Acumatica Project Balances Export

[stephencoster]

I am working with a custom flow that pulls data from the “Balances” table on a project record in Acumatica and then the import looks for a specific account group value and posts that number into Salesforce.

On the export I used Launch>Expand to include the "Balances."

When I set the export to retrieve a single project everything works as expected. When I switch it to either all or delta, I get this error.

Does anyone know the best way to extract this information?

I was thinking of trying it a different way and using an export from Salesforce to get project ID's and then using a lookup to Acumatica and then returning the values to Salesforce, but I am not sure how to set the results mapping to retrieve a specific value from the balances table. This is how it worked on the import mapping that I got to work with a single project export:

I just cannot seem to figure out the correct way to convert it for the “results mapping” from the lookup.

Any thoughts on which approach would work better or how to get around the error?

Thank you in advance.

[Matthew_Gerdan]

Hey @stephencoster

The Balances property is a nested inquiry, for performance reasons Acumatica won't return these results when retrieving a list you'll need to make a request for the balances data for each project.

If you want the original export to begin with Acumatica instead of salesforce, then I would suggest retrieving the list of projects and then for each project perform a lookup for the balances.
The relative URL for the balance's lookup will look like
"/Project/{{YouProjectIDHere}}?$expand=Balances"

As for the filtering it looks like you are only interested in a specific account group. In this case if you toggle the form for the balances lookup to HTTP, you'll be able to set the "Path to records in HTTP response body" to reference the balance property.

Doing this will then allow you to filter the balances array prior to mapping the lookup data back into the original export.