Importing a Project

There are three possible actions for the tool. When using the Source connection the first time for an Extraction, run only Truncate and Load. In different contexts, you can use Incremental Load and Process Deleted Records.

However, before doing these actions, you will need first to import a project in Acumatica ERP.

Important

We highly recommend you to coordinate this step with your Acumatica ERP consultant to avoid accidentally unpublishing other existing projects.

When using Nectari DataSync for the first time, the database will be created and the inquiries starting with NEC will be read from OData and written into the SQL Server tables. This process can take time.

  1. Connect to Acumatica with a user with the proper access rights and navigate to Customization > Customization Projects.

  2. Click Import and install the file Nectari20XXRX.zip corresponding to the version of Acumatica.

    Note

    To get the version of Acumatica, you can either:

    • Click the Tools drop-down list located at the upper-right hand corner then select About...


    • OR look for the version at the bottom of the Login page.

  3. Click Save.

  4. Check the box on the new line Nectari20XXRX.zip and click Publish.