guidance, check out the "Setting the Import Document Type" tutorial under Guided Tutorials!

rev: 6/11/21

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