I'm importing invoices using the standard import with a data map.
An invoice consists of a header and a number of lines
How can I make sure that an invoice is imported completely or not at all?
e.g. the header imports successfully but then there is an issue importing one or more of the lines.
I only want the invoice in the system if all the information has imported successfully
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Actually, I kept thinking of it somehow.. I'm not sure SSIS or Scribe would do it(unless you implement some sophisticated logic there..)
However, if you tried to utilize plugin transactions, maybe this would work.. but this would require some development. Basically, if you developed some code to push data to Dynamics (without import etc), you could put that code in the pre/post operation plugin of some special entity. That plugin would be running in transaction, so, if something fails along the way, the whole transaction would rollback.
Sounds like quite a bit of development, though.
As per the previous post, the standard import will not give this form of transactional functionality. However, you can import data as an all or nothing transaction via the CRM web services, either programmatically or (probably) via tools like the SSIS component (KingswaySoft) or Scribe.
Hi,
I don't think you can do that with the standard import. It'll show you how many records were imported successfully, and how many errors have happened. But does not support "all or nothing" mode as far as I know.
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