Import payments from comments
2022-01-19 10:27:04
There is a test order https://odessa-fashion.crm-onebox.com/147/
In the comments file with payments.
At the stage "File upload" there is an action "Import payments from CSV / XLS / XLSX file in the comments to the process"
https://odessa-fashion.crm-onebox.com/admin/shop/workflowstatus/144/action/new/
1. Action does not fulfill. I made the settings, but the action does not seem to start, no errors, nothing. Tell me, please, what did you do wrong? What is needed for the action to work correctly?
2. I can not change the settings of the action, namely the field "Account to which payments will be credited:". I try to select any other account and save, but as a result, 1137 remains in the settings.
Please help me in resolving this issue.
Original question is available on version: ru
In the comments file with payments.
At the stage "File upload" there is an action "Import payments from CSV / XLS / XLSX file in the comments to the process"
https://odessa-fashion.crm-onebox.com/admin/shop/workflowstatus/144/action/new/
1. Action does not fulfill. I made the settings, but the action does not seem to start, no errors, nothing. Tell me, please, what did you do wrong? What is needed for the action to work correctly?
2. I can not change the settings of the action, namely the field "Account to which payments will be credited:". I try to select any other account and save, but as a result, 1137 remains in the settings.
Please help me in resolving this issue.
Answers:
I updated the server so that the action worked correctly, I recommend deleting the comment with the file and uploading the excel file to a new comment.
19.01.2022, 15:42
Original comment available on version: ru
Tried several times. Payments did not appear.
19.01.2022, 17:51
Original comment available on version: ru
Make sure the user has the required rights for the payment account and category.
19.01.2022, 19:07
Original comment available on version: ru
Here is a screenshot of a manually created payment, with the access of the user from which payments will be created. But it doesn't create payments.
20.01.2022, 00:26
Original comment available on version: ru
I checked again, part of the payments was added
https://odessa-fashion.crm-onebox.com/app/payments/?filterdatefrom=&filterda... D0%BD%D0%BD%D1%8F+%D0%BF%D0%B5%D1%80%D0%B5%D0%BA%D0%B0%D0%B7%D1%83&filtersumfrom=0&filtersumto=0&order=&filterlinkkeyorder= 0&clientid=&filteruserid=&filterdirection=0&ok=%D0%A4%D0%B8%D0%BB%D1%8C%D1%82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1 %8C
The first payments that came across were added by matching the amount, invoice and client.
To add everything, you need to add field mappings with a code or key.
https://odessa-fashion.crm-onebox.com/app/payments/?filterdatefrom=&filterda... D0%BD%D0%BD%D1%8F+%D0%BF%D0%B5%D1%80%D0%B5%D0%BA%D0%B0%D0%B7%D1%83&filtersumfrom=0&filtersumto=0&order=&filterlinkkeyorder= 0&clientid=&filteruserid=&filterdirection=0&ok=%D0%A4%D0%B8%D0%BB%D1%8C%D1%82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1 %8C
The first payments that came across were added by matching the amount, invoice and client.
To add everything, you need to add field mappings with a code or key.
21.01.2022, 15:53
Original comment available on version: ru
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