how to use integration manager to inactivate GL accounts

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Posted on by Sarah Geffert

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I am wanting to write an integration to inactivate a large number of accounts. Has anyone done this and if so can you provide any insite? I am thinking that I just need account number in the integration and to set the inactive field to true. Am I on the right track?

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Community Member on at

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Yep, you're on the right track. Make certain you Chart of Accounts integration is set to update and you're all set.

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Hello Sarah,

Integration Manager works perfectly, I just wanted to mention that Excel Paste tool from Dynamics Innovations can do this job easily as well!

http://di.jo/GPExcelPaste.aspx

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Ian Grieve 22,784 on at

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Hi Sarah,

You also need the Account Category on the import file as this is a mandatory field in the Account destination.

Ian

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Mark Stenseth on at

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Hello Sarah,

I do apologize for your waiting for an answer to this question.

You are correct. All you need to do is add the Accounts to your Source File, set the Inactive Field to True to mark the window. Also, Make sure you have the Integration set to Insert and Update or just Update. If you have it set to Insert only, it will fail indicating the account already exists.

THank You!

Mark Stenseth

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it helps!

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Community member 2 on at

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Can you use Integration Manager to Update Unit Account names, active, description change, etc? I get errors when there are unit account in my GL account list.

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Yes, you would either clone the Unit Accounts sample Integration, or start with a blank integration and make sure you choose Unit Accounts as your destination

Sample

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